View-driven stock analysis

Your view of the future, mapped to the companies it affects.

Knowledge from your field, your experience or just a strong hunch is enough. Write it as a view, and Convicta maps the companies that are lifted, hit or touched indirectly, and documents every link with the company's own words.

Example view
I want exposure to health and biotech companies that sell all over the world, not in one market.Investigate this view

Health and biotech: I want exposure to health and biotech companies that sell all over the world, not in one market. Chain: Healthcare and hospitals → Genmab, H. LUNDBECK A/S, CHEMOMETEC A/S, BIOPORTO A/S. AI and infrastructure: I believe more data centres will increase the need for power and cooling. Which companies give the most direct exposure to that development? Chain: Data centres → NKT A/S, Vestas Wind Systems, FLSMIDTH & CO. A/S, ROCKWOOL A/S. Water: I believe the need for clean water and better supply will grow. Which companies are best placed to create value from that? Chain: Water → ROYAL UNIBREW A/S, Per Aarsleff Holding A/S, AKTIESELSKABET SCHOUW & CO., Gabriel Holding A/S. Automation: I believe companies will automate more tasks. Which suppliers of equipment and services stand to grow the most from that? Chain: Automation and robotics → CHEMOMETEC A/S, KONSOLIDATOR A/S, DSV, Gabriel Holding A/S. Energy efficiency: I believe energy savings will become more important for buildings and industry. Which companies benefit the most from that development? Chain: Energy efficiency → ROCKWOOL A/S, MT Højgaard Holding A/S, Per Aarsleff Holding A/S, Flügger group A/S.

Choose your entry point

Same tool – choose where you want to start.

How Convicta works

Three steps from your idea to a result

Your insight sets the direction. The numbers give you something to hold it up against.

Read more about the method →
  1. Write down what you know

    Start with what you know yourself: from your field, your experience or a strong hunch. What changes, why, and who is affected?

    I believe the need for clean water and better supply will grow.
  2. Set your financial criteria

    Choose criteria such as price, debt and growth. They narrow down the companies; words in your view do not change them.

    Fair priceHealthy balance sheetGrowingDividend
  3. See the map, the figures and the reasoning

    Convicta maps who your view lifts, hits or touches indirectly, and shows the chain, the company's own words and the key figures separately.

    WaterSupplyliftedhit

Why Convicta

A chatbot guesses at the obvious ones. Convicta maps everyone your view hits.

Testers often ask: what can Convicta do that an ordinary chatbot can't?

An ordinary chatbot

Answers from what it remembers

Coverage
Mostly mentions the companies that are talked about the most.
Direction
Mostly those that look like winners.
Indirect links
Mostly the direct and the obvious.
Evidence
Memory. You can rarely see where a claim comes from, and you tend to get an answer anyway.

Convicta

Winners, losers and indirect links

Coverage
Every company is read the same way, including those no one is talking about right now.
Direction
Both those your view lifts and those it hits, if it holds.
Indirect links
Chains, not just the direct link:
Interest ratesConstructionRockwool
Evidence
Every link is documented with the company's own words. If Convicta finds no evidence, it says no.

The map covers the companies whose annual report Convicta has read. You set your view and the criteria yourself; the result is information, not investment advice.Read all five answers →

Start with what you know yourself

An industry you know from the inside. A new customer need. A strong hunch about the future. Write it as a view, and see who it lifts, who it hits, and who it reaches indirectly, if it holds.

Information, not advice. Companies' own words from annual reports, with source and date.