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Your research.<br>Dots connected.<br>Cutonce turns your investment process into automated research pipelines. Use AI to understand financial reports, gather insights from earnings calls, extract sentiment, and surface signals. Your strategy, our engine.<br>Built for boutique RIAs, quantitative architects, and independent analysts.<br>Get started freeSee how it works

Watch the 2-minute tourA quick tour of the canvas, a live run, and results landing in your email.

No code<br>build pipelines visually

Minutes<br>to your first scheduled run

500<br>free credits to start, no card

How it worksFrom thesis to shortlist, on repeat<br>Set up your research once. It runs on a schedule and delivers the answer, so you get your time back.

01Connect your universe and data<br>Start from a preset universe (S&P 500, NASDAQ 100, sector indices) or your own ticker list. Cutonce already holds the SEC filings, earnings transcripts, and fundamentals.

02Define the logic on a canvas<br>Chain filter, score, AI, and compare nodes to encode your thesis. No code - but every condition is explicit and yours to tune.

03Schedule it and ship the results<br>Run on demand or every morning. Output to Google Sheets, Drive, email, Slack, or a webhook. Each run is logged and reproducible.

Find opportunities before they're priced in<br>Cross-reference earnings calls, 10-Ks, filings, and fundamentals across your entire universe in one pass. Surface what others miss while it still matters.

Structure your strategy, not someone else's<br>Build your research logic on a visual canvas. Define rules, weight signals, and see exactly how your thesis turns into a ranked shortlist. You direct; the engine executes.

app.cutonce.ai/canvas<br>ScheduleRun

Run Every Morning<br>ACTIVE

Universe<br>NASDAQ 100

Growth Screen

AI

Mgmt Behavior<br>Earnings Calls

SCORE

vs QQQ<br>Beats QQQ

Email + Sheets

10x yourself, overnight<br>Deploy pipelines that run on a schedule. Work that took a team a week runs while you sleep - and lands in your inbox before the open.

Run audit logREPRODUCIBLE<br>07:00:01Pipeline triggeredschedulera3f9c2<br>07:00:03SEC EDGAR fetchdatab17de4<br>07:00:09AI inference runaic82ab1<br>07:00:11Score computedscored44ef7<br>07:00:12Output writtenoutpute91cc3

YouTube to pipelineTurn any video into a running strategy<br>Paste a link to an earnings call, an analyst breakdown, or a strategy video. Cutonce reads the full transcript, extracts the thesis and signals, and assembles them into a pipeline you can edit, schedule, and ship.<br>Works on earnings calls, interviews, and strategy breakdowns<br>Pulls out the thesis, universe, tickers, and signals automatically<br>Every generated node is yours to edit and tune<br>Schedule it to re-run as new videos drop<br>Try it on a video

youtube.com/watch?v=quality-investing-playbookAnalyze<br>Extracted from a 38-min video<br>StrategyBuy quality compounders on dips<br>UniverseS&P 500<br>SignalsROIC > 15%, FCF growth, 10%+ drawdown

Generated pipeline<br>S&P 500 ROIC > 15% FCF growth Email

DataThe data layer is already wired<br>Cutonce ingests the filings, transcripts, and fundamentals centrally, so your pipelines run on fresh data without you maintaining a single API key.

SEC EDGAR filingsEarnings call transcriptsFundamentals & ratiosTechnical indicatorsMarket & company newsInsider trades (Form 4)FRED economic dataAnalyst consensus

OutputsResults where you already work

Google Sheets & Drive<br>Append or overwrite a tab, or drop a CSV/Excel into a folder.

Email<br>An HTML report or CSV in your inbox the moment a run finishes.

Slack<br>A formatted message to any channel via incoming webhook.

Webhooks<br>POST results to your own systems with custom headers.

TrustDefensible by design<br>Cutonce keeps the analyst in control: every decision the pipeline makes is yours, written down, and repeatable.<br>Every run produces a reproducible audit log: trigger, data fetch, inference, score, output.<br>Your logic is explicit and inspectable. No black-box recommendations, no hidden model.<br>Data sourced from public SEC EDGAR and FRED, verifiable at the source.<br>Results are yours: export to Sheets, Drive, or your own systems, nothing locked in.

Run audit logREPRODUCIBLE<br>07:00:01Pipeline triggeredschedulera3f9c2<br>07:00:03SEC EDGAR fetchdatab17de4<br>07:00:09AI inference runaic82ab1<br>07:00:11Score computedscored44ef7<br>07:00:12Output writtenoutpute91cc3

FAQQuestions, answered

Do I need to write code?No. Pipelines are built by chaining nodes on a visual canvas. Every filter and score is explicit, but you never touch code. If you can describe your strategy, you can build it.

Where does the data come from?<br>Is this giving me investment advice?<br>How do AI nodes work?<br>Can pipelines run automatically?

Your strategy, our engine.<br>Your research deserves better than manual reading and rigid screeners....