Introducing Moat: your investment research workspace

Good investing research has a quiet problem: the useful context lives everywhere.

The watchlist is in one place. Notes from the latest concall live somewhere else. Sector news, valuation snapshots and the reason an idea mattered in the first place end up scattered across tabs, documents and memory. By the time it is time to review a holding, the work has to be reconstructed.

Today, we are introducing Moat — a personal investment research workspace built around your goals, your timeframe and your own investing thesis.

Your thesis should survive the research process

An investing workflow becomes much stronger when the reason for an idea remains visible. Moat keeps that lens close while you review a company: what needs to be true, what evidence supports the idea, what could change the view, and how it fits a multi-year horizon.

This is deliberately different from another feed of market noise. Moat is a place to make the research process more structured and repeatable, so each review starts with context instead of a blank page.

One workspace for watchlists and holdings

Moat connects the parts of research that are normally separated:

• Watchlists keep promising ideas ready for deeper work.
• Current holdings place research in the context of the portfolio you already own.
• Analysis history makes it easier to revisit how a view evolved.
• Recommendation labels help distinguish an idea ready for more work from one that needs patience or should be left alone for now.

The point is not to replace judgment. It is to give judgment the surrounding evidence it needs.

Context, not just a price chart

A company cannot be understood from a price chart alone. Moat brings Screener data, earnings concall context and sector news into the same research loop. That gives you a more useful starting point for a review: business details, management commentary, and the outside forces that may strengthen or weaken the thesis.

You remain responsible for deciding what matters. Moat makes the material easier to keep, compare and revisit.

Built for deliberate, multi-year research

Moat is designed for investors who prefer a 2–3 year lens over the urgency of the next market move. It helps you keep an investment thesis, research record and portfolio context together as the evidence changes.

It is a research and organization tool, not personalized financial advice. No product can make the uncertainty of investing disappear; better context simply gives you a more considered way to work through it.

Start building your Moat

The best investment workspace is one you return to. Start with the companies you are already watching, capture the reasons they matter, and let future reviews build on the work you have already done.

Moat is live now at moat.getvak.com.