- Run an event study on market reactions
How did the stock react to the event, beyond the market move?
- Build Equity Research Reports
Bring company documents and a research mandate. Build a report with traceable evidence.
- Delegate Investment Research
Give agents an investment question. Inspect the sources and resulting analysis.
- Build A Research Agent
Define the companies, questions and sources your research agent should investigate.
- Run Research On A Schedule
Turn a saved market study into recurring research with dated results and change alerts.
- Research A Stock In One Place
Investigate a company, build valuation scenarios and keep the investment thesis together.
- Follow Events By Company
Follow company events and investigate their implications for the investment case.
- Screen Stocks By Their Events
Rank stocks by recent events, direction and channel confidence. Inspect each catalyst.
- Make The Thesis Testable
Write the investment case as explicit claims, evidence and invalidation conditions.
- Monitor Your Thesis Conditions
Set invalidation conditions for an investment thesis. Track evidence that challenges it.
- Monitor Your Coverage Universe
Follow developments touching your coverage universe and inspect why each event matters.
- Build Sourced Investment Case
Bring the thesis, scenarios, countercase, portfolio fit and execution plan into one case.
- Record Why You Made The Trade
Save the evidence, assumptions and rationale behind investment decisions in one workspace.
- Produce An Investment Memo
Turn company research into an investment memo with assumptions and a clear countercase.
- Turn Research Into A Deck
Generate an investment presentation from the same research behind the report and model.
- Map Events To Opportunities
Trace a market development into affected assets, investment cases and portfolio questions.
- Find The Research You Did
Recover prior research context instead of reconstructing the same investment question.
- Research Any Page You Read
Select a passage. Trace its market impact, affected assets and the holdings on that path.
- One Investment Research Record
Collaborate on research and models with shared context, roles and decision review.
- Discuss The Actual Portfolio
Investigate portfolio questions with your team in a shared financial research workspace.
- Ask A Financial Analyst
Ask an investment question and develop the analysis with evidence and portfolio context.
- Find The Companies In A Theme
Turn an investment theme into a company research set with business-exposure evidence.
- Underwrite The Issuer
Read capital structure, maturities, liquidity and sources in one issuer record.
- Compare Historical Cases
Compare a current event with historical cases and inspect the differences that matter.
- Stock pitches
Support the recommendation with valuation and disconfirming evidence.
- Point-in-time research
Test using the data that was available on the decision date.
- Research diffs
Show which new filing facts changed the model or conclusion.
- Bear case
Test the strongest evidence against owning the company.
- Research resolution
Turn an unresolved market question into a test with a recorded outcome.
- Causal evidence library
Inspect the evidence before importing an effect into a financial model.
- Portfolio assignments
Get a portfolio decision package with risks, alternatives and reconsideration conditions.
- Thesis assignments
Test the company thesis against filings and price-implied expectations.
- Theme assignments
Trace the theme through business relationships to actual holdings.
- Published research editions
Publish an evidence-linked edition that cannot silently change.
- Secure distribution
Send the exact reviewed edition while retaining control over access.
- Action analytics
Compare the proposed response using explicit instruments, costs and scenarios.