Qualtrim

Research & Analysis — Paid

Fundamentals research app with 30+ years of financials, a DCF calculator and AI summaries of moats, risks and earnings calls.

AI-written moat and risk summaries for every company

Overview

Qualtrim is a fundamentals research platform for long-term stock investors. It was built by YouTuber Joseph Carlson, and it targets the dividend and quality-growth crowd who want clean charts instead of spreadsheets. Web and iOS share one account.

You get 15+ interactive charts per stock covering revenue, EBITDA, free cash flow, EPS and key ratios, backed by 30+ years of history. The AI layer writes competitive advantage and risk summaries for each company and summarizes earnings call transcripts going back to 2005. There is a DCF calculator with editable assumptions, a Dip Finder, unlimited portfolio tracking with AI portfolio insights, watchlists and price alerts. One plan includes everything: $9.99 a month with a 7-day free trial, or $99 a year.

The catch: this is a research and charting tool, not a screener or a trading platform. There is no order execution, no options data and no technical setup scanning. Part of the value is the Discord and show access, which matters only if you follow the founder. Skip it if you trade short-term charts or want a full screener.

Pros

Cons

Is Qualtrim Legit? FAQ

Is Qualtrim legit?

Qualtrim is a real, working product with a public track record you can check: 42 reviews on the App Store, averaging 4.8 out of 5. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: No screener or technical analysis tools.

How much does Qualtrim cost?

Qualtrim is listed at $9.99/mo. There is no free plan. Prices change, so confirm on the official site before you pay.

Does Qualtrim have a free trial?

Yes. Qualtrim offers a free trial, so you can test it before paying.

The FullStack Alpha Network

Three sites, one standard: tested tools, no paid rankings.