AI Research Workspace for Finance
Ask in plain English. InvestIQ pulls live prices, filings, earnings, and news, then returns a structured, source-attributed analysis. Not a wall of text, and not a guess.
Built for analysts who can't afford to be wrong.
The problem
Pulling prices from a terminal. Reading thirty news articles. Combing SEC filings and earnings transcripts. Stitching it into something a partner can use. By the time it's done, the market has moved, and a generic chatbot's summary is something you'd never put your name on.
How it works
Ask in plain English
"Compare the balance sheets of JPMorgan, Goldman, and Morgan Stanley; which has the strongest capital position?" No query syntax, no filters.
InvestIQ orchestrates the data
It selects the right tools, pulls live market data, filings, transcripts, and news, then reasons across all of it.
Get a structured, sourced report
Company cards, comparison tables, charts, and a news-sentiment read. Every data point linked to its source.
Output
InvestIQ doesn't hand you paragraphs to fact-check. It returns the analysis as components you can scan, and every number shows where it came from.
Clean cards, not paragraphs
Key metrics structured per company: price, market cap, P/E, revenue. Not buried in prose.
Side-by-side comparison tables
Tabular numbers across companies in aligned columns with source attribution per row.
Charts with source labels
30/90-day price history per ticker, styled for readability, source listed below.
News sentiment read
Positive/negative/neutral breakdown with per-article confidence and direct links to originals.
If a figure isn't sourced, it isn't in your report.
Features
Watchlist
Track tickers with live prices, daily deltas, and 30-day sparklines.
Saved research
Every report saved, tagged, and searchable. Your research archive.
Compare companies
Side-by-side financials, metrics, and news across multiple tickers.
Team workspace
Isolated org workspace. Invite colleagues, share reports, manage access.
Your organization gets its own workspace, fully isolated from every other organization on InvestIQ. Source attribution on every data point means anyone on your team can trace a conclusion back to its filing, transcript, or article.