Discover with AI
Scout and screens propose candidates; Copilot turns news and peers into shortlists. You tag what enters the pipeline.
From idea discovery to company work, thesis drafting, and monitoring β multi-model Copilot, specialist AI analysts, and Scout sit inside the same investment research process. You decide; AI accelerates every step.
Investment research as one continuous process β with multi-model AI accelerating every stage, and the analyst closing the loop.
Scout and screens propose candidates; Copilot turns news and peers into shortlists. You tag what enters the pipeline.
Ticker page, statements, comps, and a scoped Copilot. Prefer tool-sourced answers over free-form guesswork.
Conversation becomes structured notes and thesis drafts inside a pipeline. You review and publish.
Earnings, revisions, and news land on the same timeline. AI helps flag drift; you decide what changes the thesis.
AI proposes and drafts. The analyst triages, edits, and publishes β nothing ships without you.
Markets, research, AI agents, and analysis are not silos β they are stages of the same workflow, with Copilot available wherever you work.
Charts, statements, and metrics β plus a ticker-scoped Copilot so company work stays AI-assisted without leaving the page.
Living notes and thesis workspaces where Copilot drafts, links, and versions β the system of record for AI-assisted research.
Session Copilot, specialist analyst personas, and Scout discovery β AI roles for every stage, always under your triage.
Supply-chain, geography, and fundamental screens that feed the same AI-native loop from idea to monitoring.
Four production surfaces that carry AI through investment research β not bolted-on chat, but tools that read data and write into your record.
Pull statements, search notes, update pipelines, and draft entries without leaving context. Multi-model routing, tool trails, and capability tiers keep AI productive and accountable.
AI helps surface and draft; pipelines hold the process β watch, active research, published memo β so AI output becomes durable desk work, not disposable chat.
Fundamentals and charts for bottom-up research β with Copilot scoped to the name you are studying, so AI answers stay grounded in that company.
Personas pressure-test ideas with distinct frameworks. Scout runs scheduled AI discovery against your pipelines. You triage; the process stays yours.
The same stack as the live portal β frontier models, fundamentals data, optional analytics, and a durable research record AI can write into.
Anthropic, OpenAI, and xAI power the AI workflow. Budget limits and inspectable tool trails on every agent turn.
Statements, prices, consensus, and earnings calendar across domestic and international coverage.
When configured, screens and enrichment can use the in-memory engine. Core Copilot, notes, and markets do not depend on it.
Notes, pipelines, messages, and audit β so AI-assisted work persists with point-in-time integrity.
Not another chat tab β an AI-native desk from idea to published thesis. Request a walkthrough, or sign in if you already have an account.