Agentic Financial Research.
Uncompromising Accuracy. Deeply Personalized.
Pierce delivers real-time, objective analysis of any asset. Get deeply personalized recommendations without the hallucinations.
Traditional financial research is broken.
Generic AI Chatbots
Shallow, prone to hallucinations, and disconnected from your financial reality.
Human Analysts
Slow, expensive, and often lack context about your specific risk and tax profiles.
Meet Pierce.
An advanced agentic financial research platform that solves both problems at once.
Thinks Like a Research Team
Pierce plans, researches, and self-validates — using live market data, SEC filings, DCF valuation, CANSLIM screening, earnings previews, and more.
- Your goals & risk tolerance
- Portfolio context & experience level
- Tax situation & time horizon
Every insight is contextualized to your situation — but the real power is the 11+ specialized research skills running under the hood.
How Pierce Works
"Given your moderate risk tolerance and 12-year horizon, a 5-12% increase in NVDA exposure keeps max drawdown under your 25% comfort threshold..."
1. You ask anything
"Should I increase my NVDA allocation?" or "Is AAPL a good buy right now?" or "Give me an earnings preview for MSFT."
Skill-specific prompts that invoke deep research — far beyond what generic chatbots can do.
2. Pierce builds a research plan
Automatically decomposes your question and decides exactly what data, models, and tools are needed.
e.g., current NVDA price action, valuation multiples, analyst consensus, portfolio fit given your risk profile.
3. Agentic research with real tools
Pulls real-time prices, SEC filings, analyst consensus, and runs financial models — self-checking at every step.
Uses: financial_search, read_filings, web_fetch, historical_prices, and more. Catches contradictions before you see them.
4. Personalized recommendation
Delivers objective data first, then a clear recommendation tailored to your risk tolerance, goals, and portfolio.
Your profile context shapes the output — but only when relevant. Every claim is traceable to source data.
5. Actionable results you can act on
A clear summary with data-backed recommendations, stress tests, and follow-up suggestions.
Your profile auto-updates with new insights discovered during the conversation.
Why Pierce is so powerful
True Autonomy + True Personalization = Answers that feel like they came from a dedicated research team that knows your portfolio.
True Autonomy
Unlike prompt-chained chatbots, Pierce thinks before it acts. It plans, executes, reflects, and corrects itself.
Self-Validation Layer
Built-in loop that refuses to hallucinate. Every claim is traceable to real data.
Deep Financial Methodologies
Pierce comes pre-loaded with 11+ specialized agentic skills including DCF Valuations, CANSLIM, VCP, Comps Analysis, and rigorous Position Sizing.
Pierce Intelligence Catalog
Pierce executes structured financial analysis protocols using dedicated, modular skills. Switch categories to explore our institutional capabilities.
Featured Resources
Learn how to master prompting, configure automations, and optimize your overall workflow with Pierce.
What is Pierce?
Introduction to Pierce, a financial research agent, and its philosophical foundation.
Prompting Best Practices
How to effectively prompt Pierce for deep financial analysis.
Custom Pulses
How to automate repetitive research with scheduled Pulses.
Pierce Points & Accounting
Understanding the Pierce Points economy, recharges, and subscription grants.
Real-world complex questions.
Actionable personalized answers.
Should I increase my allocation to AI stocks like NVDA?
Objective Analysis
Current NVDA metrics • P/E vs. sector average • Revenue growth trajectory • Institutional ownership changes • Options flow sentiment • Recent 10-K risk factors.
Personalized Recommendation
Based on your $1.2M net worth, moderate risk tolerance, and 12-year retirement goal:
Recommended Action
A 4–7% increase in AI/tech exposure (bringing total growth allocation to 28–32%) keeps max expected drawdown under your 25% comfort threshold.
Downside Stress Test
Max expected drawdown in a 2022-style crash: ~18% of portfolio
(Well within your stated 25% sleep-at-night threshold)
Probability of Outperformance
Probability of outperforming a standard 60/40 portfolio over your timeline: 67–74%
(Based on 10,000 Monte Carlo simulations run against current liquidity curves)
Frequently Asked Questions
Transparent by design. No black boxes. Here is exactly how Pierce orchestrates your research.
Your Edge Shouldn't Depend on Your Budget.
Institutional-grade agentic research. No API keys. Start free.
(Limited free replay chats available • Custom research unlocks from just $1)