Market Scenario Desk
An institutional-style research terminal for individual investors: conditions, catalysts, scenarios, and position sizing for any U.S. stock or your whole portfolio.
Get Access →XYZ is in a decision zone where sector conditions and company execution matter more than the latest one-day move.
Most investors either pay for an institutional research terminal or piece together a view from scattered free sources and hope it holds up. Market Scenario Desk closes that gap: real filings, real financials, and a clear bull, base, and bear case for any stock, in one place, with no finance degree required to read it.
It is built for long-term investing, not for chasing the next candle on a chart. Every note is meant to hold up over months and years, not minutes.
You get a plain-language read on any stock: a conviction score instead of a spreadsheet, and a bull and bear case explained in full sentences, not jargon. You do not need to know how to read a 10-K first.
You get the real numbers underneath the read: revenue growth, margins, leverage, valuation multiples, and five-year volatility and drawdown, all sourced from SEC filings, not summarized secondhand. Use it to confirm your own thesis or stress-test it.
Type a ticker and run a note. You get a full research page for that company in seconds, no set-up and no watchlist required first.
Every note lays out a bull case, a base case, and a bear case with real probabilities, plus a Desk Conviction score from 1 to 100 so you can judge how strong the setup actually is.
Each stock gets its own "outside factors" section: the specific external force that moves its price (Bitcoin for a crypto-treasury company, interest rates for a bank, oil for an airline), not a generic template.
Run a full portfolio through the Five-Year Outlook, use the sizing calculator to see hold, add, or trim signals across your holdings, and keep an eye on names with your Watchlist.
Every visual below uses placeholder tickers and made-up numbers to show you the format. None of it is a real stock, a real score, or a real recommendation.
Search any U.S. stock and get a full research page built the same way every time: a top call that summarizes the setup in one sentence, a business snapshot pulled from real SEC filings, a valuation read, and a breakdown of the conditions, catalysts, and risks specific to that stock. Not a template reused across every ticker.
Every stock has one or two forces that actually move its price beyond the daily headlines: a rate cycle, a commodity, a regulatory calendar, or something company-specific like a bitcoin treasury. This section names the real driver for that stock and lays out, in plain language, what would help it and what would hurt it.
Rising bitcoin amplifies the treasury and its embedded leverage. Falling bitcoin reverses it and can tighten financing.
A quality-screened basket pulled from the full U.S. market, not a short list of the same ten large-cap names every screener returns. Refresh it on demand to see which names currently clear the bar on growth, valuation, and financial health together.
Enter every stock you hold and get one combined view: a bull, base, and bear scenario for the whole portfolio together, an illustrative dollar projection, and a read on how concentrated or diversified you actually are across sectors.
ILLUSTRATIVE $1,000 PROJECTION, 5 YEARS
See your whole portfolio as a single allocation: how much of your money sits in each position, a hold, add, or trim signal for every stock based on its own return and risk history, and a warning if any one position has grown into a concentration risk.
Save any stock from its research page and track it without running a full portfolio analysis. Your watchlist shows an average Desk Conviction and an average bull, base, and bear mix across everything on it, refreshed automatically every time you open it.
Every research note links the real, recent filings behind it: quarterly reports, annual reports, and material event disclosures, pulled directly from SEC EDGAR. Nothing is summarized secondhand from a news aggregator.
One payment covers everything above, for good. No monthly subscription, no recurring charge, and no separate paywall for a feature added later.
This is not a trading signal service, a day-trading tool, or personalized financial advice. It will not tell you what to buy or sell today. It is a research desk: the evidence, the scenarios, and the reasoning laid out so you can make your own decision, for a portfolio you plan to hold for years, not days.
For informational purposes only. Market Scenario Desk is a research tool, not a broker-dealer or investment adviser, and nothing here is personalized investment advice.