Run the analyst's day from one login: the morning briefing, the citation-backed note by lunch, the deduped watchlist news through the close, and a searchable record of everything you've read.
Morning briefing[1]
Citation-backed notes[2]
Ask across models[3]
Keep a searchable record[4]
Example workflows
Briefing before the open, a citation-backed note by lunch, deduped watchlist clusters through the afternoon, and the artefact filed by the close — the same chain of moves, run from one workspace instead of six tabs.
A question lands at 2pm. Open a notebook, pull the filings and the news, ask across models for the framing, and hand back a sourced one-pager before the day is out.
What you can do
The concrete work behind "ai for financial analysts" — not a feature list.
Pull the day's signal across feeds, deduped and clustered by holding or sector — the read, not the noise.
Draft a note where every number links back to the page it came from, in your house template.
Switch between AI models in one thread for the question at hand — bring files, keep the history.
Everything you file is semantically searchable later, so the work compounds instead of evaporating.
The stack under the work
Listed in the order the work moves through them, each carrying its live status.
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.
Questions
Different job? Browse every use case or start from your industry.
Run a deduped morning briefing, draft citation-backed research notes, follow watchlist news clustered across sources, switch between AI models in one chat, and keep a searchable record of everything — all from one login.
Chat lets you switch between multiple models in a single thread, so you can pick the right one per question without starting over.
No — it produces the briefing, the note and the searchable record. It doesn't hold positions or route trades; your system of record stays where it is.
For analysts
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