Supercharge

your

Supercharge

your

Supercharge

your

Investment Process

Design AI Agents that

follow your mental model

Design AI Agents that

follow your mental model

Design AI Agents that

follow your mental model

Integrated with:

Use cases

Use cases

Use cases

Weeks of work

done

in minutes

Weeks of work

done

in minutes

Weeks of work

done

in minutes

Automate pre and post earnings workflows

within 3 min

Workflows execute post earnings call

Sentiment & Tone

Track across quarters

Guidance quality

across quarters, versus competitors

Automate pre and post earnings workflows

within 3 min

Workflows execute post earnings call

Sentiment & Tone

Track across quarters

Guidance quality

across quarters, versus competitors

Automate pre and post earnings workflows

within 3 min

Workflows execute post earnings call

Sentiment & Tone

Track across quarters

Run deep qualitative screens at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Run deep qualitative screens at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Run deep qualitative screens at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Get up to speed quickly

Saved 30 hours monthly

Frees up time to focus on deep-dives

Get a exhaustive horizontal snapshot

Broker Reports, News and your own proprietary sources

Get up to speed quickly

Saved 30 hours monthly

Frees up time to focus on deep-dives

Get a exhaustive horizontal snapshot

Broker Reports, News and your own proprietary sources

Get up to speed quickly

Saved 30 hours monthly

Frees up time to focus on deep-dives

Get a exhaustive horizontal snapshot

Broker Reports, News and your own proprietary sources

Monitor tickers related to portfolio stocks

30+

Monitors available from news to earnings

Track catalyst events unfolding

Trends sometimes unfold at the edges of the value chain

Monitor tickers related to portfolio stocks

30+

Monitors available from news to earnings

Track catalyst events unfolding

Trends sometimes unfold at the edges of the value chain

Monitor tickers related to portfolio stocks

30+

Monitors available from news to earnings

Track catalyst events unfolding

Trends sometimes unfold at the edges of the value chain

Go beyond

Go beyond

with Matterfact

with Matterfact

Critical financial data,
made AI ready, organized
for financial analysis.

Critical financial data,
made AI ready, organized
for financial analysis.

Critical financial data,
made AI ready, organized
for financial analysis.

Critical financial data,
made AI ready, organized
for financial analysis.

Critical financial data, made AI ready, organized for financial analysis.

Hundreds of pre-built, highly tuned workflows to choose from.

Build your own logic flowcharts.

Inspect the source document for every data point.

Automate, aggregate, and scale your workflows across tickers with continuously updated data.