The Platform
Everything Carl brings to the table
One evolving framework, applied through chat, saved to a library you control, and automated when you want it running in the background.
Features
Chat with Carl
Full GARP assessment
Type "assess [TICKER]" to trigger Carl's complete evaluation: business overview, GARP scorecard, valuation model, investor type analysis, AI classification, conviction rating, and covered call strategy — built on live, sourced market data gathered at the moment you ask.
Screen
Type "Screen" plus two or more tickers for a fast side-by-side read before going deep on one.
Conversational follow-ups
Ask Carl to explain a criterion, challenge an assumption, or walk through a Wolf Rule.
Source transparency
Every answer is marked as coming from Carl's framework or from broader reasoning — never blended silently.
Expandable sections
Click any section header to expand or collapse it as an assessment renders.
Assessments
My Assessments library
Every saved assessment organized by ticker.
Save on demand
Assessments aren't saved automatically; you choose what goes into your library.
Executive summary
Every saved artifact opens with a Carl-written summary of the full assessment.
Sticky section navigation
Jump directly to any section from a navigation bar at the top of the saved artifact.
Version history
Re-assess a company later and keep prior versions alongside the current one, up to 5 per ticker.
Download as HTML
Save a standalone copy that opens in any browser.
Download as PDF
A print-ready copy of any assessment.
Regenerate
Reapply the latest formatting to an older saved assessment without re-running the analysis.
Unified search
Search across your conversations and saved assessments at once.
Agents
Event Monitors
Track one or more already-assessed stocks; Carl searches for news and checks it against your assessment's catalysts and watch list to flag what's actually changed.
Earnings Monitors
Automatically re-assess a stock the moment it reports earnings, comparing the fresh assessment against your most recent saved version.
Custom Agents
Save your own prompt and run it automatically, on a schedule or on demand.
One-click monitoring
Turn any saved assessment into an Earnings Monitor directly from its menu.
Run on demand
Trigger any Agent immediately instead of waiting for its schedule.
Account
Profile
Set your display name, used for avatar initials and to personalize Carl's responses.
Account type
See your current plan at a glance.
Timezone
Set once so Carl schedules your agents and interprets times correctly.
Section display defaults
Choose which sections of an assessment start expanded or collapsed.
Version retention
Control how many versions of each assessment are kept per ticker.