Built for equity & fund research teams
Your research book, one analyst desk
Track stocks and funds on a live coverage dashboard, triage filings and news in an inbox, and ship cited memos — without jumping between terminals, shared drives, and chat wrappers.
Free to start · SEC filings & research packs · No credit card
Research book
Wednesday · 2 names need attention
Apple Inc.
Street
Buy
Ours
Overweight
Earnings
Apr 30
SPDR S&P 500 ETF
Street
—
Ours
Market weight
NVIDIA
Street
Strong Buy
Ours
Overweight
Earnings
May 22
Workspace · AAPL
iPhone-led upgrade cycle with Services margin expansion; watch China sell-through and App Store regulatory overhang.
News & sentiment · last 6 mo
Mixed tone on AI spend; positive on datacenter demand · Transcript imported
Stocks & funds
One coverage book
SEC + transcripts
Research packs included
Cited memos
Page-level sources
Team workflows
Share & review outputs
The analyst day
One loop, not a pile of tabs
Most tools stop at search. We built the workflow equity researchers actually run — from morning brief through published output.
6:00 AM
Morning brief
See which names need attention, upcoming earnings, and pending reviews across your book.
6:15 AM
Inbox triage
New 8-Ks, transcripts, and news land in one queue — import to chat or matrix in one click.
9:00 AM
Open a workspace
Each stock or fund gets filings, market data, AI summaries, news sentiment, and your team's conviction in one place.
11:00 AM
Cited research
Ask questions, run extractions, and draft quarterly memos — every claim linked to source text.
2:00 PM
Publish
Submit outputs for team review and surface published research on the coverage desk.
Ready to try the loop? Create your first workspace
Not another chat box
Research infrastructure, not a wrapper
Document Q&A is table stakes. The difference is whether the product understands how analysts organize coverage, react to earnings, and ship work product.
Research book
Add stocks and funds to your book. See health signals, Street consensus, earnings dates, live prices, and fund metrics in one dashboard.
Workflow inbox
Monitors catch new filings and news. Triage alerts, import to your workspace, or dismiss.
Fund workspaces
ETF and mutual fund coverage with sector context, news sentiment, and document packs — alongside your single-name book.
Market context
Price history and fundamentals sit beside your documents. Workspace blurbs and news summaries are customizable with AI prompts.
Cited memos & decks
Draft quarterly updates, build charts, and export PowerPoint — grounded in your indexed corpus with page-level citations.
Team conviction
Track internal ratings and thesis alongside Street view. Share workspaces and review outputs before publish.
Cross-name compare
Run the same extraction prompts across multiple tickers and export a comparable table.
Set up your first stock or fund in under five minutes
Create a coverage workspace, import the latest 10-K and transcript from EDGAR, pull in news and market context, and ask your first question with citations — free.
- · Add a ticker or fund from the research book
- · One-click research pack for SEC filings and transcripts
- · Chat, matrix, and memo templates with source links