A workshop for analysts, advisors and operators of capital. Run the briefing in the morning, build a citation-backed note by lunch, and let the dashboards read themselves through the close.
A global markets terminal — live prices and deep data on stocks, ETFs, crypto, indices and options worldwide, with AI forecasts and research, all explained in plain English.
Drop a file, ask a question, get a chart. No formulas required.
Draft a 6-page IC memo on a single name in an afternoon. The Researcher pulls 10-K passages, the recent earnings call and the last six months of news; the Writer threads them into the house template; every figure carries its citation. Ships as a PDF and a versioned Storage entry.
Run a one-by-one diligence pass over the watchlist before a rebalance. Each holding gets the same five-question rubric, the same source breadth and the same length. Inconsistency is the bug; the workflow is the fix.
Collapse a day's reading on one sector into a single deduped briefing — agreement on top, surface the disagreement underneath, every cluster traceable to the originating sources. Ten minutes instead of ninety.
The same chain of moves an analyst runs on Tuesday morning. Four steps across the workshop — most shipping today, with the build-your-own dashboard arriving soon.
Open a Research notebook for the meeting. Branch a thread per holding. Cite news pieces, 10-Q passages and your own prior notes — every claim sits next to its source so you can defend it later.
Sweep the deduped multi-source news clusters on the names that matter. The same story read four ways collapses into one — surface the disagreement, not the duplication.
Pin price, revenue trend and the two or three metrics the client actually asks about onto a Charts canvas — your own build-your-own dashboard. Keep the canvas — next month is a re-export, not a re-build.
Export the briefing PDF into versioned Storage alongside the underlying filings. Next quarter's briefing starts from the same folder, not a fresh download.
askFinz is not your portfolio system, your CRM or your order-management tool — and it isn't pretending to be. We don't hold positions, route trades or replace your book of record. The workshop produces the briefing, the note, the canvas, the file you would otherwise hand-craft from those systems. The system of record stays where it is; the artefact moves faster.
We'll walk through the workspaces in private access today and the two finance-specific ones still in build.
