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Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.
AI Equity Research Assistant for questions on filings and transcripts
AI-generated earnings transcript summaries
AI-powered search across earnings calls and 10-K filings
Real-time 8-K dashboard with tiered access
Watchlists and stock alerts (limits by plan)
Custom screeners for advanced filtering (custom tier)
Custom data integrations (premium tiers)
Team accounts for collaborative research
Dedicated support and consulting (higher tiers)
Discounted subscriptions for students and classrooms
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Speed through 10-K/10-Q reviews and earnings transcripts with AI summaries and targeted search to prepare notes faster.
Monitor a portfolio with watchlists and alerts while auto-generating comparable company updates and summaries.
Ask natural-language questions on filings and transcripts to quickly validate ideas and surface key risks.
Leverage discounted access to practice professional-grade research workflows and produce class-ready reports.
Create client-ready briefs and recurring company updates using templated, auto-generated reports.
Track competitor disclosures via the 8-K dashboard and transcript search to inform messaging and strategy.
Integrate custom datasets and build bespoke screeners to enrich research and automate data pulls.
Extract quotes, themes, and discrepancies from earnings calls quickly to support timely coverage.
Perform fast public-comps surveillance and market monitoring during diligence using alerts and summaries.
Receive alerts on new 8-Ks and changes in non-GAAP metrics to assess disclosure and reporting shifts.
Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.