Analyst's Copilot

Product

Your coverage universe, harvested and categorized automatically

Track companies on My Companies. Scheduled harvesting discovers articles from RSS feeds, news directories, and SEC filings, then categorizes them for Market Analysis and personalized email digests.

01

My Companies watchlist

Add companies via search, database, curated Cans, or requests. Organize with tags and view parent/child hierarchies.

02

Market Analysis

Searchable article feed with filters for time, category, and company. Save filter presets for recurring scans.

03

Email digests

Daily or weekly digests in Default, Compact, Alternative, or Neutral templates with category and keyword preferences.

04

Article detail

Full article view with article-scoped prompts for impact analysis, briefing emails, and social posts.

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

Benefits

Key benefits

  • 13 categories including SEC Filing, M&A, and Partnerships
  • Stop manually re-checking portfolio companies
  • Click from digest email straight into in-app research
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