AI Analyst Chat

AI-Powered Investment Research Chat for Professional Analysts

AI Analyst Chat is built for equity research analysts and portfolio managers who need reliable answers from primary financial sources. It functions as an always-available senior analyst, ready to test your investment thesis, surface material insights from company documents, and help refine your research view.

Every response is grounded in validated financial data and primary sources including earnings call transcripts, SEC filings, and press releases. This allows analysts to accelerate their investment research workflow while maintaining the analytical rigor required for investment decisions and client communications.

Iterative Financial Analysis with Context Preservation

Investment research is inherently iterative. Analysts begin with a question about company fundamentals, then refine their analysis by comparing financial periods, stress-testing an investment thesis, or examining management commentary for strategic signals.

AI Analyst Chat supports this research process directly. Start with any question about company financials, strategy, or operations and receive a validated answer with direct citations to primary sources. From there, build your analysis through natural follow-up questions.

Example research workflows:

• Analyze year-over-year margin trends and identify underlying drivers
• Compare revenue growth across business segments and geographies
• Examine management tone on specific topics like competition or capital allocation
• Track KPI changes across multiple quarters to identify inflection points
• Test scenario assumptions: "If management's margin expansion thesis relies on fixed cost leverage, how consistent is that with their historical operating leverage?"
• Challenge investment theses: "I'm building a bull case on market share gains. What evidence from competitor filings would contradict this view?"

Beyond simple data retrieval, analysts use AI Analyst Chat to pressure-test assumptions and explore alternative interpretations. The system acts as a sparring partner that has comprehensive knowledge of every filing, transcript, and presentation, enabling substantive analytical dialogue grounded in primary sources.

Each conversation thread preserves full context and maintains source linkage to the original financial documents. This means your analysis becomes progressively richer without drifting from factual accuracy.

Because primary documents are ingested within seconds of publication, your analysis always reflects the most current company disclosures. Work with real-time financial data while maintaining institutional-quality research standards.

Convert Conversations into Research Deliverables

AI Analyst Chat extends beyond interactive Q&A. Research conversations can be converted into formatted outputs including investment memos, financial models, KPI tracking dashboards, and executive summaries.

Each deliverable maintains full source attribution to the underlying primary documents, making them audit-ready and suitable for institutional investment processes.

Integration with Marvin Labs workflow automation: When combined with Deep Research Agents and Material Summaries, your research conversations become the foundation for ongoing monitoring. Research agents automatically update your analyses as new company filings and earnings materials are published, while Chat remains available for ad-hoc exploration and thesis refinement.