Calypso

AI research workspace for public equities, built on cited sources

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Screenshot of Calypso, AI research workspace for public equities, built on cited sources

What is Calypso?

Calypso is an AI research workspace for public equities that links live price action, earnings evidence, bull and bear thesis changes, and 13F fund positioning back to primary sources.

Calypso is a research workspace for public equities that organizes market data and company disclosures into a single, source linked view. The product is built around four connected layers: a live tape of watchlist price action and overnight moves, a company level evidence file, a running bull and bear debate, and reported fund positioning drawn from 13F filings. Rather than presenting a black box answer, every claim in the interface carries an attached source, whether that is a primary filing, a company release, or an earnings call transcript. The workflow starts on the live dashboard, where a watchlist shows intraday and overnight performance alongside the company events behind each move. Selecting a ticker opens a company workspace with quarterly review charts, management history tracked across quarters, comparable businesses, and a Q&A panel that answers questions about recent results while pointing to the excerpt those answers came from. A separate debate view splits the same evidence into bull and bear cases and flags each point as new, stronger, or weaker relative to prior quarters, which makes thesis drift visible instead of buried in a transcript. The 13F module adds a positioning layer. It aggregates reported manager holdings by security, ranks the most widely held names, and estimates quarterly net additions and reductions across funds such as Coatue, Tiger Global, and Appaloosa. Calypso states plainly that this data is delayed and that short interest is displayed separately, so the timing caveat is part of the product rather than a footnote. The tool suits equity analysts, portfolio managers, and serious individual investors who already read filings and want the monitoring work compressed. It is not a screener, a brokerage, or a signal service, and it does not make recommendations. The closer comparison is a research terminal or a filings aggregator, with Calypso leaning on sourced summaries and thesis tracking rather than on raw data breadth. Pricing is not published on the homepage; access is arranged through a demo request.

How do you use Calypso?

  1. 1Open the live dashboard
    Load the live view to see intraday and overnight price action across your watchlist, with company events listed next to the moves they explain.
    Calypso — Open the live dashboard
  2. 2Build a watchlist and search tickers
    Use the company search to add names to the watchlist. Each row shows latest price, daily change, free cash flow yield, and capital return.
  3. 3Open a company evidence page
    Select a ticker to reach its workspace, where cited news, earnings transcripts, management history, and comparable businesses sit alongside the reported quarterly figures.
    Calypso — Open a company evidence page
  4. 4Review the bull and bear debate
    Switch to the debates view to read both sides of the thesis, with each point marked new, stronger, or weaker against prior quarters and linked to its source document.
  5. 5Ask the company Q&A a question
    Query recent results in plain language; the answer lists the specific filing or release excerpt it was drawn from so you can verify it directly.
  6. 6Check reported fund positioning
    Open the ownership view for a security to see which managers hold it, how many, and the estimated net additions or reductions for the quarter, keeping the reporting delay in mind.
    Calypso — Check reported fund positioning

Pros and cons

Pros

  • Every research claim shown in the interface carries an attached source link, including filings and company releasesAI
  • Bull and bear theses are tracked quarter over quarter and labeled as new, stronger, or weaker, so thesis drift is easy to spotAI
  • 13F intelligence aggregates reported manager activity by security and estimates net quarterly buying and sellingAI
  • The company Q&A panel answers questions about reported results and surfaces the underlying excerptAI
  • Live dashboard combines overnight and intraday watchlist moves with the events that drove themAI

Cons

  • Pricing is not published anywhere on the homepage, so cost has to be established through a sales conversationAI
  • 13F positioning data is inherently delayed and the product offers no way around that reporting lagAI
  • Coverage evidence on the homepage leans heavily on a single large cap example, leaving breadth of ticker coverage unclearAI
  • No integrations with brokerage, portfolio accounting, or spreadsheet tools are describedAI
  • Requires existing fluency in filings and financial statements to get value from the evidence viewsAI

How much does Calypso cost?

Support

Support is handled by email, with a demo request form routed to info@calypsocopilot.com for prospective users.

Features

The workspace combines a live watchlist tape with company events and primary sources, a per company evidence file covering cited news, earnings transcripts and management history, a bull versus bear debate tracker that labels each point as new, stronger or weaker, a Q&A panel that returns the source excerpt behind each answer, comparable business views, and 13F intelligence showing reported manager holdings with estimated quarterly net buying and selling.

Frequently asked questions about Calypso

  • How do you use Calypso?
    The walkthrough on this page covers 6 steps: 1. Open the live dashboard 2. Build a watchlist and search tickers 3. Open a company evidence page 4. Review the bull and bear debate 5. Ask the company Q&A a question 6. Check reported fund positioning.
  • What platforms does Calypso support?
    Calypso is available on Web App.
  • What are the limitations of Calypso?
    Pricing is not published anywhere on the homepage, so cost has to be established through a sales conversation. 13F positioning data is inherently delayed and the product offers no way around that reporting lag. Coverage evidence on the homepage leans heavily on a single large cap example, leaving breadth of ticker coverage unclear.

Status

StatusActive
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Outbound clicks0
Added10/21/2026

Platforms

Web App

Pricing

Paid