Codify

your

Codify

your

Codify

your

Investment Process

Desgin AI Agents that match your workflow and mental models

Desgin AI Agents that match your workflow and mental models

Desgin AI Agents that match your workflow and mental models

AI that

works and thinks

like you

AI that

works and thinks

like you

AI that

works and thinks

like you

Go beyond chat. Workflow engines let you codify your reesarch process.

80+

hours saved

80+

hours saved

280+

Earnings Calls Analyzed

280+

Earnings Calls Analyzed

3min

To generate readthroughs

3min

To generate readthroughs

25+

Live Workflows

25+

Live Workflows

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

<7min

Workflows execute

Sentiment

Track across quarters

A vs B

Compare guidance

Automate pre and post earnings workflows

<7min

Workflows execute

Sentiment

Track across quarters

A vs B

Compare guidance

Automate pre and post earnings workflows

<7min

Workflows execute

Sentiment

Track across quarters

Dig deep, at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Dig deep, at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Dig deep, at scale

20min

Do 100+ days of work

Be a forensic expert

Drill down into financials

Let machine follow your investment process

1000 steps

Depth of research

3 months -> 5min

Build once, run repeatedly

Let machine follow your investment process

1000 steps

Depth of research

3 months -> 5min

Build once, run repeatedly

Let machine follow your investment process

1000 steps

Depth of research

3 months -> 5min

Build once, run repeatedly

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.