Thenextgenerationof
investmentsoftware.

AIthatvaluesanycompany,buildsthestrategyyoudescribe,andprovesitagainsttenyearsofrealmarkets.

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An analyst's entire desk. One system.

One AI-native terminal for the whole job: research any company — listed or private — value it, build a strategy around it, and prove it on ten years of real data. Every number carries its source.

Finaxion workspace — market monitor, portfolio, technical chart, Monte Carlo DCF and news● LIVE
Finaxion company view — DCF fair price, moat score, conviction and news
companies in the screener today
verified in production · July 2026
Cheap tools. Expensive terminals. AI black boxes.
Here's what none of them do.
VS AI-SCORE APPS

Not a black box.

A score you can't check is just a guess with a number on it. Every figure we give you carries its source — click it and see the exact line it came from.

NVDA
AAPL
TSLA
AMZN
META
MSFT
Built for every serious investor.
WHO IT'S FOR
AI-NATIVE INVESTORS

The best AI models, building strategies end to end.

Describe a thesis in plain language; AXI drafts it, backtests it point-in-time across ten years, and shows exactly what ran — no black box, every number sourced.

Strategy Creator · Foundry
🦋 AXI is reading this module…
AI-NATIVE INVESTORS
◈ Capture pending — not yet available
AI-NATIVE INVESTORS
SAVE TO: public/shots/creator-foundry.jpg

Describe it in one sentence. AXI turns it into a strategy.

Finaxion Strategy Creator on iPhone
01 · DESCRIBE IT IN ONE SENTENCE — THE CHAT UNDERSTANDS YOUR PHILOSOPHY02 · AXI BUILDS IT AS NODES — EDITABLE CANVAS, 4 ENGINES03 · TEN YEARS OF BACKTEST — POINT-IN-TIME · DEFLATED SHARPE04 · NEED VOLUME? FOUNDRY — ~100 CANDIDATES, ANTI DATA-MINING
FULL VALUATION

"Value AAPL with a DCF"

CFA-level rigor, frontier-model horsepower. Ask for analysis — or ask it to teach you any screen on the platform. Every number arrives verified, with its citation.

DCF WITH CITATIONS● LIVE DEMO
> Value AAPL with a DCF
10-K, 10-Q ✓ · WACC 8.9% ✓ · 10-yr FCF ✓ · terminal 2.5% ✓ · 5,000 Monte Carlo paths ✓
Fair value+12.4% vs $219.98
p10PRICEFAIRp90
FCF DISCOUNTED @ WACC 8.9% · $Bnominalpresent value
TV
Y1 → Y10 · discount deepens with timeΣ PV + TV = EV $3.72T → /shares = $247.30
10-K · p.47FY25 Q2 call · 14:32consensus anchor ✓Monte Carlo p10–p90 ✓

Value any company. Listed or not.

DCF, multiples and comparables across the 6,000 companies we cover — or upload a private company's financial statements and get a valuation to the same standard. From document to number, auditable.

🦋 AXI is reading this module…
📄FINANCIAL_STATEMENTS_2025.PDFreading…
Revenue48,392,110
Cost of sales(29,441,003)
Gross profit18,951,107
Operating expenses(11,203,882)
EBITDA9,120,748
Balance sheet · p.2Cash flow · p.5Industry: MX retail
FINAXION VALUATION · VALUE-FROM-BOOKS
$186.4MEnterprise value
DCF 60%INDUSTRY COMPARABLES 40%
WACC 11.2%GROWTH 4.1%TERMINAL 2.5%EV/EBITDA 8.9×
ASSUMPTIONS AUTO-DERIVED FROM THE BOOKS — EDITABLE, NEVER GUESSED
P10 $148MP90 $221M
MONTE CARLO · 5,000 RUNS
VALUATION FOOTBALL FIELD · $M
DCF (10Y · MONTE CARLO)
EV/EBITDA COMPARABLES
PRECEDENT TRANSACTIONS
│ = FINAL EV $186.4M — WHERE THE METHODS AGREE
INDUSTRY COMPARABLES · MX RETAIL
WALMEXEV/EBITDA 9.8×
ChedrauiEV/EBITDA 7.2×
SorianaEV/EBITDA 6.4×
MEDIAN 7.2× → APPLIED 8.9× (SIZE + GROWTH PREMIUM, SHOWN)

No one can predict the future. We measure your odds.

Point-in-time backtesting

Only the data that existed that day. Not one row more.

🦋 AXI is reading this module…
AI SCORE · AUDITED PUBLIC SERIES2017 — 2026 · MONTHLY

Measured. Not promised.

+400%+300%+200%+100%TOP DECILE AI SCORE · +412%S&P 500 · +146%20172019202120232025
+11%
ANNUAL EXCESS vs S&P
DECILES 1 → 10 · THE TOP HOLDS THE EDGE
~52%
CALIBRATED PROBABILITY
PREDICTED ≈ REALIZED — THAT'S CALIBRATION
94K
SCORES IN THE AUDIT
6,238 companies · monthly
4-layer engine · point-in-time

Invest like the legends. Then verify it.

Nine legendary methodologies, each with open rules and a point-in-time backtest certified across 7,017 tickers, 2017–2024.

🦋 AXI is reading this module…
Warren Buffett
Buffett Quality Compounders
Warren Buffett
QUALITY
Wide moats, high ROIC, fortress balance sheets — compounders held for years.
19.4%
CAGR
1.31
Sharpe
+313%
Total return
MoatROICExplore →
🦋 AXI is reading this module…
Seth Klarman
Klarman Distressed Value
Seth Klarman
VALUE
Deep discounts to asset value with a demanding margin of safety.
16.2%
CAGR
1.18
Sharpe
+232%
Total return
Margin of SafetyAsset CoverageExplore →
🦋 AXI is reading this module…
PL
Lynch GARP
Peter Lynch
GROWTH
Growth at a reasonable price: PEG discipline over story stocks.
22.1%
CAGR
1.38
Sharpe
+394%
Total return
PEG RatioEarnings GrowthExplore →
🦋 AXI is reading this module…
JG
Greenblatt Magic Formula
Joel Greenblatt
VALUE
Cheap and good, systematically: earnings yield meets return on capital.
18.0%
CAGR
1.22
Sharpe
+276%
Total return
Earnings YieldReturn on CapitalExplore →
🦋 AXI is reading this module…
Cliff Asness
AQR Multi-Factor
Cliff Asness
MULTI-FACTOR
Value, momentum and quality blended the way the research says to.
17.1%
CAGR
1.34
Sharpe
+254%
Total return
ValueMomentumExplore →
🦋 AXI is reading this module…
MC
Carhart Momentum
Mark Carhart
MOMENTUM
The classic 12-1 cross-sectional momentum factor, executed cleanly.
20.3%
CAGR
1.27
Sharpe
+339%
Total return
12-1 MomentumExplore →
🦋 AXI is reading this module…
WO
O'Neil CAN SLIM
William O'Neil
MOMENTUM
Growth breakouts: EPS acceleration confirmed by relative strength.
24.6%
CAGR
1.35
Sharpe
+481%
Total return
breakoutadxExplore →
🦋 AXI is reading this module…
MM
Minervini SEPA
Mark Minervini
MOMENTUM
Trend template: stage-2 uptrends, tight bases, earnings momentum.
23.2%
CAGR
1.29
Sharpe
+431%
Total return
sma_crossadxExplore →
🦋 AXI is reading this module…
Richard D. Wyckoff
Wyckoff Method
Richard D. Wyckoff
MOMENTUM
Tape reading: accumulation phases, springs and signs of strength.
16.8%
CAGR
1.15
Sharpe
+246%
Total return
wyckoff_accumulationExplore →
+ 6 more legends inside the platform
Your legend isn't here? The AI builds it.
Name any famous investor and the AI authors a faithful program — profile, picks, even "Talk to Warren Buffett". Dalio, Soros and Druckenmiller already live on the platform.
"Ray Dalio strategy" →

The full catalog

3-stage DCF + reverse-DCF

FCFF, Gordon/Exit Multiple terminal value, and the growth the price already discounts.

Live WACC

Blume-adjusted beta + live 10Y Treasury + country risk + small-cap premium.

Monte Carlo DCF — 5,000 sims

The fair-price distribution (p10–p90), not a single number.

Defensive Graham + Moat 0-100

Sector-aware; financial + structural moat with an Elite→Weak rating.

Screener US + LATAM

1,045 US + 901 LATAM, filters, natural-language search by macro regime.

No-code Strategy Creator

4 engines, drag-and-drop node canvas, 3 synced views.

Institutional backtesting

Point-in-time, commissions/slippage, walk-forward, Deflated Sharpe.

Strategy Foundry

~100 candidate strategies per batch, filtered against data-mining.

Optuna optimizer

TPE/CMA-ES over the weights, with sensitivity heatmaps.

4-layer aggregation engine

Macro · Fundamental · Qualitative · Technical, regime-dependent weights.

Calibrated AI Score

A real probability of beating the S&P — not an opaque 0-100.

AXI — 68 tools

Deep research, debate, what-if, tax, briefings, slash commands.

Whale Tracker 13F

14+ hedge funds: what they BOUGHT new this quarter, convergences.

Watch agents

'Alert me if NVDA drops 5% and RSI<30' — natural-language monitoring.

Earnings intelligence

Transcript + tone + guidance + surprises, across 10K+ calls (RAG).

Technical ProChart

Automated Wyckoff, 11 indicators, 8 drawing tools, events on the chart.

Allocation Time Machine

The animated date-by-date allocation scrubber. No one else has it.

Portfolio Watchdog

What-if, risk, tax-loss harvesting, attribution — daily.

Private-company valuation

Upload statements → DCF + comps + industry, bear/base/bull, Word/Excel/PDF export.

Document AI

Reads your Excel, PDF and Word files; extracts the numbers, never invents them.

MX accounting

CFDI 4.0, AI reconciliation, payroll, REP — the AI extracts, a human signs.

CFA-quality tutor

Diagrams, guided tours, EN/ES/FR/PT/IT.

Institutional reports

Goldman-style PDF, 5-page theses, Excel and Word.

Desktop app

Electron: the terminal in your dock, same login.

Product roadmap

New capabilities every month of the beta — and you vote on what ships.

+ 16 more capabilities — see them all in your walkthrough
Testimonials

What founding members say

Four founding members already run their practice on Finaxion — in Mexico, France, Serbia and South Africa.

  • The DCF I used to build over two days now takes one sentence — and every figure arrives with its citation. My clients notice the difference.

    Founding MemberWealth advisor · Mexico City

  • We put three legendary strategies through the backtester before committing capital. The point-in-time discipline is what sold our committee.

    Founding MemberFamily office · Paris

  • AXI reads our 10-Ks faster than my junior analysts — and it shows the page number for every claim. That changed how we review filings.

    Founding MemberPortfolio manager · Belgrade

  • The watch agents caught a drawdown signal while I was asleep. The alert came with a one-paragraph explanation, not just a number.

    Founding MemberPrivate investor · Cape Town
    ◈ Illustrative quotes — real founding-member testimonials being collected

    Don't take our word for it. Ask a neutral AI.

    We are still building it.
    That is the point.

    Finaxion is in active development. We are assembling a small committee — investors, analysts, firms — who use it every day, tell us what is missing, and decide what gets built next. Members hold development pricing for as long as they stay.

    1

    A seat, not a subscription

    You use the platform every day and you have a direct line to the people building it. What the committee asks for gets built — or the committee is told why not.

    2

    Development pricing, held

    Members come in at a fraction of what the finished platform will list at. That standing does not move for as long as you stay with us.

    3

    Read by a person

    There is no sales team. Every application is read by the founder, and the call is with him. We are looking for people whose work will stress the product — not for volume.

    Apply to the committee

    The uncomfortable questions, first

    How much does it cost?

    There's no public price during the beta, on purpose. What fits an investor managing their own money isn't what fits a firm running money for others. You fill the form, we talk, and we put a number on the table. Filling it in costs nothing and commits you to nothing.

    Does this guarantee I'll make money?

    No. No one can guarantee that, and anyone who promises it is lying to you. We give you institutional rigor to decide better; risk always exists.

    How is this different from ChatGPT?

    AXI is connected to 2.9M verified point-in-time data points, cites every figure, and a verifier blocks fabricated citations. It doesn't improvise.

    What if it's not for me?

    30-day guarantee: full refund, no questions asked.