What runs underneath
Grouped by job, not by menu. This is what the assistant reaches for behind a single question.
DCF & Relative Valuation
Real cash-flow models and peer multiples, computed on demand.
Options Structuring
Real strikes and premiums off the live chain: spreads, straddles, collars.
Composite Alpha & Factor Timing
GQ-RDAS style multi-factor scoring, computed live per ticker.
Short Interest & Insider Activity
Real, sourced positioning data, not a modeled estimate.
Market-Implied Inflation
Real FRED TIPS breakeven series. A market read, not a house forecast.
Entity & Peer Compare
Side-by-side company-level comparison across the full tracked universe.
SEC Filings & Financials
Income statement, balance sheet and cash flow read straight from the filings.
Filing Language Changes
What an issuer changed in its own words between one filing and the next.
Live Market & Economic Data
Quotes, movers and the macro series behind them: CPI, payrolls, the curve.
Fund Fact Sheets
Calendar-year returns, portfolio-aggregate stats, checked against real issuer documents.
Workflow Studio
Chain any real tool into a scheduled, approval-gated automation.
Team Chat
Real-time messaging with colleagues, right beside the workflow you're discussing.
Voice-Driven Research
Ask a question aloud, in any supported language, get a sourced answer.
SMA Builder
Construct a real, rules-based Separately Managed Account from fundamental, sector, valuation, and exclusion filters. Save it as a live portfolio.
Rebalance Trade List
Real proposed buy/sell $ amounts to close a portfolio's drift from target. Never executed automatically.
Portfolio Review Agent
Chains drift, rebalance, liquidity, and cost checks into one prioritized action-item review.
One platform, in your language
The terminal and the assistant translate live, in place. Not a static language pack.