Draft a research note where every number carries its citation. Pull filings, earnings calls and the last six months of news into a single notebook, branch a thread per name, and ship a memo your investment committee can actually defend.
Pull the read together[1]
Ground it in current news[2]
Search across everything you've filed[3]
File the artefact[4]
What you can do
The concrete work behind "ai for equity research" — not a feature list.
Open a notebook per name; cite 10-K passages, the recent call and your own prior notes — each claim next to its source.
Sweep deduped, multi-source news clusters on the names you cover so a single story doesn't read four ways.
Semantic search over the filings, transcripts and notes you've already collected — find the passage, not just the document.
Export the note to versioned storage alongside the underlying filings, so next quarter starts from the same folder.
What it reads against
The reference collections this job draws on. Each is a page you can open and read before you trust a single answer.
Collections are libraries the workspaces read from, kept as what they are rather than flattened into one pile. See the full collection breakdown.
The stack under the work
Listed in the order the work moves through them, each carrying its live status.
Notebooks that read, synthesise and reference. Branch, version, merge — turn a question into a defensible answer.
Open ResearchExample workflows
Draft a six-page IC memo on one name in an afternoon. The notebook pulls the filing passages, the recent earnings call and six months of news, threads them into your house template, and carries a citation on every figure.
The morning after a print, collapse the call transcript and the day's coverage into a one-page reaction — what changed, what the Street missed, and the line you'd take to the desk.
Questions
Different job? Browse every use case or start from your industry.
Yes. Research notebooks attach a citation to each claim, so every figure in a note links back to the filing, transcript or article it came from — the point is a memo you can defend, not a black box.
Yes. Upload the documents you already collect and they become part of a searchable index the notebook reads from, alongside live multi-source news.
No. askFinz produces the note, the briefing and the searchable record — it doesn't hold positions, route trades or replace your book of record.
For analysts
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