Reportify
Reportify is a financial investment agent that provides investment analysis, quantitative stock selection and document search, supports the creation of skills and agents, and helps individuals make investment decisions through interrogative research.
Updated: 2026-10-26
What is Reportify?
Reportify is a financial investment agent officially billed as "Make Your Investments Smarter". It organizes its capabilities around investment analysis, quantitative stock selection and document search, and supports users in creating skills and agents. Its content form is "interrogative research": the official website displays a large number of ongoing hot research topics (such as the implementation of a certain policy, the trend of a certain index), each of which is broken down into specific answered questions and entry points for further inquiries with one's own holdings. Different from static research reports, Reportify emphasizes transforming market events into conversational analysis and covers modules such as companies, calendars, financial reports, minutes, announcements, and social media, making it easy to organize investment research information by module.
Who is it for?
- Individual investors who follow the A-share or US stock markets and need to link macro events to their specific holdings.
- Researchers who perform quantitative stock selection and hope to use agents to assist in screening and backtesting.
- Investment research and wealth management users who need to quickly read earnings conference calls and extract key information.
Key features
10Investment Analysis
Conducts disaggregated analysis around market hotspots and individual stocks, answers questions one by one and allows further follow-up questions.
Quantitative Stock Selection
Provides quantitative stock selection capabilities, screening targets by combining data and rules.
Document Search
Retrieves and interprets documents such as company financial reports, meeting minutes, announcements, and social media content.
Create Skills and Agents
Users can build their own skills and agents to solidify their analytical workflows.
Hot Research Breakdown
Break down current hot topics into answered questions and entry points for further inquiry, creating conversational research.
Combination Modules
Covers companies, calendars, financial reports, minutes, announcements, social media, memory, etc., making it easy to organize investment research information by module.
Conversational Research
Transforms static research reports into follow-up-able analyses, allowing users to dive deeper into the same hot topics continuously.
Portfolio Personalization
Allows users to ask personalized questions by including the companies they hold, and links macro events to specific targets.
Module Linkage
Modules such as companies, financial reports, and social media can be viewed cross-referentially to form a more comprehensive investment research perspective.
For Personal Investment Research
Focuses on assisting individual investors in research and decision-making, rather than providing professional institutional-grade terminals.
How to use Reportify
- 1First, go through the hot topics in "Today's New Research", then ask personalized follow-up questions with your own holdings.
- 2The results of quantitative stock selection and analysis are for reference only; decision-making must be combined with your own risk tolerance and independent judgment.
- 3Before creating an agent, clarify the data boundaries, and pay attention to the timeliness and reliability of sources for financial data.
- 4Specific functions and prices are subject to the official website's pricing page. Investment involves risks, and please do not blindly believe any conclusions.
Traffic & popularity
Data month Sep 2026
Reportify receives about 12.2K visits per month and ranks #2,148,889 worldwide.
Monthly visits
12 monthsTraffic sources
- Direct64.2%
- Search23.9%
- Social5.7%
- Referrals5.0%
- AI assistants1.3%
Top countries
- China59.2%
- Germany25.6%
- United States13.7%
- Taiwan, China1.4%
Estimated from third-party traffic data.
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