The next great investment idea might not be the one everyone's talking about.
Explore overlooked companies, emerging themes, and connections across the market. Start with a question — and find out where it leads.
An educational research tool — not investment advice.
You know the famous stocks. What about the businesses behind them?
Most research starts and ends with the same handful of names. The interesting part is often one layer down — in the suppliers, enablers, and infrastructure that a trend quietly depends on.
- Reading the headlines. You follow the tickers in the news — the companies already in the spotlight.
- Searching the same names. Screeners and feeds mostly surface what everyone else is already looking at.
- Hours of research, no direction. You read a lot, but it's hard to know which thread to pull next.
The blind spot, in one trade
When the Iran conflict put the Strait of Hormuz in every headline, the trade most investors reached for was crude oil — the obvious, liquid, front-of-mind expression of the story.
The layer underneath was the ships that carry the oil. Tanker shipping was the trade that actually paid — and it is not a sector, so the usual sector screen never surfaces it as a group. Our own market note of 12 Oct 2026 called it "the cleanest momentum trade nobody aggregates into a sector".
BWET, the Breakwave Tanker Shipping ETF, in Relaxfolio's own output dated 12 Oct 2026: +38.9% over one month, +6,950% over one year.
A retrospective example of the mechanism — not a recommendation. BWET is a volatile thematic fund with a 3.5% expense ratio, and shipping is cyclical: it can reverse as hard as it ran.
What most investors see
What the story actually depends on
An investment theme is rarely a single ticker. It's a network of businesses — each with its own exposure, and its own risk.
One big trend. Many ways to investigate it.
Zoom into almost any trend and it fans out into a value chain. The headline names are only the first layer.
Chips
The accelerators and the memory they need. Ask: who else has to ship more silicon for this to keep growing?
Power
Data centres can't run without electricity. Ask: which utilities, grid, and generation businesses are exposed?
Cooling
More compute means more heat. Ask: who supplies the thermal systems and the parts inside them?
Networking
A cluster is only as fast as the links between its machines. Ask: which optics, switching, and cabling names sit behind the rack?
The opportunity isn't necessarily the company in the headline. It might be the supplier, the enabler, or the infrastructure business with a very different exposure.
Illustrative research map — not a forecast of winners.
Turn your investment ideas into a researchable shortlist.
Describe the idea the way you'd say it out loud. Relaxfolio turns it into a shortlist you can actually investigate.
- 1 Describe the idea. "Companies that could benefit from rising data-centre electricity demand."
- 2 Explore the results. Review the matching companies, the signals behind them, and the related businesses.
- 3 Investigate the candidates. Open the fundamentals, the chart, and the risks before you decide anything.
- Try it with your own idea
A real Relaxfolio run, muted. Prefer to read? The steps are summarised below.
Show the step-by-step summary
- Type a question in plain English — for example, “companies that could benefit from rising data-centre electricity demand”.
- The results appear, grouped by how each company relates to the idea.
- Open a candidate to review its fundamentals, chart, ownership, and the risks.
Not just a list of stocks. A better starting point for research.
Look beyond familiar tickers
Explore themes and business relationships across industries — not just the names you already know.
Screen in plain English
Express the idea the way you think it, instead of hand-building filters and syntax.
Go deeper on what's left
Move from a shortlist into company fundamentals, charts, ownership, and context.
The usual approach
One long list. No obvious narrative.
With Relaxfolio
The same candidates, grouped by the story that connects them.
A conceptual comparison. The left is a flat result list; the right is the same candidates grouped by the story that connects them.
See what a better question can uncover.
Follow a real research session — from the original question to the companies worth investigating. The signals, the evidence, and the risks, not just the tickers.
The question
Which businesses supply the infrastructure that AI computing depends on?
The query
ai infrastructure bottleneck
What the run returned — a few of the candidates, with the run's own notes
Why it appearedthe run calls it "the true single point of failure in the AI supply chain" — it gates every accelerator and HBM stack
Key metricrevenue +25.0% YoY, moat score 9/10
Riskgeographic concentration in Taiwan
Why it appearedswitchgear, busway and UPS with a multi-year backlog; the run notes "power is now the binding constraint on AI buildout"
Key metricrevenue +10.3% YoY, moat score 8/10
Riskorders track data-centre capex, so a buildout pause shows up here first
Why it appearedliquid cooling is "moving from optional to mandatory as rack power density exceeds air-cooling limits"
Key metricrevenue +27.7% YoY, 1Y +41.9%
Riskorder timing is lumpy
Source Relaxfolio research run, data as of 12 October 2026. Company roles and risk notes are the run's own analysis; metrics come from market data and public filings.
Why it appeared
Each name ranks on how it maps to the question, what the business actually does, and how the market is pricing it. The three above sit in three different layers — foundry, power, cooling — which is the point: the question returns a chain, not one headline name.
What to verify
Whether the exposure is material to the business, how that business is performing, and whether the story is already in the price.
What could go wrong
A theme that stops moving, a company with only tangential exposure, or a valuation that already assumes the best case.
From a real run. A research starting point — not a recommendation.
Markets change. Your next research question is waiting.
Research isn't one question. Themes appear, leadership rotates, and fundamentals move — so the desk publishes a dated note on what changed, and any line in it can become a search.
A new theme to investigate
the 12 Oct note called tanker shipping "the cleanest momentum trade nobody aggregates into a sector", with Frontline up 28% in a month.
Look into itA sector whose leadership rotated
the same note put medtech and staples at the top of the one-month board while the AI-hardware trade narrowed — a rotation you can see as a cluster.
Look into itA group whose fundamentals deserve a fresh look
companies near a 52-week low with earnings still intact: the set where a bargain and a trap look identical until you read the business.
Look into itWhatever your investment thesis, start with the question.
Emerging themes
Which companies are exposed to a trend that's starting to move?
Who benefits beyond the obvious AI stocks? ReadUndervalued businesses
Which quality companies deserve a closer look?
Find quality businesses at reasonable valuations. ReadMomentum and swing setups
Which stocks match a defined technical setup?
Find new uptrends with strong volume. ReadETFs and market leadership
Which sectors, countries, or themes are gaining strength?
Which sectors are gaining relative strength? ReadDiscover candidates. Verify the thesis. Make your own decision.
A shortlist is a starting point, not a verdict. Every candidate arrives with the reasoning in the open — so you can check it, and disagree with it.
Why it appeared
The signal that put it on the list — how it ranks on the numbers behind your idea.
What supports the thesis
The evidence worth reading — filings, ownership activity, and how the business is actually doing.
What could go wrong
The risk that matters — valuation, leverage, a crowded trade, or a story that's already priced in.
- Scope. Thousands of US-listed stocks and ETFs, refreshed from public filings and market data.
- What it doesn't do. Relaxfolio doesn't tell you what to buy, model your returns, or replace your judgement.
- Your call. It organises opportunities and the evidence around them. The decision stays with you.
A better starting point for every investment question.
Turn an idea into a shortlist, explore the connections, and investigate the candidates. Membership unlocks the full research workspace.
The first 100 customers keep the discounted price — $30/month or $300/year, half of $60/$600 — for as long as the subscription stays active, renewals included.
$60
Charged $30 today, then $30 every month.
$600 · billed annually
Charged $300 today, then $300 every 12 months.
7-day refund policy
"50% off for life" means the first 100 customers pay $30/month or $300/year — half the standard $60/$600 — for as long as their subscription stays active, renewals included. Subscriptions renew automatically and can be cancelled any time from your account, with a 7-day refund policy (full refund if unused, pro-rata if used). See the Terms of Service for the detail.
Straight answers
How is this different from a stock screener? ▾
What can I type into it? ▾
How does it identify related businesses? ▾
What does the product cover? ▾
How fresh is the data? ▾
Does Relaxfolio tell me what to buy? ▾
Is it suitable for beginners? ▾
Do I need an account before running a search? ▾
What happens after I subscribe? ▾
How do cancellations and refunds work? ▾
Who is it for? ▾
What do you want to discover?
You don't need to know the right filters. Start with an idea you're curious about.
Pick a prompt or type your own, then press Discover. You can look around the app without an account — running your own search needs a free sign-up, and we'll carry your question over with you.
Create a free account to run a search of your own.