Flow 01
The Tuesday routine
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.
Use case · For analysts
AI for financial analysts, end to end.
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.
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Workspaces
04
Moves
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Workflows
askFinz · analysts
01Morning briefing
02Citation-backed notes
03Ask across models
04Keep a searchable record
research·news·search·chat·storage
one workflowone workspace
What you can do
Four moves, one workspace.
- 01Morning briefingPull the day's signal across feeds, deduped and clustered by holding or sector — the read, not the noise.
- 02Citation-backed notesDraft a note where every number links back to the page it came from, in your house template.
- 03Ask across modelsSwitch between AI models in one thread for the question at hand — bring files, keep the history.
- 04Keep a searchable recordEverything you file is semantically searchable later, so the work compounds instead of evaporating.
Example workflows
What it looks like end to end.
Flow 02
Ad-hoc deep dive
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.
Questions
Frequently asked.
- What can a financial analyst do with askFinz today?
- 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.
- Which AI models can I use?
- Chat lets you switch between multiple models in a single thread, so you can pick the right one per question without starting over.
- Does it replace my terminal?
- 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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