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.
Today · what you can do
Pull the day's signal across multiple feeds, deduped and clustered by holding or sector.
Draft a defensible note where every number links back to the page it came from — the filing or transcript passage itself, not a paraphrase of it.
Live, deduped clusters on the names you follow — so a story doesn't read four ways.
Pin executive metrics to a build-your-own dashboard canvas; keep statements and filings in versioned Storage.
What the desk is reading
Research and News are not reading a generic web sweep. What a company files and what it said on the call are kept together with the reporting period attached, so a Q2 number is never quietly read against a Q1 transcript.
It is the same index the rest of the platform reads from — not a separate finance product bolted on the side. Read how the index is built.
Today · shipping workspaces
In private access today, each carrying its live status.
Notebooks that read, synthesise and reference. Branch, version, merge — turn a question into a defensible answer.
Open ResearchOne workflow, end-to-end
The same chain of moves an analyst runs on Tuesday morning — most shipping today, with the build-your-own dashboard arriving later.
Open a Research notebook for the meeting. Branch a thread per holding. Cite news pieces, 10-Q passages and your own prior notes — every filing and transcript arrives with its reporting period attached, 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.
Example workflows
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.
Typical user
End of session
Not available yet
A self-serve dashboard and reporting workspace — connect your data, drag fields onto a canvas, build charts and share them. Like Power BI, native to askFinz.
Drop a file, ask a question, get a chart. No formulas required.
Questions
Yes. askFinz doesn't replace your data terminal, order-management system or book of record. You bring the filings, transcripts and spreadsheet exports; the workshop reads, cites and drafts from them. Positions and trade routing stay where they are.
Yes. Upload your template to Storage and the workshop will apply it as the output format for new notes and briefings, keeping your IC-presentable layout consistent across the book.
The cloud workspaces — Research, News, Search, Storage, Chat — are the primary surface for wealth work, and they are what is running today. The Desktop App brings its own web browser and askFinz Drive to your machine, with the development environment following; most wealth analysts start with the cloud plan.
For wealth teams
We'll walk through the workspaces in private access today and the two still in build.
What you walk out with
per session
