Added browser-like tab navigation to the dashboard: switch between sections without losing your place, with keep-alive support that preserves state across tabs

Launched Portfolio Analytics module under Watchlist with four new views: Exposure Analytics, Performance Attribution, Risk Analytics, and Stress Testing

Added computational precision tools to the research pipeline for accurate CAGR, margin, multiple, and DCF calculations in reports

Introduced web search as a primary data source for bonds, commodities, FX, and macro research topics

Upgraded report generation quality to institutional-grade standards with enhanced research methodology and source verification

Improved PDF and Excel report exports with better table formatting, conditional score formatting, frozen headers, and auto-width columns

Enhanced citation and source tracking throughout reports and chat with global citation support

Streamlined news filter interface for easier article discovery and navigation

Improved chat reliability with better WebSocket connection handling and error recovery

Enhanced chart visualizations with improved rendering and data display

Fixed blank page issue when navigating between dashboard tabs

Resolved tab rendering cache problems causing stale content display

Fixed citation rendering in PDF exports with proper bracket normalization

Fixed tables inside blockquotes rendering as plain text in PDF reports

Resolved "View Source" button not working for certain citations

Fixed report generation failures during cross-instance resume scenarios

Fixed chat connection using incorrect URL in certain contexts

Launched Research Workflows, a new multi-stage research system that guides you through planning, broad search, deep search, and synthesis to produce comprehensive reports

Added interactive synthesis stages allowing you to iteratively refine research findings through a conversational interface before final report generation

Introduced report format selection: choose between DOCX, PPTX, XLSX, or Markdown when creating research tasks

Added ability to create research tasks directly from the Workflow home page with an inline prompt input

Added historical task view so you can revisit completed research workflows and review past findings

Improved keyword search accuracy and performance for faster, more relevant document discovery

Enhanced real-time progress tracking with live WebSocket updates during research task execution

Improved citation display in chat messages with clickable superscript links and hover previews

Enhanced streaming report viewer with better queue management and rendering

Refined template editor UI for smoother report customization

Fixed small UI inconsistencies in the report template editor

Resolved WebSocket connection issues affecting real-time task updates

Fixed citation formatting inconsistencies across different message types

Enhanced Automation with event-triggered workflows that execute when earnings calls or IR events occur, with configurable email notifications

Launched public Investor Relations page for discovering company events and filings without login

Added Folder Subscriptions to automatically receive new documents when they are published to watched folders in your data room

Introduced Quick Mode (Haiku) for faster chat responses when speed is prioritized over depth

Added Excel and Word document generation from AI tasks for downloadable output formats

Redesigned News page with improved layout, comprehensive article coverage, and no display limits

Added custom user prompts for automation workflows to tailor AI analysis to your specific needs

Improved SEO across the platform for faster page discovery and better search engine visibility

Enhanced automation configuration with step-by-step review process and entity support

Redesigned sidechat panels with cleaner styling and active indicator bars

Added inner resize handle for sources panel for more flexible workspace layouts

Improved navbar with updated product navigation and restored Automation menu item

Enhanced news page with per-article detail views and sitemap integration

Fixed mobile event drawer display issues on phone screens

Resolved authentication errors on dashboard events page returning 403

Fixed earnings public page display errors for certain event types

Corrected sitemap generation issues causing duplicate entries

Fixed middleware authentication issues affecting certain protected routes

Launched Automation feature for scheduling recurring AI research tasks that run on events or schedules

Introduced AI Presentations for generating slide decks directly from research data and reports

Added template editor for creating and customizing your own report templates with reusable structures

Enhanced report editing with an AI chat assistant panel for making modifications through conversation

Added keyword search across the platform for faster content discovery

Added live multiples option in report templates for real-time valuation data in generated reports

Upgraded frontier model integration for improved financial analysis quality and deeper reasoning, complementing AllMind AI's proprietary engine

Added collapsible panels in report viewer for better workspace management and screen utilization

Enhanced report editing with section order management and improved chart block handling

Improved report queue integration for managing multiple concurrent report generations

Optimized AI startup performance for faster initial response times

Enhanced deep research mode with improved source gathering and analysis depth

Fixed EPS surprise calculations showing incorrect percentage values

Resolved report editing WebSocket connection issues in production

Fixed bookmark pagination handling for large collections

Corrected chat sidebar behavior that lost state when switching between pages

Fixed PDF export formatting issues for certain citation layouts

Completely redesigned AI chat with frontier model integration alongside AllMind AI's proprietary engine, featuring real-time thinking indicators, task progress tracking, and tool usage transparency

Added deep research mode for comprehensive multi-source analysis that explores documents, news, and financial data in depth

Introduced file upload support in chat for analyzing your own documents alongside market data

Added token usage tracking for transparency on AI resource consumption

Launched configurable search sources for reports, allowing you to choose between AllMind AI, News/Web, and your Data Room

Added PDF export for research reports with full citations and formatting

Redesigned landing page with new product sections including Wealth Management, Fixed Income, and Data Providers

Enhanced report generation with file upload support for incorporating your own documents into analysis

Improved chat with fade-in animations and better markdown rendering for AI responses

Added chart capturing in report exports to include all visualizations in downloaded documents

Optimized chat session management for seamless conversation continuity

Updated "Our Platform" page with comprehensive feature overview

Enhanced data room chat with context-aware AI that understands your document collection

Fixed WebSocket connection issues causing intermittent chat disconnections

Resolved EPS surprise and metrics graph display errors

Fixed side chat citation display that squeezed document viewer in document search

Corrected adjusted vs GAAP EPS labeling across the platform

Launched Reports V2 with full report history, real-time streaming generation, and export to DOCX and Markdown formats

Added daily AI-powered sector news summaries for all major GICS sectors

Introduced weekly macro market reports covering developed and emerging market trends

Added economic calendar with upcoming market events and data releases

Launched index and commodity data with historical prices and live quotes

Added technical indicators for enhanced stock analysis on company pages

Introduced price driver analysis in grids to understand what moved a stock's price

Enhanced grid templates with new financial metrics including YTD price change and multiples

Added grid folder management for organizing multiple grid workspaces

Improved grid stability and performance on larger datasets

Added email support for sharing grids and research outputs

Enhanced auto-fill accuracy for financial metrics with better fiscal period detection

Improved news summary quality with market data context for each sector

Added batch IR document fetching for faster research across multiple companies

Fixed grid timeout issues when processing large numbers of tickers

Resolved EPS beat calculations showing incorrect surprise percentages

Fixed grid cancel functionality that occasionally failed to stop generation

Corrected fundamental ratios display errors for certain financial metrics

Added ESG section with document search, data visualization, and MSCI ESG ratings

Introduced AI chart generation directly in chat conversations for on-the-fly visual analysis

Launched live valuation multiples data for real-time P/E, EV/EBITDA, and other key ratios

Added API-powered column templates in grids for one-click setup of common financial metrics

Added TradingView interactive charts to company pages for technical analysis

Added dark pool and market summary data access through chat queries

Enhanced data room with improved sorting options and organization controls

Improved report editing with real-time AI source suggestions via WebSocket

Optimized document search speed with parallel processing for faster results

Enhanced chart generation with support for stacked, horizontal, and radar chart types

Improved entity extraction in chat for better ticker resolution across query types

Updated AI models for better financial data handling and query understanding

Fixed charts not displaying financial data correctly for certain metrics

Resolved local caching issue in financial reporting causing stale data

Fixed document search filters being slow to respond on large result sets

Corrected earnings date display showing dates one day behind actual schedule

Fixed data room batch processing errors affecting large document imports

Launched multi-ticker comparison reports for side-by-side analysis of multiple stocks in a single report

Added AI-powered inline report editing to modify specific sections with natural language instructions

Introduced report length selection to choose between short, medium, and long report formats

Added bubble and scatter chart types for enhanced data visualization in reports

Enhanced financial data with LSEG estimates integration for broader consensus coverage

Added TradingView interactive charts on company pages for technical price analysis

Expanded financial ratios and metrics coverage with additional Compustat data points

Enhanced report editor with smarter research capabilities and source formatting

Improved AI chat web search with time-relevant queries for more current market news

Optimized report PDF generation with better chart rendering and layout consistency

Enhanced fiscal period awareness in multi-ticker reports for accurate time-period comparisons

Improved markdown formatting in generated PDFs with better handling of special characters

Fixed multi-ticker report citation linking to wrong source sections

Resolved peers API returning companies outside coverage universe

Fixed report outline deletion that occasionally failed silently

Corrected chart annotation overlap issues in financial visualizations

Launched public news pages accessible without login for broader market awareness

Added public document viewer for sharing research with colleagues and clients

Introduced Compustat financial data for deeper fundamental analysis with standardized metrics

Integrated broker research sources for comprehensive competitive and valuation analysis

Added live price data for Canadian tickers on company pages

Added report citations with clickable source links that navigate directly to referenced documents

Enhanced stock price history charts with smart data point preservation for clearer long-term trends

Improved estimates viewer with better formatting and GAAP vs adjusted comparisons

Updated report generation with expanded agent capabilities for more thorough research

Enhanced idea generator and risk factor tools with refreshed data sources

Improved citation accuracy across reports with better source tracking and linking

Optimized chat response speed with upgraded AI models for faster answers

Fixed charts page display errors that prevented certain visualizations from rendering

Resolved grid generation issues causing incomplete data in certain cells

Fixed citation format parsing errors in report context references

Corrected estimates calculation errors in valuation function displays

Fixed transcript viewer sync issue that caused audio and text to fall out of alignment

Added report templates for standardized analysis formats that can be reused across companies

Introduced document preview directly within grids for viewing source documents without leaving the spreadsheet

Added Excel export for grids to download your AI-generated data into spreadsheet format

Added template upload functionality for importing your own report structures

Added research reports as a source within grids and data room for cross-referencing generated analysis

Introduced read/edit mode toggle for grids to protect completed analysis from accidental changes

Enhanced grids with sorting, color coding, and improved progress indicators during generation

Added column and row resizing in grids for fully customizable layouts

Introduced search capability within grid data for quickly finding specific entries

Improved grid template selector with categorized browsing and drag-and-drop column ordering

Enhanced company filtering in grids to view specific ticker subsets

Optimized report generation speed and reliability with improved queue management

Fixed grid Excel export formatting issues for certain data types

Resolved grid generation errors when using custom template configurations

Fixed grid chat integration that occasionally failed to load context

Corrected event page tag overflow display on smaller screens

Launched AI-Powered Grids for creating custom financial spreadsheets with AI-generated rows, columns, and data cells

Added custom prompt actions to create personalized AI workflows tailored to your research process

Introduced report section regeneration to refine specific parts of reports without regenerating the entire document

Added live market price data in chat responses for real-time stock quotes during conversations

Added Excel and structured file parsing in document search for spreadsheet content discovery

Launched consolidated search across all data sources for unified results from filings, research, and news

Enhanced AI chat speed with optimized query routing and parallel agent processing

Improved report editing with inline modifications and better change tracking

Added grid editing capabilities with cell-level AI chat for data refinement

Optimized report generation speed with cloud-based processing

Improved citations with faster generation when notes are empty

Fixed race condition when deleting folders in the data room

Resolved chart rendering errors in certain report visualizations

Fixed custom prompt encoding issue that caused errors with certain characters

Corrected event page asset URL handling for live transcript access

Fixed duplicate news entries appearing in search results

Added live audio streaming for earnings calls directly within the platform

Launched live RSS news feed for real-time market updates from curated financial sources

Introduced report editor with version history for reviewing and reverting changes to your research reports

Added agentic mode toggle in chat for enhanced AI research depth with multi-step analysis

Added fast mode option in chat for quicker responses when speed is preferred over depth

Added user data room documents to document search results for unified content discovery

Improved report planner UI with better outline visualization and editing capabilities

Enhanced chart rendering quality in reports with improved label formatting and data accuracy

Added Canadian ticker support in research report generation

Optimized AI chat speed for data room and report-related queries

Improved ratio metrics displays with clearer labels and formatting

Enhanced news feed with better filtering to remove invalid or duplicate entries

Upgraded AI models for improved financial analysis accuracy

Fixed events page transcript not loading for certain earnings calls

Resolved press release display issues from certain data providers

Fixed chat citation display that incorrectly linked to wrong sources

Corrected document search date filter that returned results outside selected range

Fixed duplicate country entries showing on the events page

Launched Report Planner to design custom research report outlines before generation, giving you control over report structure and focus areas

Added interactive AG Charts for rich data visualization in research reports with support for multiple chart types

Introduced Google Drive and OneDrive connections for importing documents directly into your data room

Added ESG document search capability for finding sustainability and governance research

Added "Ask AI about this news" button for instant analysis of any news article

Added report download functionality for saving generated reports locally

Enhanced chart rendering with improved error handling and data label support

Improved citation display accuracy across chat and reports for better source tracking

Optimized search and PDF viewer for faster document loading and smoother scrolling

Updated privacy policy and security documentation for transparency

Improved data room chat mode for better document-specific AI conversations

Enhanced file format support with DOCX, Excel, and additional document types

Fixed chart rendering errors that prevented certain data visualizations from displaying

Resolved citation linking issues in document search chat responses

Fixed calendar date offset issue affecting event scheduling display

Corrected data room citation display that showed broken links for certain documents

Redesigned data room with thumbnail previews for all documents and a modernized browsing experience

Added batch document uploading to quickly add multiple files to your data room at once

Introduced support for Word documents (DOCX) and Markdown files in the data room

Added PDF thumbnail previews when browsing and searching documents

Added query modes to document search for switching between keyword and semantic search

Launched risk analysis scoring for quantitative company risk evaluation

Improved file upload speed in chat for faster document sharing and analysis

Enhanced data room organization with lazy loading for smoother navigation of large collections

Optimized side chat panel with resizable layout and improved responsiveness

Improved ticker documents API for faster retrieval of company-specific filings

Updated news UI with better article previews and layout consistency

Enhanced data room "Ask AI" feature for more relevant document-based answers

Fixed chat upload issues that occasionally caused file processing failures

Resolved calendar event display errors showing incorrect dates

Fixed data room UI inconsistencies when switching between document views

Corrected risk assessment and idea generation view height issues on smaller screens

Fixed document closing issue that prevented returning to the document list

Launched AI Notepad for saving, organizing, and AI-enhancing research notes alongside your workflow

Added web search button in chat to pull real-time market news and broader internet sources into conversations

Introduced analyst estimates page with forward-looking consensus data and historical accuracy

Added chart generation capability in AI chat responses for visual data analysis

Added Canadian ticker company pages with full fundamental data profiles

Launched advanced document search filters with expanded category options

Enhanced transcript viewer with smoother navigation and better highlight support

Added source reordering in chat for prioritizing key references during research

Improved mention functionality in chat for better context sharing when referencing data

Refined search UI with updated filter panels and clearer category selection

Improved competitor analysis depth with enhanced company comparison data

Optimized event page performance with faster loading and smoother interactions

Fixed estimates display showing incorrect values for certain metrics

Resolved events page rendering issues on specific company profiles

Fixed document search filter panel not maintaining selected state

Corrected chat mention feature that occasionally failed to resolve tickers

Launched Venue Analysis Dashboard with market concentration metrics, venue market share, and volume trend visualizations

Added vector-powered search within your data room for AI-driven document discovery

Introduced flash note PDF generation for quick, shareable research summaries

Added Canadian tickers to the earnings calendar and equities pages

Added chat history management for reviewing and continuing past conversations

Added Canadian fundamentals data for complete financial analysis of TSX-listed companies

Redesigned main dashboard layout with earnings calendar moved to the top for faster access

Enhanced document search citations with improved accuracy and source linking

Improved dark pool data visualization with updated charts and metrics

Added page numbers to PDF documents in search results for easier reference

Optimized news search with better relevance scoring and filtering

Updated data room with toggle functionality for document viewer integration

Fixed sector and industry means calculations that showed incorrect averages

Resolved dashboard earnings display errors for certain date ranges

Fixed idea generator and news summary tools producing inconsistent results

Corrected risk analysis scoring that failed for certain company profiles

Fixed volume footprint display issues in market data views

Added full Canadian securities support including TSX-listed tickers in chat, events, and search

Launched SEDAR filing search for Canadian regulatory documents alongside SEC filings

Added reader mode for HTML documents with clean, distraction-free viewing

Introduced sector data filters in document search for targeted industry research

Added signed URL support for secure, direct access to research documents

Optimized event search performance for faster loading of earnings calendars

Improved news loading speed with smarter caching and relevance scoring

Enhanced document search UI with better filter organization and result sorting

Updated earnings event page audio controller for smoother playback

Improved chat to properly handle Canadian ticker queries and company data

Optimized document viewer for consistent rendering across all file types

Fixed event page logo loading issues for certain companies

Resolved document viewer display errors that prevented proper rendering

Fixed chat initialization bug that occasionally caused loading failures

Corrected filter panel issues in document search that prevented proper category selection

Added sector-specific data processing for enhanced industry analysis and comparisons

Expanded research coverage with new document sources across multiple financial sectors

Introduced monitoring dashboards for search infrastructure health (internal improvements resulting in better uptime)

Improved document search query speed by up to 40% through optimized search configuration

Enhanced document processing with better watermark handling for cleaner research content

Optimized search infrastructure for more reliable and consistent response times

Expanded geographic coverage of research sources for broader market analysis

Improved document ingestion pipeline with faster processing of new reports

Fixed intermittent search slowdowns caused by infrastructure scaling issues

Resolved document processing errors affecting certain PDF formats

Corrected scraper issues that occasionally missed newly published research documents

Added ETF and fund profiles with detailed holdings and performance data

Expanded research document coverage with dozens of new financial data sources

Introduced direct ticker tagging on documents for faster company-specific search results

Improved document search speed with optimized batch processing and embedding logic

Enhanced search relevance by re-indexing existing documents with improved metadata

Expanded financial data source coverage across multiple new research providers

Optimized document processing pipeline for faster availability of newly published reports

Improved ticker peer data with enhanced profile caching for quicker lookups

Fixed batch processing issues that occasionally delayed new document availability

Resolved embedding logic errors affecting document search accuracy

Corrected report embedding issues that caused duplicate search results

Added chat quote references so AI responses can cite specific passages from documents and transcripts

Introduced an improved peer comparison widget on ticker pages for faster competitive analysis

Added initial loading indicators in chat to show when the AI is retrieving data before responding

Improved chat response quality with better context handling and more relevant answers

Enhanced document search accuracy with re-ranked results for more precise matches

Optimized chat efficiency to reduce wait times for complex financial queries

Refined news feed display with better sorting and more relevant article selection

Updated ticker images and logos for consistent branding across company pages

Improved overall chat UI with cleaner message layouts and source displays

Fixed ticker images not loading correctly on certain company pages

Resolved chat source display issues where citations were not properly linked

Fixed document search returning incomplete results for certain query types

Corrected URL handling issues affecting navigation between pages

Added export to PDF feature for chat conversations, allowing you to save research sessions with citations included.

Introduced quick actions in chat input for faster access to common commands and workflows.

Launched fixed income document search with dedicated filters for industry, sector, and category research.

Enhanced save to data room functionality with improved organization and access across document types.

Added in (/) for actions such as memo creation, flash notes, and more.

Added in enhanced AI context via the @ button to add in years worth of specific reference context for AI chat

Document search results now display highlighted text snippets showing exactly where your query appears in documents.

Optimized deep research mode for faster, more comprehensive analysis with improved source gathering.

Upgraded document viewer to support all document types with consistent viewing experience across formats.

Improved news interface with better sorting, filtering, and display of market updates.

Enhanced sources panel with upgraded PDF viewing capabilities for easier reference review.

Refined ticker search with faster results and improved matching accuracy.

Streamlined news sources for higher quality and more relevant market coverage.

Improved mention functionality in chat for better context sharing and document referencing.

Updated filter interface with clearer categories and more intuitive selection across all search types.

Fixed issue where saving documents to data room would sometimes fail or lose metadata.

Resolved ticker search errors that prevented finding certain securities.

Corrected news display issues affecting article previews and links.

Fixed bookmark functionality that occasionally failed to save or retrieve saved items.

Added @ mention functionality in chat to reference specific company data fields (revenue, earnings, market cap, etc.) for more precise queries

Enabled search within earnings call transcripts to quickly find specific topics or keywords

Added live transcripts directly on event detail pages for real-time earnings call viewing

Introduced side-by-side chat interface on event pages to ask questions while viewing transcripts

Added recent reports section to track your newly generated analysis reports

Launched advanced event search to filter and find earnings calls across all companies

Redesigned company event pages with year calendar view for easier navigation of historical earnings calls

Enhanced bookmark functionality for saving and organizing event moments

Optimized audio streaming buffer for smoother live event playback

Improved chat interface layout for better readability and context management

Refined event calendar widgets with better visual indicators for live and upcoming events

Fixed transcript switching issue that prevented smooth navigation between different event transcripts

Resolved audio playback conflicts when viewing documents alongside event audio

Fixed display issues on industry pages

Corrected chat URL handling for shared conversations

Added Events hub with calendar and event pages featuring live transcripts, side chat, search, and in-app documents.

Added Recent Reports page to view the latest generated reports.

Launched Industries pages (including Hedge Funds) showcasing use cases.

Added coverage of U.S. government events (federal and municipal) to the calendar.

Improved live transcript performance and auto-scroll for smoother real-time reading.

Optimized audio buffering and playback stability during events.

Clarified event cards with company logos, event type tags, and better time info.

Reduced loading with lazy loading and fetch optimizations on events pages.

Polished chat UI for a cleaner, more responsive experience.

Fixed audio continuing to play when opening documents on event pages.

Fixed document viewer errors that prevented some files from opening.

Fixed Industries page layout and navigation issues.

Fixed sticky image and avatar display issues on mobile.

Fixed multiple minor issues in event transcripts and drawers.

AI-Powered Report Editing

You can now use our AI assistant to edit and refine your generated reports, allowing for greater customization and control.

Earnings Call Documents

Access a new, extensive library of earnings call documents through our unstructured search, providing deeper insights into company performance.

Sort Search Results by Date

You can now sort your search results by date, making it easier to find the most recent and relevant documents.

Live Investor Relations

Access IR events, live earnings calls, transcripts, slides, and decks in one place.

Enhanced Search Performance

We've optimized our search functionality to be faster and more responsive, allowing you to find the information you need more quickly.

Advanced Search Filtering

New filtering options have been added to the search, enabling you to narrow down results with greater precision.

Ticker Logos in Search

Ticker logos are now displayed in search results, making it easier to identify companies at a glance.

Report View Modal

Reports now open in a modal window, providing a more focused and streamlined reading experience.

Avatars for News and Overviews

We've added company avatars to news articles and overview pages for a more visually engaging experience.

Bookmark Functionality

Resolved issues with bookmarking, ensuring that you can save and access your favorite content reliably.

Mobile Display

Fixed several mobile display bugs to improve the user experience on smaller screens.

Data Accuracy

Corrected inaccuracies in earnings call and report data to ensure the information you see is up-to-date by the second and reliable.

Advanced Search Filters

Added advanced filters to unstructured document search, allowing users to narrow results by sector, industry, article category, and ticker.

Combined Financial Metrics View

Combined financial and valuation metrics into a single tabbed view with categories for Valuation, Financials, and Cash Flow for easier analysis on the ticker page.

Expanded Research Providers

Officially added over 300 premium providers, including top names like Argus, Huatai, Intro-act, and more.

Search Relevance

Improved relevance of document search results by prioritizing the most relevant sections of a document.

More Search Results

Increased the number of search results shown for document searches to provide more comprehensive results.

Redesigned Ticker Dashboard

Redesigned the layout of the ticker dashboard for a more streamlined and responsive experience.

Improved Document Navigation

Highlighted the currently viewed document in the search results list for easier navigation.

Clearer Previews

Improved text snippets in document previews for better readability.

Document Viewer

Fixed an issue where updated documents might not load correctly, showing a cached version instead.

Sector Analysis Dashboard

A new dashboard to analyze sector-specific data, including key financial metrics and sector-wide means.

Financial Operating Metrics

View key financial metrics for top companies within a sector, categorized by market capitalization (Large, Mid, Small).

Sector Means

Analyze aggregated financial metrics for entire sectors to better understand industry performance.

Historical Research Reports

Added over 20,000 historical research reports accessible through our platform via our AI powered document search

UI Overhaul

The sectors dashboard has been significantly refactored for a more intuitive and data-rich experience.

Unstructured Document Search

Improved unstructured document search with specific filters to find sector or industry-specific reports more easily.

Data API Performance

Improved performance of fetching fundamental data by implementing batch requests, resulting in faster load times for relevant widgets.

Chart Fixes

Resolved an issue with the Fear & Greed chart not displaying correctly.

Data Accuracy

Fixed bugs related to chat history and report data uploads to ensure data integrity.

Research Page

Corrected an issue causing duplicate posts on the research page.

Options Chain

Fixed bugs related to ITM/OTM calculations and added new filters for min/max strikes.

Competitor Reports

You can now generate competitive matrices across multiple focus areas, including M&A activity, earnings activity, and more.

Unstructured Document Search

We have added hundreds of new sources for unstructured document search, including sell-side research, academic papers, and some buy-side research. (Note: The majority of buy-side research is proprietary, so this will be limited).

Fixed Income Information

We are now working on adding fixed-income and bond data and information.

UI/UX Enhancements

We've made several improvements to the user interface, including refactored tables, an improved chat UI, and a redesigned competitive and sentiment tab.

Chatbot Optimizations

The chatbot has been optimized for better performance and user experience. We have also implemented a new deep research method for more improved responses.

Financial Data

We've refactored our financial data processing and resolved issues with data sources.

Chart Fixes

Resolved issues with chart rendering.

General Stability

Made quality-of-life improvements to the platform, fixing random bugs and issues that were causing errors and crashes.

Competitor Reports

We are now rolling out competitor reports to a select group of firms. All firms will have access to this feature in the coming weeks.

Deep Research & Mini-Reports

We've added support for more in-depth research and concise mini-reports.

UI/UX Enhancements

We've made several improvements to the user interface, including refactored tables, improved chat UI, and a redesigned competitive and sentiment tab.

Chatbot Optimizations

The chatbot has been optimized for better performance and user experience.

Financial Data

We've refactored our financial data processing and fixed issues with data sources.

Options Chain

Improved loading and data accuracy for the options chain.

Dark Pool Data

We have improved the performance and reliability of our dark pool data feeds.

Chart Fixes

Resolved issues with chart rendering.

Quality of life improvements to the platform fixing random bugs and issues causing errors and crashes.

Liquidity Heatmap

Dive deep into price analysis with our new Liquidity Heatmap. This powerful feature includes a suite of advanced charts, such as the Trade Flow Heatmap, Order Book Imbalance, Bid-Ask Spread, Volume Profile, and Delta Indicators, to give you an unparalleled view of market dynamics.

Financial Reporting Charts

We've added a range of new charts to our financial reports, making it easier than ever to visualize key financial data and gain insights at a glance.

Ticker Overview

Get a comprehensive overview of any ticker with our new, dedicated analytics view. This feature consolidates key information to help you make more informed decisions.

Industry Means

We've added industry means to our data analysis tools, allowing you to benchmark companies against their peers more effectively.

Stock Screener Refactor

We've completely refactored the stock screener for a more intuitive and powerful experience.

Watchlist Optimizations

We've made several optimizations to the watchlist to improve performance and usability.

Dark Pool Enhancements

We've continued to enhance our dark pool data and visualizations for deeper insights.

UI Enhancements

We've made numerous UI improvements across the application to create a more polished and user-friendly experience.

Data Fetching and Matching

We've resolved issues with data fetching and matching to ensure the information you see is always accurate and up-to-date.

General Stability

We've squashed several other minor bugs to improve the overall stability and reliability of the platform.

Unstructured Data Search

Search across millions of documents, including the latest SEC filings, earnings call transcripts, and financial news, all in one place.

Ask AI on Documents

Directly ask questions on financial documents and get precise answers, saving you hours of manual reading. We cover millions of historical unstructured data documents for you to use.

Expanded Futures Data

We've added more comprehensive futures data, including Volume and Open Interest, to give you a better edge in the market.

Fuzzy Search

Our new fuzzy search capability helps you find what you're looking for even if you have a typo or an incomplete query.

Changelog Timeline

We've added a new changelog timeline to make it easier to track our weekly updates and new features.

Search Optimization

We've significantly improved our search functionality for faster and more relevant results.

UI Enhancements

We've made several UI improvements, including a better bookmarking menu, more responsive design for mobile, and an improved chat interface.

Data Infrastructure

We've transitioned to a new, refactored data system for improved reliability and performance.

API Endpoints

Fixed an issue with some API endpoints to ensure data is fetched correctly.

Error Handling

Improved error handling across the platform for a more stable experience.

General Stability

We've squashed several other minor bugs to improve the overall stability and reliability of the platform.

Earnings Call Transcripts

You can now access and search through full earnings call transcripts for a wide range of companies. Our new interface allows you to filter by year and quarter, and search for specific keywords within the transcript.

AI Chat for Earnings Calls

Take your analysis to the next level with our new AI chat integration for earnings calls. Simply click "Ask AI" to start a conversation about the transcript and get instant answers to your questions.

Bookmarks

We've launched a powerful new bookmarking system that allows you to save and organize your favorite news articles, earnings calls, and more. You can create custom folders, sort and filter your bookmarks, and even sync them with the cloud.

Historical Estimates

We've added historical estimates for key metrics, complete with an interactive chart to help you visualize trends over time.

Options Page

Explore more detailed options data on our brand-new options page, designed to give you a deeper look into the options market.

UI Enhancements

We've made several UI improvements across the application to create a more polished and intuitive user experience.

Performance Optimizations

We've optimized various components and data-loading processes to deliver a faster and more responsive platform.

General Stability

We've squashed a number of bugs to improve the stability and reliability of the platform, ensuring a smoother experience for all users.

In-App Tutorials

We've launched a new tutorial system to help you navigate the platform and discover features more easily. The first tutorials for "Flash Notes" and "Stock Research Reports" are now available to guide you.

Futures Data

You can now access comprehensive futures data. Explore contract details and market trends in our new, easy-to-use futures section.

Unusual Activities

We've added a new feature to help you track and analyze unusual trading activities, providing deeper insights into market movements.

Helper Modes

To further assist you, we've introduced new helper modes that offer additional guidance and context as you use the application.

Watchlist Refinements

We've rolled out significant enhancements to the watchlist, including a new design for better usability and new templates to streamline your workflow.

UI Enhancements

We've made numerous UI improvements across the application, from refined dark pool visualizations to more intuitive navigation, to create a more polished and user-friendly experience.

Performance Optimizations

We've made performance improvements across the platform, resulting in faster loading times and a more responsive experience.

Dark Pool Improvements

We've improved the dark pool functionality, giving you better insights into this critical market data.

Tabbed Sidebar

We've resolved an issue with the tabbed sidebar to ensure consistent and reliable navigation.

Duplicate Portfolio

We've fixed a bug that was causing duplicate portfolios to appear, ensuring your portfolio data is always accurate.

Competitor Widget

We've addressed a bug in the competitor widget, so it now displays the correct information.

General Stability

We've squashed several other minor bugs to improve the overall stability and reliability of the platform.

Liquidity Heatmap

Dive deep into price analysis with our new Liquidity Heatmap. This powerful feature includes a suite of advanced charts, such as the Trade Flow Heatmap, Order Book Imbalance, Bid-Ask Spread, Volume Profile, and Delta Indicators, to give you an unparalleled view of market dynamics.

Financial Reporting Charts

We've added a range of new charts to our financial reports, making it easier than ever to visualize key financial data and gain insights at a glance.

Ticker Overview

Get a comprehensive overview of any ticker with our new, dedicated analytics view. This feature consolidates key information to help you make more informed decisions.

Industry Means

We've added industry means to our data analysis tools, allowing you to benchmark companies against their peers more effectively.

Stock Screener Refactor

We've completely refactored the stock screener for a more intuitive and powerful experience.

Watchlist Optimizations

We've made several optimizations to the watchlist to improve performance and usability.

Dark Pool Enhancements

We've continued to enhance our dark pool data and visualizations for deeper insights.

UI Enhancements

We've made numerous UI improvements across the application to create a more polished and user-friendly experience.

Data Fetching and Matching

We've resolved issues with data fetching and matching to ensure the information you see is always accurate and up-to-date.

Ratio & Metrics

We've fixed bugs in the Ratio & Metrics tables to ensure they display correctly.

General Stability

We've squashed several other minor bugs to improve the overall stability and reliability of the platform.