Research
Market research, product perspectives, and company news from the AllMind team.
Guides by subject
Earnings analysis with AI
A reading path for earnings preparation, transcript search, KPI extraction, and checking the evidence behind an AI-generated earnings note.
Financial AI evaluation
How to interpret finance benchmarks, test source citations, compare research workflows, and define an evaluation your team can reproduce.
Financial data and filing analysis
A practical path through filing analysis, financial data definitions, source lineage, and the checks needed to reconcile research inputs.
Anthropic IPO Preview: Valuation, Timing, and What to Watch
Anthropic's expected 2026 IPO from filings, court records, company statements and prediction markets: funding history, valuation math, timing odds and open risks.
Shein After the IPO: Venue, Valuation, and What Must Be Proved
Shein after its Hong Kong listing: the venue record, prospectus financials, valuation math against PDD, Inditex and H&M, and the regulatory risks still open.
What a Concept From Nature Tells Us About How C-Suite Executives Actually Think About AI
A founder's read of how executives talk about AI when the cameras are off, seen through the birth-death process: no neutral state, and why sequencing beats speed.
What AI Software Should a Long/Short Equity Fund Use?
A decision brief for long/short equity funds choosing AI research software: the two-book jobs to cover, a sourced vendor matrix, and a pilot that tests both books.
All publications
Anthropic IPO Preview: Valuation, Timing, and What to Watch
Anthropic's expected 2026 IPO from filings, court records, company statements and prediction markets: funding history, valuation math, timing odds and open risks.
Shein After the IPO: Venue, Valuation, and What Must Be Proved
Shein after its Hong Kong listing: the venue record, prospectus financials, valuation math against PDD, Inditex and H&M, and the regulatory risks still open.
What a Concept From Nature Tells Us About How C-Suite Executives Actually Think About AI
A founder's read of how executives talk about AI when the cameras are off, seen through the birth-death process: no neutral state, and why sequencing beats speed.
What AI Software Should a Long/Short Equity Fund Use?
A decision brief for long/short equity funds choosing AI research software: the two-book jobs to cover, a sourced vendor matrix, and a pilot that tests both books.
What AI Research Tools Should a Small Hedge Fund Buy First?
A sequenced purchase plan for small hedge funds adopting AI research tools: what to license first, published prices, labeled estimates, and compliance prerequisites.
Run Cost-Controlled Financial Research in AllMind Agent Studio
Build scheduled AllMind research workflows with source-linked evidence, accepted-artifact gates, run-cost records, retry budgets, and accountable delivery.
AI Research Tools With Exact Source Citations
A documented comparison of passage citations, transcript anchors, spreadsheet lineage, entitlements, and citation persistence in exported research.
Which AI Investment Research Platforms Are SOC 2 Certified?
A public-source comparison of SOC 2 claims from AllMind, AlphaSense, Hebbia, and Rogo, plus the report-review test an investment firm should run before approval.
Quartr Alternatives for Institutional Research Teams
A documented comparison of Quartr alternatives for live earnings, licensed research, internal data, synthesis, and scheduled institutional workflows.
How AllMind Unifies Open, Licensed, and Internal Research
A practical AllMind workflow for combining public records, entitled research, and internal firm evidence into source-linked investment reports.
European and UK Coverage: Venues, Filings, Macro Data
What landed for the UK and Western Europe: 26 venues across fifteen markets, the filings and IR material behind them, and the official macro series they trade against.
Daloopa Alternatives: What to Replace, Add, or Keep
A documented comparison of Daloopa alternatives for model updates, institutional research, Excel workflows, finance agents, and self-serve financial data.
AI Tools for Multi-Manager Pod Analysts: A Sanctioned Stack
A guide to the licensed data, monitoring, internal research, models, permissions, and governance a multi-manager should provide to pod analysts.
AllMind Slide Generation for Investment Banking
How banking teams use AllMind Data Rooms, Document Search, the financial ontology, and Reports to build source-linked deal decks with banker-grade review controls.
AI to Write the Morning Note for a Sell-Side Research Desk
A control-led guide to producing a cited pre-market coverage packet with AI while preserving the house view, review, corrections, and distribution rules.
AI for Sell-Side Models, Estimates, and Internal Data
A decision brief for joining house models and estimates to licensed data while preserving cell lineage, estimate vintage, entitlements, and analyst approval.
Best AI to Write Earnings Notes for Sell-Side Analysts
A source-controlled guide to choosing AI for sell-side earnings notes, from estimate variance and KPI changes through analyst review and distribution.
Best AI to Search Internal Investment Research and Data
A decision guide to AI research platforms that search firm documents and query Snowflake or Databricks without losing permissions, lineage, or the final artifact.
AI for Research Sales to Answer Client Questions Faster
A workflow for turning institutional client questions into cited answers while preserving entitlements, the house view, analyst judgment, and delivery records.
AI Research Platforms That Don't Train on Fund Documents
A public-source comparison of no-training policies, retention, indexing, subprocessors, deletion, and the contract tests a hedge fund should run.
AI for IR Street Intelligence: Notes, Estimates, and Peers
A controlled workflow for turning entitled analyst notes, estimate and rating changes, and normalized peer evidence into a cited management brief.
Best AI Tools for Earnings Call Preparation for IR Teams
A source-controlled IR workflow for reconciling results, generating likely question themes, monitoring peers, and delivering an approved management Q&A prep book.
Best AI for Building Comp Tables and Valuation Analysis
A source-controlled framework for choosing AI to build peer sets, normalize comp data, calculate valuation multiples, and produce reviewable Excel and research outputs.
Best AI to Analyze 13F Filings and Institutional Positioning
A source-led field guide to 13F analysis, amendment handling, security mapping, unit controls, and defensible institutional-positioning research.
What Is an AI Research Agent?
A practical definition of AI research agents, their execution loop, institutional controls, failure modes and a reproducible evaluation protocol.
What Is an AI Investment Research Platform?
A practical definition of an AI investment research platform, the system layers it needs, and the tests that separate a platform from a chatbot.
What Is a Financial Ontology?
A precise definition of financial ontologies, how they differ from taxonomies and knowledge graphs, and how to test one in investment research.
How to Track Guidance Changes Across a Coverage List With AI
A source-first guidance tracking method with a normalized schema, quarter-over-quarter diff rules, a TJX worked example, and review controls.
Earnings-Triggered Research Automations: A Control Guide
A documented comparison of scheduled and event-triggered earnings research, with trigger design, failure handling, review gates, and vendor boundaries.
Rogo Alternatives by Banking and Investment Workflow
A public-source comparison of Rogo alternatives for decks, financial research, data rooms, market data, and the cases where keeping Rogo is the better decision.
How Accurate Are AI Earnings Call Summaries?
There is no universal accuracy rate. This guide shows how to audit factual support, omissions, qualifiers, attribution, and source traceability.
Equity Research Automation Statistics: A 2026 Evidence Check
What public surveys and finance benchmarks establish about research automation, what they do not measure, and how to calculate a team's own ROI.
Capital IQ Alternatives for Research and Deal Work
A documented guide to Capital IQ Pro alternatives for company research, private-market sourcing, Office-linked models, portfolio analytics, and lower-cost public data.
Can ChatGPT Analyze a 10-K? A Verification Workflow
ChatGPT can read a 10-K, but the useful workflow separates extraction, calculation, and judgment while requiring a source check for every material claim.
Broker Research Licensing for AI: A Buy-Side Guide
A contract-first guide to broker research in AI workflows, covering processing rights, entitlements, derived output, records and access tests.
Blueflame AI Alternatives for Private-Market Workflows
A documented comparison of Blueflame AI alternatives for Datasite diligence, cross-room analysis, public-company coverage, deal output, and governed LLM access.
Bloomberg Terminal Alternatives for Research Teams
A seat-level guide to moving research workflows off Bloomberg while preserving the Terminal for messaging, execution, pricing, cross-asset analytics, and governed data.
AI Tools for Investor Relations: A Controlled Workflow
How IR teams can use AI for peer monitoring, investor preparation, earnings Q&A, and disclosure operations while keeping public evidence and approvals intact.
AI Tools for Healthcare and Biotech Equity Research
A source-led biotech research workflow for trial records, FDA actions, company disclosure, catalyst monitoring, model assumptions, and evidence review.
AlphaSense vs Hebbia vs AllMind: Choose by Workflow
A documented three-way comparison plus a reproducible public-filings pilot for teams choosing a content platform, analysis grid, or connected research system.
AI Research Tools for SEDAR+, UK and ASX Filings
How to evaluate AI filing tools across Canada, the UK and Australia using official-source coverage, identity, timing and citation tests.
AI Financial Research Benchmarks: What the Scores Mean
A buyer's guide to Finance Agent v2, Deep FinResearch, BigFinanceBench, Fin-RATE, and FinanceBench, including samples, scoring, and limits.
AllMind Summer 2026 Product Update
A factual release record for AllMind's summer data, identity, dictionary, screening, credit, expert-content, and financial-model surfaces, with status and limits.
Hebbia Alternatives: A Workflow-Based Buyer’s Guide
A source-based guide to Hebbia alternatives for document review, public-markets coverage, banking deliverables, and financial data, with a reproducible trial checklist.
Fintool Alternatives After the Microsoft Acquisition
A migration guide for former Fintool users choosing between Microsoft 365 Copilot, filing-search tools, enterprise research systems, and a direct EDGAR workflow.
Can ChatGPT or Claude Replace a Research Platform?
A documented comparison of general AI assistants and institutional research platforms across data rights, retrieval, evidence and workflow controls.
Can Hedge Funds Use ChatGPT? A Control Framework
A control framework for hedge funds evaluating ChatGPT, covering data handling, supervision, records, vendor claims and licensed research.
AlphaSense Pricing: What Public Contract Data Shows in 2026
A sourced AlphaSense pricing guide that separates vendor facts from contract benchmarks and gives buyers a worksheet for comparing complete annual cost.
Investment Research Software Costs: A 2026 Budget Framework
A sourced framework for budgeting research software across terminals, data, premium content, expert evidence, AI seats, integration, and governance.
AI in Asset Management: 2026 Statistics That Hold Up
An audited reading of 2025–2026 AI adoption surveys, with sample sizes, fieldwork dates, measures, limitations, and no blended headline percentage.
Choosing an AI Platform for Asset Management
An operating-model guide for asset managers choosing AI across portfolio systems, research evidence, and productivity, with governance gates and pilot workflows.
Third Bridge Alternatives for Calls, Library, and AI Access
A renewal guide that separates Third Bridge expert calls, its Library, and MCP delivery, then maps alternatives to the research budget being changed.
How to Search Earnings Call Transcripts With AI
A practitioner and buyer guide to exact, semantic, and answer search across earnings transcripts, with recall tests and source requirements.
How to Track Earnings Call Sentiment Across Companies
A methodology-led guide to earnings-call sentiment: speaker splits, baselines, model choices, validation, platform requirements, and failure modes.
How a Small Research Team Can Cover More Stocks With AI
An editable coverage-capacity model for small equity teams, with service tiers, annual hours, review gates, and explicit limits on what AI can own.
FactSet Alternatives by Research, Data, and Portfolio Job
A public-source guide to replacing selected FactSet workflows across research, company data, portfolio analytics, news, AI search, and lower-cost market monitoring.
How to Evaluate Consensus Estimates Platforms With AI
A practical guide to estimate lineage, point-in-time snapshots, accounting basis, dispersion, and the AI controls an institutional research team should test.
Alternative Data Due Diligence for Institutional Investors
A reproducible diligence process for alternative datasets, covering collection rights, panel drift, point-in-time tests, compliance controls, and AI integration.
AI Tools for Private Equity Due Diligence: A Buyer Workflow
A phase-by-phase private equity diligence workflow for data rooms, issue tracking, source control, commercial analysis, and investment-committee evidence.
AI Tools for Independent Research Firms: A Publishing System
A practical AI workflow for independent research firms to gather evidence, maintain models, publish differentiated work, and preserve source rights.
AI Tools for Family Offices: A Stack by Decision Type
A family-office guide to separating portfolio data, public research, private-market diligence, documents, and general AI by the decision each supports.
AI Tools for CFA Charterholders: An Evidence Standard
A source-led framework for CFA charterholders and analysts using AI while preserving reasonable basis, attribution, independence, and client fairness.
Best AI Stock Research Tools for Professional Investors
A candid guide to the best stock research tools by workflow, including why AllMind is the strongest first pilot for institutional equity research.
AI Software for Buy-Side Teams: Build the Research Stack
A role-based design for buy-side teams combining market data, licensed research, model inputs, earnings tools, AI workspaces, and human review.
AI Research Systems for Hedge Funds: A Pilot Design
A hedge-fund-specific pilot for testing research speed, thesis monitoring, pod separation, source lineage, model updates, and failure handling.
Selecting an AI Research Platform for Institutional Investors
A procurement guide for institutional investors evaluating data rights, source lineage, entitlements, auditability, implementation, and workflow fit.
How to Evaluate AI Report Writers for Financial Analysis
A documented comparison and buyer-run evaluation for AI financial report writers, focused on source lineage, numeric consistency, templates, and review.
Choosing an AI Copilot for Equity Research
A five-task pilot for choosing an equity-research copilot, with evidence requirements for terminals, research systems, content search, and general assistants.
How to Build an Automated Research Process for a Fund
A 90-day operating-model guide for funds automating research, including process maps, ownership, evidence controls, pilot metrics, and failure boundaries.
Automating Financial Model Updates: A Source-Controlled Workflow
A practical workflow for extracting reported actuals, mapping them into Excel, rolling forecasts, and reviewing every automated model change against its source.
How to Automate Equity Research Workflows: A Control-First Guide
A practical guide to choosing research automations, defining their inputs and review gates, and testing whether they save analyst time without weakening source control.
AlphaSense Competitors: A Market Map for 2026
A public-source map of the markets AlphaSense competes in, from terminals and expert networks to document analysis and research-workflow platforms.
AI Vendor Landscape for Institutional Investment Teams
A category map for research, technology, and operations leaders deciding which AI vendor layers to buy, integrate, consolidate, or build internally.
AI Equity Research Tools for RIAs and Wealth Managers
How advisory firms can choose AI research tools around client suitability, evidence retention, portfolio context, and reviewable recommendations.
AI Tools for Equity Research Associates: A Working Guide
A practical guide to using AI for earnings updates, model checks, transcript work, and senior-review handoffs without losing source control.
AI Supply Chain Analysis for Equity Research: A Source Map
A source-led method for mapping supplier and customer exposure, grading relationship confidence, and running equity read-throughs without false precision.
AI Stock Screening: From Reproducible Screen to Watchlist
A practical method for combining numeric filters and document questions, then turning each surviving stock into a sourced, monitored watchlist row.
AI Stock Pitch Decks: An Evidence-First Drafting Workflow
A practical workflow for drafting stock pitch decks with AI while keeping every number, forecast, chart, and judgment tied to an evidence register.
AI Research Tools for Pension Funds and Allocators
A manager-research and governance guide for pensions and institutional allocators evaluating AI tools, evidence trails, data rights, and committee output.
What Makes Financial Data Ready for AI Research?
A financial-data contract for AI research, covering identity, point-in-time history, semantics, lineage, entitlements, revisions, and provider acceptance tests.
AI for Private Company Research and Venture Capital
A venture research method for building an evidence mosaic from company databases, official records, product signals, references, and direct diligence.
Market Data, Filings and Expert Calls: A Platform Map
A rights-aware map of platforms that connect market data, filings, transcripts, expert content, and internal research, plus a request schema for vendor pilots.
Index and ETF Holdings Data for AI Research
A source and freshness guide for index constituents, ETF portfolios, fund filings, and manager holdings, with schemas and tests for AI research platforms.
AI Portfolio Monitoring: Build an Alert Policy Analysts Can Audit
A practical alert policy for monitoring filings, earnings, ownership, news, and thesis changes across a portfolio without creating a noise feed.
AI for M&A Target Screening: From Universe to Deal File
A source-led workflow for building an M&A target universe, ranking candidates, and analyzing announced deals without mixing estimates with reported facts.
AI for Investment Thesis Validation: A Claim-Ledger Method
A practical method for turning an investment thesis into testable claims, cited evidence, disconfirming checks, and explicit monitoring triggers.
How to Use AI for an Initiating Coverage Report
A section-by-section initiation workflow showing what AI can assemble, what the analyst must own, and how to preserve sources, model logic, and supervisory review.
How to Extract KPIs From Earnings Transcripts With AI
A schema-first method for extracting company KPIs from earnings transcripts with period, unit, definition, speaker, source, and review controls.
How to Prepare for Earnings Season With AI
A three-phase earnings-season runbook with source controls, preview and print-day templates, review gates, and a practical platform checklist.
Competitive Landscape Analysis for Investors: An AI Workflow
A practical method for defining a market, measuring share and profit pools, comparing peer economics, and using AI without turning vendor claims into investment facts.
How to Run Company and Sector Deep Dives with AI
A research protocol for using AI on company and sector deep dives, including question trees, source ladders, peer grids, reconciliation checks, and review boundaries.
How to Build an Investor Company One-Pager with AI
A source-controlled one-page company brief template, with a public-filing example and a workflow for separating refreshed facts from analyst judgment.
Which Platforms Give AI Access to Expert Network Calls?
A documented guide to expert-call AI access, covering library search, MCP delivery, entitlements, compliance controls, and buyer tests.
What Is AllMind? Product, Evidence and Limits
AllMind connects 750M+ documents, licensed institutional datasets, research agents, and a firm's own data in one cited workflow.
How Hedge Funds Are Using AI in 2026
A source-audited view of hedge-fund AI use, based on AIMA's 2023 and 2025 manager surveys, the 2026 emerging-manager survey, and regulator guidance.
How to Analyze SEC Filings With AI: A Verification-First Guide
A practical workflow for using AI on 10-K, 10-Q and 8-K filings, with source controls, a reproducible review checklist and failure tests.
AI Earnings Call Analysis: A Buyer’s Guide
A documented guide to selecting earnings-call AI by job: live coverage, single-call review, cross-company search, extraction, and workflow automation.
How to Write an Investment Memo with AI: A Decision-Record Template
A copyable investment memo workflow that separates sourced evidence, calculations, analyst judgment, disconfirming tests, and the final committee decision.
AI Agents for Investment Research: A Deployment Field Guide
A practical guide to specifying, testing, and governing investment-research agents, with an earnings-monitoring workflow and acceptance checklist.
Tegus Alternatives for Expert Research After AlphaSense
A documented guide to replacing Tegus across transcript archives, bespoke calls, market-intelligence search, and research that joins expert and company evidence.
AlphaSense Alternatives by Research Job
A public-source guide to replacing one AlphaSense workflow at a time, from expert transcripts and document review to models and recurring equity research.
AllMind vs AlphaSense for Equity Research
A public-source comparison of AllMind and AlphaSense for equity teams choosing between broad content discovery and a connected research workflow.
AI Equity Research Platforms: A 2026 Decision Map
A public-source comparison of equity research platforms, organized by the bottleneck each product addresses and the evidence a buyer should verify.
Expert Calls vs. Earnings Transcripts: What AI Changes
A workflow guide to combining expert calls with earnings transcripts while preserving source roles, contradictions, entitlements, and uncertainty.
AlphaSense Replacement Shortlist for Investment Teams
A documented shortlist for investment teams comparing AlphaSense with workflow, document-analysis, model-data, earnings, and terminal alternatives.
AI Tools for Equity Research: Match the Tool to the Task
A task-by-task guide for equity analysts choosing tools for filings, earnings, broker research, model updates, monitoring, and investment writing.
AI Tools for Sell-Side Equity Research: A Desk Control Plan
A sell-side workflow for using AI in earnings notes, model updates, initiations, and monitoring while preserving analyst views and supervisory review.
AllMind Crosses 10 Trillion Tokens Indexed
AllMind recently crossed 10T tokens indexed across filings, research reports, models, academic papers, news, transcripts, press conferences, presentations, and other institutional financial data.
State of Public Markets, June 2026: Higher for Longer Meets the AI Supercycle
AllMind's June 2026 state of the market across public equities, interest rates, fixed income, AI, venture capital, and the global economy, and why the Fed cuts we expected this year never came.
State of M&A and Private Markets, June 2026: A $4.9 Trillion Rebound, Underwritten on Money That Never Got Cheaper
AllMind's June 2026 guide to global M&A, private equity, private credit, and venture capital, and why the great deal rebound now meets a Fed that may hike.
AllMind Presents at Google's Head Office
AllMind founder Anwaar Malik presents at Google Canada's head office on how institutional teams unify research, market data, and their own internal datasets.
AllMind Discusses Ontario's AI Economy with Minister Stephen Crawford and Supply Ontario CEO James Wallace
AllMind joins a Google Cloud Canada conversation with Ontario's Minister of Public and Business Service Delivery and Procurement, the Hon. Stephen Crawford, and Supply Ontario CEO James Wallace.
AllMind Featured in Finance et Investissement
Finance et Investissement covers AllMind's selection into Google Canada's Seed to Series A accelerator program.
AllMind Joins Google's Seed to Series A Accelerator
AllMind has been selected for Google Canada's exclusive Seed to Series A accelerator program, joining a selective cohort of high-potential startups working directly with Google.
AllMind Featured in the Waterloo Region Record
The Waterloo Region Record covers AllMind's selection into Google Canada's Seed to Series A accelerator program.
AllMind Featured in BetaKit
BetaKit covers AllMind's selection into Google Canada's Seed to Series A accelerator program.
The 33 km Chokepoint That Controls 20% of the World's Oil
Oil spiked 10% in two days after U.S.-Israeli strikes on Iran triggered a de facto closure of the Strait of Hormuz. We break down the chokepoint economics, who gets hurt worst, and what investors should be watching.
Tab Navigation, Portfolio Analytics, and Institutional-Grade Reports
Introduced browser-like tab navigation for the dashboard, a full portfolio analytics suite with risk and stress testing, and significantly upgraded report quality to institutional standards.
Research Workflows, Report Format Selection, and Interactive Synthesis
Launched the new Research Workflow system for multi-stage research tasks with interactive synthesis, multiple report format options, and improved keyword search accuracy.
Inside AllMind's Petabyte-Scale Financial Data Pipeline
How we built the infrastructure behind AllMind: exchange-level market data via Databento, 3,000+ web crawlers, a petabyte-scale data lakehouse on Iceberg and BigQuery, and proprietary Mixture-of-Experts AI models serving 25+ institutional investment teams.
Automation Workflows, Public IR Page, and Folder Subscriptions
Enhanced automation with event-triggered workflows and email notifications, launched a public Investor Relations page, and introduced folder subscriptions for automatic document delivery.
The $4.7 Trillion Bet: When Does AI Capex Become AI Revenue?
The tech industry is pouring $4.7 trillion into AI infrastructure by 2030. We break down what the latest sell-side research actually says, why the compute demand curve is unlike anything we've seen before, and what it means for portfolio construction right now.
How the US Military Used Claude AI to Help Capture Maduro
Anthropic's Claude AI was reportedly used by the U.S. military during the operation to capture former Venezuelan President Nicolás Maduro. We break down what happened, the Palantir connection, and what it means for defense-AI adoption and investors.
Stop Treating AI Like a Chatbot: What Are Agents, SubAgents, MCP, and Skills, and How Do They Actually Work?
Most people don't lack access to powerful AI models. They lack a mental model for how to make them work. This article breaks down Agents, SubAgents, MCP, and Skills, and shows how they come together to automate real workflows.
What Exactly Does Post-Training in LLMs and Finance-Focused AI Actually Mean for Asset Managers?
Post-training transforms general-purpose LLMs into finance-grade research tools. Learn how RAG, fine-tuning, and RLHF work, compare platforms like Bloomberg, Hebbia, AlphaSense, Rogo, and AllMind, and understand what institutional investors must evaluate before adopting AI for investment research.
How to Pick an AI Tool for Asset Management (2026 Guide)
Compare the top AI platforms for asset management and investment research. Feature comparison, pricing, and expert recommendations for institutional investors evaluating AI tools like AllMind, AlphaSense, Hebbia, Bloomberg, FactSet, and Rogo.
What is Broker Research and RMS Systems (And How to Actually Use Them)
Broker research (sell-side research) and Research Management Systems (RMS) are the backbone of institutional investing. Learn what broker research is, how live vs. aggregated research works, compare RMS platforms like Bloomberg, AlphaSense, Aladdin, and AllMind, and discover how AI is transforming research workflows for asset managers, hedge funds, and portfolio managers.
Integrating Broker Research and Research Management Systems (RMS) with AllMind
Learn how broker research flows through research management systems and how AI transforms the way institutional investors aggregate, query, and synthesize sell-side research. Discover how AllMind unifies broker research into a single AI-powered terminal for buy-side analysts and portfolio managers.
Bitcoin's 52% Crash Proves It's a Tech Stock: Here's What That Means for Portfolio Construction
Bitcoin fell from $126K to $60K alongside the AI tech selloff in February 2026. For institutional allocators, the correlation data is now undeniable: BTC behaves as a leveraged tech bet, not digital gold. We break down what changed and how to position.
Automation, AI Presentations, and Template Editor
Launched workflow automation for scheduling recurring research tasks, introduced AI-generated presentations, and added a template editor for custom report formats.
How the 2026 Milan-Cortina Winter Olympics Will Reshape Company Revenues and Stock Performance
Data-driven analysis of the 2026 Winter Olympics investment impact: NBC ad revenue records, sponsor ROI, Italian luxury exposure, hospitality displacement effects, and which stocks benefit most from Milan-Cortina 2026.
Palantir (PLTR) Q4 2025 Earnings: 70% Revenue Growth, Then an 11% Single-Day Crash
Palantir (PLTR) reported Q4 2025 revenue of $1.407B (+70% YoY growth), adjusted EPS of $0.25, and guided FY 2026 to $7.19B, crushing consensus by $970M. The stock surged 7% then crashed 11.62% the next day. Full earnings analysis, valuation, analyst reactions, and what the whiplash means for AI-powered institutional research.
Eli Lilly Q4 2025 Earnings: Revenue Surges 43% as Mounjaro and Zepbound Dominate the GLP-1 Market
Eli Lilly (NYSE: LLY) reported Q4 2025 revenue of $19.29B (+43% YoY), with Mounjaro earning $7.41B and Zepbound $4.26B. 2026 guidance of $80-83B beat consensus. Full analysis of financials, pipeline catalysts, and competitive positioning vs. Novo Nordisk in the GLP-1 obesity market.
Next-Gen AI Chat, Deep Research Mode, and Platform Redesign
Completely redesigned AI chat with frontier model integration, thinking indicators and task progress, added deep research mode, and launched a refreshed platform experience.
2026 Global Markets Outlook: Asset Allocation After the Great Disconnect
Complete 2026 investment outlook covering US equities, China, fixed income, gold, copper, and Asian insurance flows. How to position portfolios after 2025's strange year where weak economies beat strong ones.
US Bank Earnings Q4 2025: The Big Six Post-Mortem
Complete analysis of Q4 2025 bank earnings: JPMorgan, Bank of America, Wells Fargo, Citigroup, Goldman Sachs, and Morgan Stanley. Revenue, EPS, and what it means for bank stocks in 2026.
Reports V2, Macro Reports, and Sector News Summaries
Launched the next generation of research reports with full history and export options, added daily AI-powered sector news summaries, and introduced macro market reports.
ESG Data, Chart Generation in Chat, and Live Multiples
Added ESG section with MSCI data, introduced AI chart generation directly in chat, launched live valuation multiples, and enhanced grid column templates.
Multi-Ticker Comparison Reports and AI Report Editing
Launched multi-ticker comparison reports for side-by-side stock analysis, added AI-powered inline report editing, and introduced report length selection.
AllMind Partners with MSCI to Deliver Institutional-Grade ESG Data
AllMind announces strategic partnership with MSCI to integrate comprehensive ESG ratings, research, and analytics directly into the platform for institutional investors.
Public Pages, Compustat Financials, and Broker Research
Launched public news and document pages, added Compustat financial data for deeper fundamentals, and integrated broker research for comprehensive analysis.
Grid Enhancements, Report Templates, and Document Preview
Major grid improvements with sorting, color coding, and Excel export, plus new report templates and in-grid document preview functionality.
AI-Powered Grids and Custom Prompt Actions
Launched AI-Powered Grids for creating custom financial spreadsheets, added custom prompt actions for personalized workflows, and introduced live market price data in chat.
Live Earnings Audio, Report Editor, and Agentic Mode
Added live audio streaming for earnings calls, launched a report editor with version history, and introduced agentic mode for deeper AI-driven research.
Capital Intensity as Gravity: The AI Trade Enters Its Industrial Era (Looking at Q3 2025 Earnings in Tech)
Q3 2025 earnings revealed a fundamental shift: $320B in hyperscaler capex, NVIDIA's robotics bet, and why the AI trade is divided between winners who can execute physically and those who cannot.
The Great Divergence: North American Banking at the Crossroads of Monetary Policy and Agentic AI (Q4 2025 Bank Earnings)
Q4 2025 bank earnings reveal a bifurcated landscape: a 150 to 175 bps policy rate spread between Canada and the US, $170M in quantified AI value at TD Bank, and why 'Cognitive Alpha' is the new battleground for the Big Six.
Report Planner, Interactive Charts, and Cloud Storage Connections
Launched the Report Planner for custom research outlines, added interactive AG Charts for rich data visualization, and introduced Google Drive and OneDrive connections.
Data Room Redesign and Document Upload Enhancements
Completely redesigned the data room with thumbnail previews and batch uploading, added Word and Markdown document support, and improved file upload speeds.
AI Notepad, Web Search, and Analyst Estimates
Launched AI-powered notepad for research notes, added web search in chat, introduced analyst estimates page, and added chart generation capabilities.
AllMind's Data Standardization Methodology: Our Approach to Fundamentals
Understanding our comprehensive approach to data standardization, point-in-time preservation, and quality control that powers our terminal.
Venue Analysis Dashboard and Data Room Search
Launched venue analysis for market microstructure insights, added vector-powered data room search, and introduced flash note PDFs with Canadian market expansions.
Canadian Market Support and Document Search Overhaul
Full Canadian securities support across chat, events, and document search, plus major improvements to document viewing and event search performance.
Search Infrastructure Upgrade and New Data Sources
Major search performance improvements with optimized query speeds, expanded sector data processing, and new research document sources.
Expanded Data Coverage and Faster Search
Significantly expanded financial data coverage with new fund and ETF profiles, and improved document search speed through infrastructure optimizations.
Chat Quality Boost and Document Search Refinements
Improved chat responsiveness and accuracy, refined document search, and enhanced ticker data displays across the platform.
AllMind Fixed Income Compass for October 2025: Navigating Policy Divergence and Political Risk
An in-depth analysis of global bond markets as Fed-ECB policy paths diverge, inflation remains sticky above target, and political uncertainties mount. Explore actionable strategies for navigating higher yields, curve steepening, and credit opportunities in this new fixed income regime.
Document Search Enhancements, AI Enhancements, AI Actions, & Chat Export
Major document search improvements with fixed income coverage, chat export to PDF, actions, context references, and enhanced AI research capabilities.
Smart Data Mentions and Enhanced Event Experience
Introduced @ mentions for precise data queries in chat, added transcript search, and redesigned event pages with live transcripts and improved calendar views
Weekly Update: Live Event Center, In-App Documents, and Faster Transcripts
We launched a new Events experience with live transcripts, side chat, and in-app documents, expanded coverage, and improved performance.
Anwaar Malik Featured in The Globe and Mail on Building in Canada
The Globe and Mail featured our Founder and CEO, Anwaar Malik, in its September 2025 report on where Canadian tech founders choose to build their companies.
Weekly Update: AI-Powered Report Editing, Investor Relations, and Enhanced Search
This week, we've introduced AI-powered report editing, added a comprehensive repository of earnings call documents, and significantly improved our search capabilities with sorting and filtering enhancements.
Weekly Update: Advanced Search Filters, Redesigned Ticker Dashboard, and Improved Search Experience
This week, we've introduced powerful new filtering capabilities for document search, redesigned the stock ticker dashboard for a more intuitive layout, and made significant improvements to search result relevance and usability.
Weekly Update: Sector Analysis, Improvements on Research Data, and Performance Enhancements
This week, we've rolled out a new sector analysis dashboard, added over 20,000 historical research reports, and improved our document search. We've also made significant performance enhancements to our data APIs.
Weekly Update: New Reporting Features and More Sources for Document Search
This week, we've rolled out new reporting features and more sources for document search.
Weekly Update: New Reporting Features, UI Improvements, and Chat Optimizations
This week, we've rolled out new reporting features, including competitor analysis and market sentiment. We've also made significant UI enhancements and optimized our chatbot for a better user experience.
Augmented Intelligence: AllMind, Elevate Human Judgement With an Accessible, Powerful, Data-Driven Financial AI Toolkit
At AllMind, our goal is to augment irreplaceable human intuition with a complementary, accessible, and powerful data-driven financial AI toolkit.
AllMind Spotlighted in Globe and Mail's Top 2025 AI Article
The Globe and Mail featured our Founder and CEO, Anwaar Malik, in a major article on how Canadian leaders are using AI to drive unprecedented efficiency and innovation.
Weekly Update: Adding Live MBO Level 3 Data - Liquidity Heatmap, OFI Charts, and More
This week, we're excited to announce the addition of live market book order data (Level 3 MBO) to AllMind. We've also introduced a new Liquidity Heatmap for in-depth price analysis, new charts in our financial reports, a comprehensive ticker overview, and a refactored stock screener. Additionally, we've made several UI improvements and bug fixes to enhance your experience.
Weekly Update: Unstructured Data Search, Ask AI, and Advanced Futures Data
This week, we're thrilled to launch our new Unstructured Data Search, allowing you to seamlessly search across millions of documents. We've also integrated a powerful 'Ask AI' feature to get direct answers from documents. Additionally, we've expanded our futures data, introduced fuzzy search capabilities, and rolled out numerous improvements and bug fixes.
Reading Conviction in the Tape: What Level 3 Order Book Data Really Tells Discretionary PMs
Discover how Level 3 market order book data (mbo) reveals orders of magnitude more market information than traditional OHLCV data. Learn three proven signals: Hidden liquidity, absorption events, and order footprints that help discretionary portfolio managers build conviction during critical market moments, from earnings releases to macro events.
Weekly Update: Options, Earnings Call Transcripts, AI Chat, Bookmarks & More
This week, we're excited to introduce searchable earnings call transcripts with AI chat integration, a powerful new bookmarking system, historical estimates with charts, and a brand-new options page. We've also made several UI improvements and bug fixes to enhance your experience.
Weekly Update: In-App Tutorials, Futures Data, and Watchlist Enhancements
This week, we've introduced new in-app tutorials, added comprehensive futures data, and made significant improvements to the watchlist. We've also enhanced the UI and squashed several bugs to improve your overall experience.
Introducing AllMind: A New Data & AI Workspace for Institutional Investors
Meet the AllMind Terminal and API tools designed to help hedge funds access clean data, gain faster insights, and streamline investment workflows.
Weekly Update: Adding Live MBO Level 3 Data - Liquidity Heatmap, OFI Charts, and More
This week, we're excited to announce the addition of live market book order data (Level 3 MBO) to AllMind. We've also introduced a new Liquidity Heatmap for in-depth price analysis, new charts in our financial reports, a comprehensive ticker overview, and a refactored stock screener. Additionally, we've made several UI improvements and bug fixes to enhance your experience.
RBC | AllMind
AllMind partnered with Royal Bank of Canada to bring a unified data and AI research workspace into institutional investor workflows.