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. Ask it to test your investment thesis, pull specific data points from company documents, or challenge your assumptions on a name you cover.

Every response includes direct citations to the specific sections of earnings calls, SEC filings, or press releases used in the analysis. Because primary documents are ingested within seconds of publication, your analysis always reflects the most current company disclosures.

Iterative Analysis

Start with any question about company financials, strategy, or operations. From there, build your analysis through follow-up questions. Each conversation thread preserves full context and source linkage, so follow-ups build on prior answers without losing citations.

Example prompts:

• "If management's margin expansion thesis relies on fixed cost leverage, how consistent is that with their historical operating leverage?"
• "I'm building a bull case on market share gains. What evidence from competitor filings would contradict this view?"
• "Compare revenue growth across MSFT's business segments for the last 6 quarters"
• "How has management tone on capital allocation changed between the last two earnings calls?"

Interactive Charts and Tables

Ask a data question and the answer includes a chart you can hover, zoom, and download. Bar charts for peer comparisons, line charts for trends, structured tables when the data is better read as rows. Charts can be exported as images or PDF for client presentations and research notes.

Learn more in our interactive charts and tables overview.

Financial Statements and Derived Metrics

AI Chat draws on the same financial statements and derived metrics available on every company page: income statements, balance sheets, cash flow, FCF, ROIC, valuation multiples, and earnings surprises with five years of history. Ask about any metric and get the data with full context and source attribution.

Research Deliverables

Conversations can be converted into formatted outputs: investment memos, KPI tracking dashboards, executive summaries. Each deliverable maintains full source attribution, so they are audit-ready out of the box.

When combined with Deep Research Agents and Material Summaries, research conversations become the foundation for ongoing monitoring. Agents automatically update your analyses as new filings and earnings materials are published, while Chat remains available for ad-hoc exploration.