Bring the relevant evidence into the run.
Use earnings releases, transcripts, SEC exhibits, clinical registries, papers, market data, private-company signals, uploaded files, and proprietary context.
AI Analyst
Weeks of source work compressed into one decision-grade analyst run.
AI Analyst assembles the source packet, reads across filings, transcripts, estimates, market data, documents, and specialist datasets, then returns a report with citations, gaps, model context, exports, follow-ups, and monitor actions.
Analyst run
Opus 1M
Question
Did the earnings call change the investment case?
EvidenceRelease + 8-K + transcriptCoverage: verified
ReasoningBase / bear / bull / thesis-breakerModel: selected
OutputReport + monitor actionSaved to history
100xproductivity improvement for source-heavy research workflows that used to span days of tabs, PDFs, and notes
200+analysis skills for dashboards, scorecards, source audits, underwriting views, scenarios, and IC material
1Mlarge-context analyst runs when the job requires full transcripts, filings, PDFs, and long source packages
Source provenanceURLs, tool logs, retrieved documents, warnings, and source-quality diagnostics stay with the report.
Review controlsModel choice, report mode, optional fact check, exports, share links, and follow-up chat remain inspectable.
Action handoffTurn the report into a recurring monitor, portfolio review item, or saved decision record.
How it works
The run builds the source packet before it writes the answer.
AI Analyst makes the path from request to evidence to recommendation visible, so the report can be challenged before it is used.
SEC filing
Transcript
Market data
Portfolio thesis
Evidence lockCoverage verified
OutputReport + source log + monitor
01Resolve the company and eventticker, reporting period, source universe
02Read the primary materialrelease, filing, transcript, exhibits, estimates
03Return a decision packthesis movement, risks, evidence gaps, next actions
Workflow
The analyst run stays inspectable.
Each report carries the practical context an investment team needs later: the request, source coverage, model settings, warnings, saved follow-ups, and the actions available from the result.
Choose the depth that matches the decision.
Quick checks, targeted research, deep research, forum-style analysis, design mode, model selection, and optional fact checks are available from the same surface.
Turn the answer into a next action.
Save follow-ups, create share links, export material, generate audio, run peer review, and convert a thesis into a recurring monitor.
InputQuestion + asset contextExample: NVDA earnings, transcript, consensus, portfolio thesis
EvidenceSource coverage checkSEC exhibit, release, call transcript, pricing, market context
OutputDecision-ready reportKey changes, source log, saved follow-ups, monitor action
Example dossier
NVDA post-earnings decision pack
AskWhat changed in the thesis after the call?Run with release, transcript, 8-K, estimates, price reaction, and portfolio context.
ChecksRevenue guide, capex read-through, margin bridge, customer concentrationSource coverage and confidence warnings stay attached to the saved report.
ActionsExport memo, ask follow-ups, create weekly monitorThe result remains operational instead of ending as static prose.
Example run
Post-earnings thesis break review.
Was the move driven by guidance quality, margin mix, capex intensity, customer concentration, or sell-side positioning? AI Analyst reconciles the release, transcript, estimates, price reaction, and portfolio thesis in one governed run.
Output
Source coverageIssuer + SEC + transcript
Saved actionsMonitor, export, follow-up
Review layerOptional fact check
Enter AI Analyst