Industry
Map industry structure, cycle position, and competitive forces
Built for evidence-led investing
Research,
rooted in evidence
Redwood is a local-first U.S. equity research platform. It turns scattered filings, market data, and private knowledge into conclusions you can trace and verify.
Local-firstEvidence-auditableNo order execution
COMPANY UNDER REVIEW
Company 01 / US Equity
WORKFLOW
SAMPLE
01
Fundamentals
Statements · Quality · ROIC
02
Valuation
DCF · Scenarios · Sensitivity
03
Market Pulse
News · Technicals · Volatility
EVIDENCE CHAIN
10-K / Revenuematched
Earnings call / Guidancematched
Local thesis / Moatreview
RESEARCH DEPTH
5+2
Core modules
+ two-sided debate
4+Extensible knowledge domainsSelf-managed local collections, expandable to trusted third-party data sources
5+2Multiple research frameworksValuation, Goldman Sachs research synthesis, 5+2 analysis, and more
BY DESIGNTraceable evidenceClaims retain provenance, context, and visible uncertainty
TRIGGEREDWorkflow automationScheduled and agent-triggered research runs without autonomous order execution
01 / RESEARCH SYSTEMNot more information.
Not more information.
A better research order.
Redwood examines a company through a 5+2 framework: five objective research modules, followed by a two-sided stress test of the case for—and against—investing.
Business model
Deconstruct revenue engines, moats, and unit economics
Management
Assess capital allocation, incentives, and execution history
Financials
Interrogate growth quality, cash flow, and the balance sheet
Valuation
Build price discipline through DCF and relative valuation
+Investment logic
What must remain true? What is the market missing?
−Reasons not to invest
What would invalidate the thesis? Which risks are underpriced?
02 / PLATFORM CAPABILITIES
Every conclusion has a provenance.
From the moment information enters Redwood, its source, version, rights, and location are recorded. Agents find connections; humans retain judgment.
01
Local knowledge engine
Turn PDFs, Markdown, DOCX, and private notes into precisely located evidence while preserving source, time, and usage rights.
02
Specialist research agents
Fundamentals, valuation, news, technicals, and volatility work in their own lanes while a coordinator enforces one evidence standard.
03
Deterministic finance
Financial ratios, option Greeks, implied volatility, and risk metrics run through reproducible calculations with inspectable outputs.
04
Financial research ontology
Unify companies, securities, metrics, and relationships while keeping matched, ambiguous, and unresolved identities explicit.
05
Auditable evidence chain
Every material claim can resolve to an original document, precise locator, and evidence class—ready to challenge, verify, and update.
06
Read-only safety boundary
Redwood supports research and risk understanding, never order execution. Sensitive credentials stay outside model context and outputs.
07
Email & messaging delivery
Deliver scheduled research and agent-triggered updates through email or approved third-party instant-messaging channels.
08
Portfolio intelligence
Produce full-view asset statistics, evaluation reports, and IBKR holdings-risk reviews with privacy-safe presentation controls.
09
Company event intelligence
Monitor material company actions, disclose evidence gaps, and deliver one review-ready daily brief across approved channels.
03 / PRIVACY-SAFE CASESUseful at portfolio scale.
Useful at portfolio scale.
Private by construction.
Illustrative report layouts show how Redwood communicates portfolio findings. Sensitive fields are replaced with non-recoverable mosaic placeholders—no live account or position data is embedded in this page.
CASE 01FULL-VIEW ASSET REPORT
HOUSEHOLD / CONSOLIDATED
MOSAICEDAsset statistics & evaluation
Owner
Total assets
Report date
Consolidates asset classes, liquidity, currency exposure, allocation, and risk bands into one reconciled view.
CASE 02IBKR HOLDINGS RISK
PORTFOLIO / RISK REVIEW
MOSAICEDHoldings risk assessment
Account
Net liquidation
Top position
Concentration & overlapOptions expiry & liquidityMargin, FX & drawdown risk
EmailThird-party IM
Turns a read-only holdings snapshot into prioritized risk observations and scheduled or agent-triggered delivery.
CASE 03COMPANY EVENT INTELLIGENCE
WATCHLIST / DAILY BRIEF
MOSAICEDMaterial actions, in one review queue
01Coverage
02Event window
03Evidence status
Corporate actionPotential impactGap disclosed
EmailNotion
Turns authorized public evidence into a concise daily brief, with independent delivery status and safe retry behavior.
AI can accelerate research.
It cannot replace accountability.
01
Evidence before opinionClaims begin with sources, not confidence.
02
Uncertainty stays visibleUnknowns are never packaged as certainty.
03
Local by defaultPrivate knowledge and sensitive data remain local.
04
Human decidesThe system supports research; the investor decides.
05 / MEMBERSHIPResearch access,
Research access,
clearly scoped.
One individual plan for recurring research and evidence-led conversations. Enterprise work is designed around your workflow, data boundaries, and delivery needs.
Individual01
US$99 / month- 1,000 chatbot calls each month
- Monthly stock research selection
- Monthly market outlook
- Evidence-led answers for authorized users
Enterprise02
Custom engagement- Equity, portfolio, and research-system integration
- Internal documents and private knowledge integration
- IM, email, and workflow delivery integration
- Detailed pricing through consultation
Research support only. No order execution. Market analysis is informational and does not guarantee investment outcomes.
PRIVATE BETA / 2026Built for investors
Built for investors
who go deep.
Redwood is evolving in private beta with investors who value evidence, process, and long-term thinking.