Changelog

Financial lookups can now work out a quarter, half-year, nine-month or LTM figure from the periods a company did report, with every calculation done in code. A figure the company reported directly is kept as reported, and a result with gaps says which periods are missing rather than presenting a partial sum as a total.

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Two more hosted sources, on for every user. CFTC futures positioning covers 376 markets, with net long-minus-short figures the report itself does not publish. The Bundesbank's daily German government yield curve runs from one to thirty years, where FRED only carried a monthly series.

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Chat now searches every series source at once, FRED, EIA, Ember, CFTC and the Bundesbank, and ranks the results together, so a macro question no longer goes to the wrong source. Each result says where it came from, and forecast or unpublished periods are marked as such. Your per-source switches still decide which sources take part.

Calculations and charts in chat take fewer steps. The Python sandbox now keeps its variables and data for the whole run, so the model loads a dataset once instead of re-sending it at every step. Each analyst gets its own sandbox, so companies in one conversation never share state.

A Python step that fails in chat now shows as failed in the transcript rather than as a completed step.

Ask about several companies in one question. Chat works out which companies you mean and gives each one its own analyst, so a comparison across three names comes back as a single answer. Each analyst's steps appear in the conversation as it works.

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Attach a file to a chat message from the composer, with the paperclip or by dropping it in: PDF, text, Markdown, CSV and images. You can ask about it straight away, with no parsing step to wait through. After the answer, you choose whether to keep the file in your documents library or let it expire. Nothing is kept unless you say so.

Answers now cite their documents as numbered links. Hover one to see the document, its subtitle and its date, and each answer ends with a list of its sources. A document cited many times appears in that list once.

The connector catalog now lists 26 third-party servers alongside the ones we run, including Daloopa, Fiscal.ai, Alpha Vantage, FactSet, LSEG, S&P Global and Interactive Brokers. Every URL was checked to confirm it actually connects. Each one has a detail page saying what the source covers, what it will not answer, and what connecting asks of you.

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Chat turns are faster. The connectors we host now run in the same process instead of over a network hop, and a turn takes fewer steps to get where it is going. A /reload-connectors command rebuilds a conversation's connectors, so you do not have to start a new conversation to pick up a change.

The new-document email now names the ticker and the document in its subject line, so you can tell what arrived without opening it. Inside, the documents are grouped by company.

Financial tables now show values in trillions, so a company reporting in KRW or JPY keeps its own scale in both the table and the Excel export.

A chat covering several companies now names all of them in the breadcrumb and the sidebar, and each step in the transcript shows which company it ran under. Reloading the conversation keeps the analyst steps you watched.

Three connectors join the catalog. FRED brings the US macro series: CPI, PCE, real GDP, unemployment, the fed funds rate and Treasury yields, converted to whichever frequency your comparison needs. EIA covers US petroleum, natural gas, coal and electricity alongside its own forecasts, and adds production, consumption, trade, reserves and emissions for 268 countries back to 1980. Ember is global electricity: how each country makes its power, plus capacity, demand and grid carbon intensity.

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Search now covers filings, transcripts, reports and press releases alongside your own uploads, in one ranked list. Results are ordered so the passages the model reads first are the ones that answer the question. A match inside a table comes back as the table, not a slice of text around it.

Financials now come back for cumulative windows such as LTM, nine months and first half. Where a request does not pin down the period, the agent asks which one you mean instead of picking one for you.

Filings now open with a Sections outline beside the document. The section you are reading stays highlighted as you scroll, and the outline works in the PDF, the HTML original and the Markdown tab. A section can be linked directly, so a shared link opens where you left it.

Deep research results now arrive in the notification email alongside filings, grouped by company with a short summary under each report title. Your existing notification settings still decide what you receive.

Type @ in the chat composer to bring up a company autocomplete. The Thinking indicator now shows how long you have been waiting, and on a narrow screen the company tabs scroll and centre on the one you are viewing.

Filings are held complete rather than sliced into fragments, so a citation takes you to the exact section of the document it came from. Annual reports from non-US filers are parsed the same way.

Agents can read a single section of a filing, such as MD&A or risk factors, instead of working through the whole document. Long PDF reports now carry a table of contents with page links.

Hosted Connectors are MCP servers Marvin Labs runs and authenticates for you, so there is no URL to paste and no API key to manage. They are on by default, with a switch in settings for each one. The first covers the full text of US federal legislation from GovInfo.

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Common Ground Update reports what is genuinely new at an earnings. It opens with a short overview of what changed, treats contradictions and reversals as news, and leaves out results that simply came in as expected. Run it from the agent launcher or ask for it in chat.

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When a question matches an analysis one of the agents already does well, chat hands it to that agent instead of assembling the answer document by document. Those answers come back in fewer steps.

Scheduled and recurring agent runs can now keep a task list, take notes as they work, and run calculations. An unattended run plans its own work and computes figures rather than estimating them.

Uploaded documents open in a proper viewer showing the document's details and the companies it relates to, instead of the raw file. Text and Markdown render in place, and both the original and its Markdown version export from one menu.

Ticker links now work for digit-led Asian listings such as $9697.T and $000660.KS, hyphenated share classes such as $BRK-B, and mixed letter-digit lines such as $VOW3.DE. Dollar amounts stay plain text.

Company search now matches a company's cross-listing tickers, so searching the US line finds the same company as its home listing.

Upload your own documents: broker research, internal memos, third-party data, and transcripts we do not crawl. PDF, plain text, and Markdown, filed in the company's document list and available to AI Analyst Chat and Deep Research Agents. Uploads stay private to your account on Standard and Pro, with sharing across your organisation on Enterprise.

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Money and EPS now appear in the company's own reporting currency rather than defaulting to dollars, across headline earnings, headline financials, and the interactive statements.

Price charts now work for companies whose home listing chart providers do not recognise, and a company with no usable price feed shows a placeholder rather than an empty slot.

An answered question in chat collapses to one line showing what you picked, and a finished task list folds into a single row you can expand. A list stays open if one of its steps failed.

Deep Research Agents can run on their own from a new hub. Schedule one for the weekdays and hour you choose in your timezone, or have it fire when a new filing, earnings release, or transcript lands. Point it at your watchlist or a specific list of companies and have the report emailed to you.

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Company Focus and your usage limit now sit on a quiet line under the chat input rather than as chips in the toolbar. The limit stays muted until you get close to it.

The agent can ask you a question part-way through an answer, with options to click or a free-text reply, then carry on in the same turn. It asks instead of guessing what you meant.

The Tariff Impact Tracker, company pages, and the By Marvin Analysts index appear as soon as you click them in the sidebar instead of waiting for the whole page to render.

Connect your own MCP servers from settings. AI Analyst Chat and Deep Research Agents can then use tools from your market-data vendors, fundamentals providers, and internal systems alongside filings, earnings calls, and press releases.

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Where a connected MCP server covers ground Marvin Labs already has, the assistant uses the validated in-house figures first and treats the external server as a fallback. Any disagreement between the two is flagged.

The agent lays out multi-step work as a live checklist in chat, so you can watch each step move from pending to done.

The agent runs calculations in a sandboxed Python environment, so figures like CAGR, ratios, margins, and unit conversions are computed rather than estimated.

AI Credit limits raised across every plan. Standard moves to 2,000 credits a day and Pro to 10,000, and the free evaluation becomes a 1,500-credit allowance you spend at your own pace. The chat composer shows your usage per window, with a breakdown of each limit and when it resets.

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Answers in AI Chat and Deep Research now pass a citation check. Any claim that drifts from its underlying source is caught and corrected before the answer settles, with a Correction banner when that happens.

A chat turn resumes on its own if your connection drops while the work carries on server-side, and it follows you across browser tabs. A flaky connection or a tab switch no longer costs you an answer in progress.

A standalone Watchlist page lets you search, add, remove, and restore companies in one place.

Notification settings rebuilt. Document-update alerts can be scoped to your watchlist or to all companies, per document type, with platform updates as a separate control.

Long chat threads can be compacted with /compact, or automatically as a thread nears its limit, so you can keep working in the same conversation. /to-notes turns a chat into a note.

Recent runs, the chat sidebar, and thread titles update as work finishes, so a completed run or a renamed chat appears without a refresh.

Wide financial tables in chat stay readable instead of sprawling across the screen, with a row-oriented layout for the tables that need it.

Deep Research Agents launch from a list on the home page, and the company Guidance page runs on these agents: current state, long-term performance, and earnings performance.

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Answers containing data tables render as proper financial tables with typed number formatting, and each one exports to Markdown, CSV, or Excel.

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Guidance results rebuilt as structured tables. Each commitment shows its latest guided value, a source-linked date, its development history, and a beat, met, or missed outcome with accuracy and discipline scores.

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The Sentiment page compares a company against its peers in one chart, with a demo view for free accounts.

Tables in SEC filings render more reliably. Multi-level headers, units rows, and split currency symbols now hold together, and layout tables flatten into readable prose.

Analyst notes can carry a numbered list of watch conditions, each with a one-line summary you can expand for the full detail.

The chat composer shows how many of your daily questions you have used, so your remaining credits are visible at a glance.

Analyst notes can open with a thesis highlight block, a status card that states where the thesis stands before the detail follows.

Print-ready PDF export for agent results, with a cover page, running header, footer disclaimer, and page numbers.

AI Analyst Chat opens from the header with the Chat button or Cmd/Ctrl+J, and the conversation stays with you as you move around the app.

By Marvin Analysts, a home for analyst-authored research notes, with author bylines and shareable links.

AI Chat shows its reasoning and each source it opens as it works, instead of waiting until the whole answer is ready.

The Tariff Impact Tracker runs on live agent data, with a last-updated timestamp and a link through to the underlying result.

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Email notifications for new filings: one batched email when companies you watch publish, with one-click unsubscribe.

AI Chat answers now carry the surrounding context from a filing rather than an isolated line, and repeated facts are collapsed.

Ask AI Chat about a company's competitors, partners, suppliers, and customers.

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Web search in AI Chat brings in news, industry context, and product announcements.

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Type your next question while the AI is still answering the last one.

Use the arrow keys to bring back a previous message in chat.

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Stop an answer part-way through, or send it in a different direction, without starting a new conversation.

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/rename and /star handle thread management straight from the chat composer.

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Ask about a different company part-way through a conversation without starting over.

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AI Chat and Deep Research Agents can link straight to anything in the platform, including agent results, filing documents, and company pages.

Charts now render in PDF exports of agent results.

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Slash commands in chat: type / for quick actions such as /clear.

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Charts redesigned with a title, source attribution, and a PDF download.

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Chat is better at working out which company you mean, including when that only becomes clear over several messages.

Interactive charts render directly in chat and in agent results.

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A single earnings timeline you can page through in both directions.

Balance sheet and cash flow statement views added to every company page.

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Year-on-year growth for free cash flow and D&A expense added to financial reports.

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An LTM tab on the financials page shows the last twelve months.

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Free Cash Flow and ROIC now have their own interactive cards.

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Company pages now carry a TradingView advanced area chart for price history.

Threads can be starred and renamed in chat.

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