What Is It?
AI Chat is your dedicated artificial intelligence analyst, purpose-built for finance and the language of the markets.
It is a generative search feature that instantly synthesizes answers to your research queries from across thousands of proprietary and public documents available on the platform.
The core value of AI Chat is its total transparency: every single answer is accompanied by sentence-level citations, allowing you to click directly to the source document to verify the information.
Ready to try? Launch the full AI Chat session here: Launch Conversation
Why Use It?
The primary purpose of the main platform is to allow users to easily search thousands of sources to research companies and answer general financial questions, leading to better investment decisions.
AI Chat dramatically accelerates this process by performing hours of manual due diligence in seconds to minutes. Instead of searching and sifting through dozens of documents yourself, AI Chat instantly delivers a synthesized answer, complete with an auditable trail back to the evidence.
This speed and transparency provide immediate value by:
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Supercharging Due Diligence: Get an instant summary of complex topics (e.g., “How is AAPL leveraging AI for R&D?”) without manually opening and reading every document. [Launch conversation]
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Mitigating Risk: Since the model is trained on financial jargon and provides citations, you eliminate the risk of hallucinations and ensure your insights are grounded in verified, original data.
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Focusing Your Research: You can control the scope of the analysis to ensure the AI is answering based on your specific needs, making your investment thesis development faster and more precise.
Tip: Sharing Your Research
AI Chat includes powerful sharing functionality, allowing you to easily collaborate and audit findings with colleagues or partners. All sharing options generate a unique, public link to a static snapshot of the chat, ensuring that all original citations are preserved and accessible to the recipient.
Users can easily share their research queries and results in three flexible ways:
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Share the Full Conversation: A single link captures the entire chat history from the initial prompt to the latest response, providing the full context of the research journey.
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Share an Individual Response: Quickly generate a link to just a specific AI-generated answer, perfect for sharing a singular, citable data point or insight.
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Share the Initial Query via Link: Generate a pre-populated AI Chat link that, when clicked, automatically runs the query on the recipient's platform, allowing them to instantly replicate the research and continue the analysis.
Use Cases
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Competitive Landscape Assessment: “Summarize the key strategic focus areas for Tesla’s main competitors (e.g., Volkswagen Group, BYD, Stellantis, Geely) in the European EV market, drawing on recent news articles and credible market research published in the last six months.” [Launch conversation]
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Financial Metric Comparison: “Compare Q2 2019 Net Income and Revenue growth rates between Apple (AAPL) and Microsoft (MSFT), citing their respective 10-Q filings.” [Launch conversation]
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Industry Trend Analysis: “Compare the geopolitical regulatory risk mitigation strategies (e.g., diversification, R&D) for advanced node and AI chip supply cited by NVDA & INTC in their latest quarterly earnings reports.” [Launch conversation]