For analysts & portfolio managers

See which stocks a story moves — and why. No code.

Which biotech names are hit by FDA risk this week? Which chip stocks won on AI demand? Ask the question — get the ranked names with the reason, not a sentiment score.

Your question, answered

“Which semiconductor stocks are hit by China export curbs — and how hard?”

01NVDAChina data-center revenue directly at risk−0.92
02AMDmaterial China GPU exposure−0.74
03TSMCfab orders tied to restricted chips−0.61
04INTCcomparatively less China-exposed+0.40

Each row is an explained edge: direction (who's helped / hurt), how much it matters to that stock, and a one-line reason you can quote in a note — sourced from the actual story.

TWO WAYS — NO CODE

You don't write code. You just ask.

The whole graph is built for people who act on what news means — reachable without touching an API.

The playground

Pick a megatrend, an aspect (demand, supply, regulation, competition…) and a direction. Get the ranked names with the reason behind each. Change the question, see it re-rank live — like a screener that explains itself.

megatrend: AI & machine learning
aspect: demand · direction: positive
→ ranked stocks + one-line reasons
Open the playground →

Your AI assistantSOON

Plug the impact graph into Claude, ChatGPT or Cursor with our MCP connector. Ask in plain English inside the assistant you already use — it queries the graph and answers with named stocks and reasons. No keys to juggle, no syntax to learn.

you → “which biotech names
    are hit by FDA risk this week?”
assistant → ranked stocks + why
Get notified at launch →
RESEARCH-GRADE

Defensible enough to put in a note.

Not a black-box sentiment score. Every answer is explained, scoped and sourced — so you can stand behind it.

01

Explained, not scored

Each stock gets a direction, an aspect, a relevance weight and a one-line reason tied to the story. You see why a name surfaced — not just a number.

02

No theme leakage

Ask for biotech competition and you get biotech rivals — not a chip giant that happened to share a headline. A double-gate keeps the wrong names out, so your screen stays clean.

03

Beyond the tickers

Private companies (OpenAI, Anthropic, Anduril), FX and crypto are first-class context — so a story's full reach shows up, not only the names that happen to be listed.

FITS YOUR WORKFLOW

From a question to a short list, in your research flow.

  1. 1

    Start from a theme or a story

    A megatrend you cover, an event in the headlines, or a single ticker you hold.

  2. 2

    Read the ranked names + reasons

    Direction and relevance tell you who's most exposed; the reason tells you the mechanism.

  3. 3

    Take it into your note or model

    Copy the short list and the reasons straight into a research note, a watchlist, or a pitch.

What's a credit?

Transparent — you're charged for the news you actually pull: one credit per article returned. Structured queries are a small flat rate.

Each news article you pull1 credit
A thematic screen (full ranked list)10 credits
A stock lookup1 credit
Free tier to startno card

No surprise metering — you only pay for the stories you get back. Each plan includes a monthly credit allowance.

Ask your first question in the playground.

No code, no card. See which names a theme moves — and why.