Premium Feature
The Fusion AI Dashboard
A research workspace that turns plain-English investment ideas into filtered stock shortlists — backed by live web research and a transparent audit trail.
No spreadsheets. No manual lookups. Describe what you are looking for in one sentence and the dashboard does the rest: it defines the financial criteria, queries thousands of U.S. equities, searches the live web for recent filings and news, and returns a curated shortlist with rationale you can read, verify, and act on.
Three Panels. One Focused Workflow.
The dashboard is divided into three purpose-built panels that give you everything you need to research, filter, and audit AI-driven stock analysis — without switching tabs or tools.
Conversations
Undervalued small-caps with low P/B
Today
Stable cash flow, low debt, mid-cap
Today
Resilient cyclical stocks Q1 2026
Today
Starter Prompts
Find undervalued small-caps with low P/B and stable cash flow
Screen for profitable companies with low debt
Fusion AI Assistant
Premium research workspace
You
Find undervalued small-cap value stocks with low P/B ratio and stable free cash flow.
Fusion AI
I screened for companies with a P/B ratio below 1.2, positive free cash flow for 3 consecutive years, and a debt-to-equity ratio under 0.5. Web research confirmed current operating conditions. Here are the top matches:
Illustrated example of the dashboard layout and a typical AI screening session. Ticker names are placeholders; real results show live U.S. equity data.
What You Get With Every Session
Each of the three panels is purpose-built for a single part of the research workflow. Together they form a complete, auditable screening session you can reproduce and refine.
Conversation Sidebar
Every session is saved automatically. Revisit past conversations, resume mid-thread, or use the built-in starter prompts to launch a new screening run without typing from scratch. Your full research history stays intact across sessions.
AI Chat Panel
The core of the dashboard. Type any investment idea — the AI parses your intent, selects the appropriate financial metrics, queries the live Fusion database, and returns a markdown-formatted shortlist with per-stock rationale, key figures, and a plain-English synthesis of its findings.
Activity Console
A sequential log of every tool call the AI makes: planning, filter generation, database queries, web searches, and synthesis. Nothing is hidden. You can trace exactly how every result was produced and verify the AI did not skip any step.
From Investment Idea to Researched Shortlist in Seconds
The AI Chat Panel accepts any natural-language investment thesis — however precise or broad — and converts it into a structured screening result. You do not need to know which financial metrics map to your idea; the model handles that translation automatically.
Responses are formatted in structured markdown: category headers, per-stock rows with ticker, valuation multiples, growth metrics, and a synthesis paragraph explaining why each name was included and what risks remain.
Because the AI uses the same financial data that powers the free Fusion Screener profiles, every result is based on real, verifiable figures — not AI hallucination. The Activity Console lets you confirm this for every single response.
Fusion AI Assistant
ActiveYou
Screen for profitable micro-cap industrials with improving operating margins and no net debt.
Fusion AI
Applied filters: market cap <$300M, operating margin YoY >+2pp, net cash position positive, net income positive. Web research checked for recent earnings surprises. 4 matches returned:
SAMPLE D — Speciality fasteners, mkt cap $180M, op. margin +3.2pp YoY
SAMPLE E — HVAC services, mkt cap $240M, op. margin +4.1pp YoY
SAMPLE F — Precision tooling, mkt cap $95M, op. margin +2.8pp YoY
SAMPLE G — Fluid handling, mkt cap $210M, op. margin +3.6pp YoY
All four hold net cash. SAMPLE E had a positive earnings surprise last quarter per SEC filing — flagged as highest-conviction candidate.
Activity Console
9 steps1. planning: parsing prompt — micro-cap industrials, improving margins, net cash
2. fusion filter: market cap: 0 → 300000000 (size)
3. fusion filter: operating margin delta YoY: +2pp → ∞ (profitability)
4. fusion filter: net debt: −∞ → 0 (balance sheet)
5. fusion filter: net income: 0 → ∞ (profitability)
6. database: querying Fusion equity database…
7. database symbols: SAMPLE D, SAMPLE E, SAMPLE F, SAMPLE G
8. web research: fetching SEC filings + earnings data for top matches
9. synthesis: composing ranked response with earnings surprise flag
Full Transparency. Every Step Logged.
The Activity Console records every operation the AI model performs, in the exact order it performs them. You can see which financial filters were chosen and why, how many symbols the database returned, and which URLs were fetched during web research.
This level of auditability is unusually rare in AI investment tools. Most products give you a result with no explanation of how it was reached. Fusion shows you the complete work — so if a result looks wrong, you can tell immediately whether the filter was incorrectly defined, the database returned too few symbols, or the web research found contradicting information.
Every log entry is persisted with its conversation. You can review the console from a previous session and replay the same logic for a different investment thesis.
What Can You Ask the AI?
The dashboard understands a wide range of value-investing criteria. Below are real examples of prompts that work well — from precise quantitative filters to qualitative theses.
“Find undervalued small-cap value stocks with low P/B and stable free cash flow”
“Screen for profitable micro-caps with improving operating margins and no net debt”
“Show resilient cyclical stocks with low revenue volatility and consistent earnings”
“Identify companies with growing book value per share and low P/B relative to sector”
“Find asset-light businesses with high return on equity and minimal capital expenditure”
“Screen for net-net candidates — companies trading below net current asset value”
Why Investors Choose Fusion AI
Fusion AI is designed for fundamental value investors — not momentum traders or passive index followers. Every design decision reflects that focus.
Filters Based on Real Financials
The AI generates filters against the same database that powers the free screener profiles — verified, structured U.S. equity data. No hallucinated metrics, no synthetic scores.
Live Web Research on Every Query
Both Pro and Pro+ automatically search the web for SEC filings, earnings announcements, analyst notes, and recent news before composing a final response. You get today's context, not last year's data.
Transparent, Auditable Results
The Activity Console logs every filter, every database query, and every URL fetched — in sequence. You always know exactly how a shortlist was produced and can trace any anomaly back to its source.
Value Investing Focus
The system prompts and underlying profiles are built specifically around Benjamin Graham-style value criteria: price-to-book, free cash flow, debt levels, earnings consistency, and margin of safety.
Extended Thinking Mode
Both plans use extended thinking — meaning the model reasons through multi-step problems before responding, rather than returning the first plausible answer. This is especially valuable for complex, multi-criteria screens.
Conversational Follow-up
After a screen, you can ask follow-up questions, narrow or broaden criteria, request more detail on a specific stock, or compare two names — all within the same conversation thread.
AI Models by Plan
Both plans unlock the full dashboard experience. The difference is the model powering the analysis — and that matters significantly when working through complex, multi-criteria investment theses.
Pro
$30 / monthAI Model
GPT-5 Mini
gpt-5-mini
A fast, cost-efficient model optimised for rapid filtering workflows. It reliably translates investment ideas into financial criteria, runs database queries, and summarises results with web research context — at the right price for most investors.
- ✓Chat-driven stock filtering with natural language
- ✓Live web research for news, filings, and analyst data
- ✓Extended thinking mode for multi-step reasoning
- ✓Activity console with sequential AI operation logs
- ✓Full conversation history and session resumption
Pro+
$50 / monthAI Model
GPT-5
gpt-5
The most capable model in the GPT family. It excels at complex, multi-criteria financial reasoning — producing more nuanced filter generation, deeper qualitative analysis, and higher accuracy when working through ambiguous investment hypotheses.
- ✓Everything included in Pro
- ✓Superior multi-criteria value analysis
- ✓Deeper reasoning on complex investment theses
- ✓More accurate financial filter generation
- ✓Recommended for serious, full-time value investors
How AI Filtering Works
The Fusion AI Dashboard follows a consistent four-stage pipeline for every request. Each stage is logged in the Activity Console so you can follow along.
Parse Your Idea
The AI reads your natural-language prompt and identifies the financial characteristics you are describing — valuation multiples, balance sheet quality, profitability ratios, growth trends, or any combination.
Generate Filters
Your intent is translated into precise numeric ranges mapped to Fusion's financial data model — the same metrics used in the free screener profiles. Every filter is logged before the database is queried.
Query the Database
The filters run against thousands of U.S. equities in real time. Stocks are included only if they satisfy every criterion simultaneously. The result set is returned as a ranked symbol list.
Research and Synthesise
The AI fetches recent news, SEC filings, and analyst material for the top matches, then composes a structured markdown response with per-stock commentary, key metrics, and an overall synthesis.