Honest answers

The questions you'd ask a friend
who actually uses this.

If you'd rather skim — we don't blame you. Every question links to a self-contained answer.

What does Strike Zone actually do?+

It runs your investment criteria against the full universe of globally listed stocks. You define a Circle of Competence — a stack of quantitative pre-filters plus qualitative questions an LLM evaluates — and Strike Zone surfaces the handful of stocks that pass every check. Stocks that pass go onto your watchlist, where the price you'd be willing to pay grows automatically as the business grows. When live price crosses a threshold, you're notified.

That's the entire product. There is no AI predicting returns, no model picking stocks, no signals or arbitrary scores.

Is this investment advice?+

No. Strike Zone is a research and screening tool. It does not provide personalised investment advice, does not act as a fiduciary, and is not a registered investment advisor. We don't recommend stocks. We surface stocks that match criteria you wrote.

What you decide to do with that list is your decision, on your own framework, with whatever professional input you choose. We strongly recommend consulting a qualified financial professional before making investment decisions.

What does the AI actually do?+

For each qualitative question in your Circle, the AI reads the relevant material from a company's filings, transcripts, and disclosures, and produces a pass/fail with reasoning. It does not score the stock, rank it, or predict its return. It evaluates one question against one company and outputs an answer plus the passages it relied on.

You can read the reasoning. If the AI got something wrong — misread a footnote, conflated two segments, hallucinated a fact — you tighten the question and re-run. The LLM is a tireless analyst applying your standards. It's not an oracle.

What's a Fat Pitch?+

A Fat Pitch is a stock that survives every check in your Circle of Competence — every quantitative threshold and every AI-evaluated qualitative question. The phrase is Warren Buffett's: a pitch so squarely in your strike zone that swinging at it is the obvious decision. Fat Pitches are candidates for your Dugout. They are not buy recommendations.

What's the Dugout?+

Your watchlist. Each entry has a Fair Value (your estimate of intrinsic value), a Buy threshold (the discount that would interest you), and a Strong Buy threshold (the discount that would compel you to act). All three drift upward each day at your growth-rate assumption, so the bands track the business rather than the date you wrote them.

What universe does it screen?+

More than 50,000 publicly traded companies across major exchanges around the world. We're continually expanding coverage. If a stock isn't currently included, you can request it.

Why daily zone drift instead of fixed thresholds?+

Because a business is worth more in twelve months if it has compounded earnings, and your Fair Value should reflect that. A static "buy at $145" you wrote a year ago is wrong today — the business is bigger, and you missed the entry without knowing.

The drift rate is yours to set per stock. A predictable compounder might drift at 8–10% annually. A cyclical might warrant 0% or a manual update. Strike Zone doesn't pick the rate. It just enforces it once you do.

Why qualitative questions at all? Aren't the numbers enough?+

Because almost every interesting investment thesis sits in the qualitative layer. Pricing power. Capital allocation discipline. The durability of a moat against a technology shift. None of these are columns in a screener. All of them are knowable from filings and disclosures, if you have the time to read everything.

The LLM has the time. You don't. That's the asymmetry.

Won't I just clone someone else's checklist?+

You might at first. Templates are a fine starting point — Buffett-style quality, Lynch GARP, founder-led, deep value. But the templates aren't optimised for you, your industries, or your risk tolerance. Within a few runs, almost every serious user starts editing questions, removing ones they don't agree with, adding ones that reflect what they actually look for.

That's the whole point. The product is the act of writing your framework down.

How do I know the AI evaluation is accurate?+

Every pass / fail comes with the AI's reasoning trail — you can see exactly where in the pipeline a stock met or missed your standards, and on what basis. If something looks off, adjust your criteria and re-run, or evaluate the stock yourself. The results are yours to review, not a verdict from a black box.

That said: AI outputs can be incomplete, inaccurate, or reflect limitations in underlying data. They are analysis tools, not recommendations. Independent verification matters.

…a typical stock screener?+

Most stock screeners filter on columns: P/E, market cap, ROIC, debt. They're useful and we use them as a starting layer in every Zone. But they stop at numbers. They can't evaluate "Has management bought back stock opportunistically?" — that requires reading filings and reasoning about them.

Strike Zone's Zones include the numeric stage and a qualitative stage that runs on top of it. The numeric checks narrow the universe; the AI does the analyst work on what's left.

…a robo-advisor?+

Robo-advisors manage your money for you. They build portfolios, rebalance them, and place trades. Strike Zone does none of those things. We give you a tool. You make the decisions. We don't touch your brokerage account, ever.

…an "AI stock-picker" that gives me a buy signal?+

We aren't one. We are deliberately, on purpose, the opposite. Tools that predict returns or generate buy signals tend to compound two errors: they promise certainty the market doesn't supply, and they take the judgement away from the person who has to live with the position.

Strike Zone is a discipline engine. It enforces criteria you wrote yourself. The judgement stays with you, where it belongs.

…just doing my own research?+

You should still do your own research. Strike Zone narrows what you have to research on. Instead of evaluating thousands of stocks, you evaluate the handful that survive your written criteria. The depth of work per company goes up. The volume of work goes way, way down.

Are you a registered investment advisor?+

No. Strike Zone Investing is a research and screening software tool. We are not an RIA, do not act as fiduciaries, and do not provide personalised investment advice. The application of our tool to your specific financial circumstances is your responsibility, ideally in consultation with a qualified financial professional.

What happens if the AI is wrong?+

It will be, occasionally. AI can miss context, hallucinate, or trip on ambiguous language. Three things mitigate this:

  • Every evaluation comes with the AI's reasoning trail. You can review the path each stock took through your standards and see where it matched or got filtered out.
  • You can tighten or rewrite questions that produce noisy answers.
  • Strike Zone never tells you to buy anything. Even a clean pass on every check is a candidate, not a recommendation.

Independent verification of any AI-derived analysis is your responsibility. We are explicit about that in our terms.

Can investing using your tool result in losses?+

Yes. Investing always involves risk, including the possible loss of principal. Past performance is not indicative of future results. Our tool helps you apply your criteria consistently — it does not guarantee outcomes. Markets, businesses, and investor circumstances change. Use the tool as one input among several.

What data do you store about my account?+

Your Circles (your filter definitions and questions), your Dugout (the stocks you track and the thresholds you set), your run history, and standard account information (email, plan, billing). We don't ask for your brokerage credentials. We don't ask for your portfolio. We don't sell your data.

Do you connect to my brokerage?+

No. Strike Zone is read-only against market data we license. We don't touch your trading accounts. Any execution is yours to do, on whatever platform you use.

Are my Circles visible to anyone else?+

No. Your Circles are private by default. We use anonymised, aggregated data internally to improve the AI evaluation layer (e.g. detecting consistently-failing questions), but no individual user's framework is ever exposed to anyone else or used to train external models.

How does billing work?+

Pick a plan and start with the free trial — a small number of screens you can run before any charges. We don't ask for a card up front. If you decide to continue, you'll move to a paid plan; if you don't, you walk away.

Can I cancel or change plans?+

Yes, any time. Both upgrades and downgrades take effect at the end of your current billing period. If you cancel, you'll keep access through the end of the period you've paid for — and you can always sign back up later.

Important. Strike Zone Investing is a research and screening tool, not a registered investment advisor. Nothing here constitutes investment advice. AI-generated analysis may be incomplete, inaccurate, or limited by its source data; all outputs should be independently verified. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial professional before making investment decisions.

Still curious

Run a screen. The product answers the rest.

Every plan starts with a free trial. We're letting people in as spots open — drop your email and we'll be in touch.