
Transform your quarterly reporting process with AI. Upload data, select sources, and generate institutional-quality market reviews for Equity, Fixed Income, Currency, and ETF markets.
From data ingestion to final export, streamline your entire reporting workflow
Upload Excel files, PDFs, and research reports. AI automatically extracts financial metrics, performance data, and market commentary with intelligent classification.
Generate comprehensive market reviews with data-driven insights, structured narratives, and institutional-grade writing. Streaming responses show progress in real-time.
Edit reports with a full-featured markdown editor embedded in the chat. Use AI assistance to rewrite, expand, shorten, or refine any section instantly.
Start with industry-standard templates for Equity, Fixed Income, Currency, ETF, and Multi-Asset reviews. Customizable structure and formatting.
Export finished reports as PDF, Word, HTML, or Markdown. Professional formatting maintained across all formats, ready for distribution.
Bank-grade encryption, SOC 2 compliance, and secure data handling. Your sensitive financial data is protected at every step.
From data upload to final report in minutes, not hours
Import Excel files, PDFs, and documents containing your market data and performance metrics
Choose which data sources to include in your report. AI classifies by asset class and region
AI analyzes your data and creates a professional market review with insights and tables
Review in the editor, make AI-assisted edits, and export to PDF, Word, or HTML
Industry-standard templates for every asset class