Analyst's Copilot

Analyst research platform

Turn market signals into analyst‑ready reports.

Monitor companies, analyze market signals, and produce Word-ready reports for independent analysts, consulting firms, and financial services research teams.

Analyst's Copilot dashboard showing the daily digest and company coverage

Daily digest ready

12 companies | 3 min ago

Word export

Generated in 1.4s

Market signals

Sources ranked by relevance

Coverage updated

Analyst teams aligned

Report workflow

Evidence to Word draft

Built by industry analysts, for industry analysts

S&P GlobalMoody's CorporationBlackRockBerkshire HathawayCharles SchwabJPMorgan ChaseBank of AmericaMSCIFactSetMorningstarThomson Reuters

The transformation

From twenty open tabs to one sourced report

Analyst's Copilot ingests filings, news, and notes — then assembles a cited report you can defend in a client readout.

Cycle time

Over 24 hrs

saved per report cycle

24+hrs

Evidence trail

14

sources cited in-line

10-QCallNewsNotes+10

Styled export

3

formats — Word, PDF, Markdown

Wor
PDF
MD

Filings, calls, news, and notes — still in separate places.

PDF

10-Q filing

Transcript

Earnings call

Web

Sector news

Internal

Analyst notes

Doc

Client brief

One report with cited sections — styled to your voice and ready to export.

Impact report

Meridian Systems

Client review · March 2026

Export ready
WordPDFMarkdown
01

Executive summary

Meridian Systems expanded enterprise API access in Q1 while gross margin held at 61.2%.

6 sources10-QNewsNotes
02

Competitive movement

Two competitors shifted pricing within six weeks. Meridian responded with bundling, not list cuts.

10-Q · p.410-QTranscript
03

Strategic implications

Stress-test revenue assumptions against mid-market churn before the next client readout.

Transcript · 14:22TranscriptBrief

Styled output

Brand kit

Logos, colors, type

Brand voice

Firm tone & style

Personal voice

Your analyst lens

Sources linked

14 total
10-QTranscriptNewsBriefNotesRSS+8

The platform

Monitor, research, build, ship.

Monitor

Know what changed.

Track companies, filings, and signals before you write a word.

Daily coverage

Company watchlist tracking Anthropic, Databricks, and OpenAI

Research

Ask better questions.

Run preset analyst prompts with company context and sources built in.

50+ prompts

AI Analyst with expert analysis prompts and company selection

Build

Assemble the report.

Workflows draft each section and link every source for your review.

Impact Report

workflow / impact_reportRunning

Context research complete with web search

Competition and SWOT nodes running in parallel

Assembling document with market strategy sections

Final report ready for Word export

Filing

SEC 10-Q

News

Press release

Harvested

RSS article

Watchlist
Prompts
Workflow
Word

Export

Ship the deliverable.

Export to Word with citations attached and your voice intact.

Word export

Word deliverable

Executive summary
Market context
Competitive movement
Analyst take
W

Impact_report.docx

14 sources attached

Ready

Ready to see it on your coverage?

Book a live walkthrough on the companies and report types you actually produce.

  • Your coverage universe
  • Linked source evidence
  • Styled Word export

20-minute session, tailored to your list

Research team reviewing a live product walkthrough together in a modern office

Flagship workflow

The Impact Report, start to finish.

Paste a company URL. Fourteen orchestrated steps research, assemble, and polish a client-ready report — with every claim linked to its source.

Pipeline depth

14

orchestrated steps

URLCtxSWOT+11

Cycle time

8–16 hrs

saved per report

16hrs

Parallel research

5

parallel research nodes

CtxCompMktTechSWOT
https://app.analystscopilot.com/workflows/impact-report
01

Ingest company URL

Company URL triggers the pipeline with automatic web search.

Company URL

Name + domain ingested

Web search

Grounded sources pulled

Context

Business model + positioning

Competition

Rival moves + pricing

Market strategy

Segment + growth signals

Technology

Stack + product shifts

SWOT

Evidence-backed matrix

Assemble

Sections stitched with citations

Summary + hooks

Titles, hooks, talking points

Final report

Word (.docx) export queued

Parallel research

Workflow steps

Same order as the canvas — select a step to animate the pipeline.

6 steps
  1. Meridian Systems — domain and company name ingested to start the run.

  2. 14 sources tagged from filings, press coverage, and company pages.

  3. Context, competition, market strategy, technology, and SWOT build simultaneously from the same source bundle.

  4. Meridian Systems expanded enterprise API access in Q1 while gross margin held at 61.2%.

  5. Recommend holding coverage with a watch on EU data residency commitments.

  6. Impact_report.docx queued — styled export with 14 linked sources.

Workflows produce deliverables. Chat produces paragraphs.

Generic AI answers whatever you type. Analyst's Copilot runs structured pipelines with company context, source grounding, and Word export built in.

Research output

Client-ready deliverables

Generic chat

You paste the answer into Word and rebuild the structure yourself.

Analyst's Copilot

Impact Report workflows assemble sections and export styled Word files.

Source grounding

Evidence you can defend

Generic chat

Citations you add manually, if you remember to check them.

Analyst's Copilot

Web search, harvested news, and SEC filings feed cited sections in-line.

Company context

Coverage built in

Generic chat

Company facts retyped into every new prompt.

Analyst's Copilot

Your watchlist injects company data, filings, and news into each workflow run.

Repeatability

Repeatable workflows

Generic chat

A new thread for every report cycle.

Analyst's Copilot

Forkable templates with review steps, not one-off chat sessions.

Questions analysts ask before switching

Straight answers on how Analyst's Copilot compares to ChatGPT, Claude, and other generic AI tools you may already use.

Built for how analysts work.

Whether you are solo, leading a firm, or shipping client deliverables — the platform adapts to your coverage model.

Punch above your weight. Keep your voice.

Run structured research workflows on your own, collect sources, build evidence trails, and publish polished reports that stand up to client scrutiny.

https://app.analystscopilot.com/workflows

Impact report

Running
Context
Competition
03Analyst reviewYou approve
04Assemble

Evidence

Revenue grew 18% YoY

10-Qp.4

New EU data region

PressMar 3

Margin pressure flagged

NoteInternal
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