Does askFinz cite its sources for equity research?

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.

Can I use my own filings and transcripts?

Yes. Upload the documents you already collect and they become part of a searchable index the notebook reads from, alongside live multi-source news.

Is this a replacement for my data terminal or order-management system?

No. askFinz produces the note, the briefing and the searchable record — it doesn't hold positions, route trades or replace your book of record.

Use case · For analysts

AI for equity research, with the working shown.

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.

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Workspaces

Moves

Workflows

askFinz · analysts

01Pull the read together

02Ground it in current news

03Search across everything you've filed

04File the artefact

research·news·search·storage

one workflowone workspace

What you can do

Four moves, one workspace.

01
Pull the read together
Open a notebook per name; cite 10-K passages, the recent call and your own prior notes — each claim next to its source.
02
Ground it in current news
Sweep deduped, multi-source news clusters on the names you cover so a single story doesn't read four ways.
03
Search across everything you've filed
Semantic search over the filings, transcripts and notes you've already collected — find the passage, not just the document.
04
File the artefact
Export the note to versioned storage alongside the underlying filings, so next quarter starts from the same folder.

The stack under the work

The workspaces this job runs on.

Research

Available

Studies that cite their sources.

News

Available

Today, in one briefing.

Available

A search engine for humans, agents and LLMs.

Storage

Available

Your files, organised.

Example workflows

What it looks like end to end.

Flow 01

Investment-committee memo

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.

Flow 02

Earnings reaction note

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

Frequently asked.

Does askFinz cite its sources for equity research?: 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.
Can I use my own filings and transcripts?: Yes. Upload the documents you already collect and they become part of a searchable index the notebook reads from, alongside live multi-source news.
Is this a replacement for my data terminal or order-management system?: 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

Put it to work.

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