Information, not advice
We believe investors deserve clear, comprehensive information to make their own decisions — not a black box telling them what to do. Every report cites its reasoning and shows its sources.
About us
Built by an investor, for investors.
Investment Secretary started with a simple frustration — and grew into the research secretary busy investors deserve.
Investment Secretary was founded by a Finance Business Controller who spent her evenings doing the same thing every serious investor does: checking watchlists, reading earnings reports, tracking insider activity, and trying to stay ahead of market-moving news — all on top of a full-time career.
The frustration wasn't a lack of information. It was the opposite — too much information, scattered across too many sources, with no one putting it together specifically for what she cared about.
Investment Secretary was built to solve that. Not as another tool to check, but as a dedicated secretary that does the watching, the reading, and the summarizing — and delivers it exactly when and how you need it.
Our mission
To give individual investors the same caliber of research support that institutional investors take for granted — delivered with the judgment of a secretary who knows exactly what matters to you.
What we believe
Depth over noise
Headlines are everywhere. Real analysis is rare. We focus on the analysis that actually changes how you think about a position — earnings context, insider signals, institutional moves, and macro forces.
Built around you
Your schedule, your watchlist, your preferences. Investment Secretary adapts to how you invest — not the other way around.
Company Information
Investment Secretary is operated by Investment Secretary LLC, a Wyoming limited liability company.
30 N Gould St Ste NSheridan, WY 82801
Contact: support@investmentsecretary.com
Investment Secretary provides information and analysis for educational and informational purposes only. We are not a registered investment adviser, broker-dealer, or financial advisor. Nothing on this site or in our communications constitutes investment advice, and all investment decisions remain solely your responsibility. Please see our Terms of Service and Privacy Policy for complete details.