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.
ESG & Carbon Scoring
In-house scoring against real peer-category averages, not a resold rating.
USCCB Catholic Screen
Values-based exclusion screening to a real, named standard.
Carbon Historical Trend
Real year-over-year fund carbon trend from actual filed holdings.
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.
Not a screenshot. Watch it run.
These panels call the same public API the platform ships with — right now, in your browser.
One platform, in your language
The terminal and the assistant translate live, in place — not a static language pack.