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Cutonce

Cutonce unlocks your whole universe

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FinanceEquity ResearchFinancial TechnologyInvestment Software

About

Cutonce is a research pipeline builder designed for financial analysts, particularly those working at boutique registered investment advisors (RIAs), quantitative architects, and independent analysts. The tool allows users to create automated research workflows by connecting data sources, filters, scoring mechanisms, and AI analysis on a visual canvas. Once a pipeline is defined, it can be scheduled to run on a recurring basis, delivering results directly to Google Sheets, a Drive folder, email, Slack, or via a webhook. The platform is built to transform an investment thesis into a repeatable, automated process that outputs a ranked shortlist without requiring manual coding. Key features include a visual node chaining interface where users combine filter, score, AI, and compare nodes to encode their research logic. Cutonce ingests a wide range of financial data automatically, including SEC filings (10-Ks, quarterly reports), earnings call transcripts, and fundamentals from sources such as public EDGAR and FRED. Users can start from preset universes like the S&P 500 or NASDAQ 100, or upload their own ticker list. The platform also supports extracting thesis and signals from video content, such as earnings calls, interviews, or strategy breakdowns, by reading the full transcript and converting it into editable pipeline nodes. Every run produces a reproducible audit log that records the trigger, data fetch, inference, score, and output, ensuring transparency and verifiability. Typical use cases involve setting up a research pipeline that runs overnight. An analyst defines the criteria for screening a universe of stocks, applies scoring based on financial metrics and sentiment from earnings calls, and schedules the pipeline to execute before market open. The results are automatically exported to a spreadsheet or sent to a team channel. The process eliminates manual reading and repetitive screening, allowing analysts to focus on interpretation and decision making. The platform is intended for users who can describe their strategy in explicit terms; no code is required to build pipelines, but every condition is user defined and adjustable. From a technical perspective, Cutonce requires no API key management from the user, as it centrally ingests and stores financial data. Outputs can be delivered as HTML reports, CSV files, or posted to external systems with custom headers. The service is offered with a free tier that does not require a credit card to start. The tool is explicitly non black box: all logic is inspectable and sourced from public data, and results remain fully exportable to the user’s own systems without data lock in.

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Added June 27, 2026
Updated June 27, 2026

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