December 26, 2025·
Changelog
Grid Enhancements, Report Templates, and Document Preview
New Features
- 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
Improvements
- 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
Bug Fixes
- 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