The $2.7 Million Information Advantage.

Processing the upcoming wave of financial filings is an enormous undertaking.

Without our AI, it would cost at least $2.7 million to process the 3,000+ filings expected this quarter.

That represents tens of thousands of hours of forensic accounting work - reading footnotes, adjusting for hidden debt, and calculating true Economic Earnings.

Most individual investors cannot afford to hire an army of analysts to do this.

That is why "information asymmetry" exists.

Institutions pay $12,000+ per month for this data. They see the risks others don't. They see the value others miss.

Portfolio Insights closes that gap.

For the first time, we are giving you the output of that $2.7+ million investment - the forensic adjustments, the "Truth Engine" ratings, and the deep fundamental metrics - tailored specifically for your portfolio.

You get the same forensic AI.

The same ~900 basis points of outperformance potential.

The same 55-month #1 track record.

At over 95% off institutional pricing.

1. Institutional-Grade Stock Ratings
   • 3,300+ Stocks Analyzed: See instant "Very Attractive" to "Very Unattractive" ratings based on forensic accounting, not Wall Street hype.
   • Forensic Details: We strip away the accounting tricks to show you the adjustments needed to see true Economic Earnings and ROIC.
   • See What Wall Street Ignores: Access Return on Invested Capital (ROIC), Free Cash Flow Yield, and Price-to-Economic Book Value for every stock you track.
   • Growth Appreciation Period (GAP): Know exactly how much "future growth" is priced into the stock today.
2. Stock & ETF Screeners
   • Screen 3,300+ stocks to find all the "Very Attractive" stocks in an instant.
   • Screen 7,000+ ETFs & mutual funds to find all the "Very Attractive" funds, also screen by type, price, sector, style, total assets and provider.
3. Your Personal "50-Stock Audit"
   • Track Your Core Portfolio: Up to 50 tickers.
   • Daily "Truth" Alerts: Get notified immediately when a rating changes due to new filings or data. Stop guessing about your holdings.
4. PDF Research Reports
   • Deep Dives: Download comprehensive reports for any stock in your portfolio. This isn't a summary; it's a full forensic audit.

Bonus: Founding Members Training With David Trainer (Value: $1,000)

1. Here’s what’s included:
   • Investing Fundamentals: Master key concepts & sharpen your research skills.
   • Portfolio Insights Mastery: Discover how to leverage our new tool for maximum results.
   • Live Q&A: Get your pressing questions answered directly by David Trainer himself.

• • 1-Year Access to the Portfolio Insights Membership.
  • We’re giving you 1 month for FREE if you purchase a 12-month plan.
  • Price: $5,489 (Save $499 - get 1 month FREE)

• • 2-Years of Access to the Portfolio Insights Membership.
  • We’re giving you 3 months for FREE if you purchase a 2-year plan.
  • Price: $10,479 (Save $1,497 - get 3 months FREE)

In the next few weeks, thousands of companies will release their annual reports.

They will bury critical details in hundreds of thousands of pages of footnotes.

Rating changes will happen fast.

If you join today, you can audit your portfolio before the market reprices your stocks. You can identify the hidden risks before they become headline news.

If you wait, you will be analyzing the past.

We are confident because we know the data works.

Our Core Earnings system beat the S&P 500 by ~900 basis points in 2025.

Now, we want you to prove it to yourself.

The window to act is now.

You can still access Portfolio Insights at regular price here.