Feature Ideas

When using the AI assistant, when a user has been working through a conversation and has come up with an answer that is particularly good but would be hard to replicate, have a function to convert the most recent version of an output or conversation into a "template" (report, workflow, etc.) that can be used again, incorporating the chat history and context of that conversation.

include data for TSXV

In using the AI assistant, when an answer is particularly good or you would like to memorialize it or share with others, it would be great to have a button or other workflow to "convert" the answer to a professional report or PowerPoint slide. It could even trigger a workflow to ask the user to convert as-is, add more detail, make more concise, etc.

We are delaying our release on this until workflows/idea generation & reports is finished

We are moving BPIPE and delaying the release of our fixed income modules putting our entire focus on workflows and idea generation/workflows

We're significantly expanding Automations. Three improvements are coming: a higher number of automations you can run across your covered companies, support for automations beyond Grids and Reports, and a broader range of automation types to fit how your team actually works. Alongside these, we're shipping a series of quality-of-life improvements throughout the feature. The goal is simple: Make Automations flexible enough to handle the full breadth of recurring research workflows, not just the surface layer.

We were actively working on this but we are moving this to our backlog and focusing towards Reports & Idea Generation/Workflows

Over the past 2.5 months, we've audited every report generated on our platform. Across both long and short formats and one finding has been consistent: Reports is simultaneously one of our most powerful and most inconsistent features. When it works, it delivers exceptional value. Too often, it falls short of the reliability and quality you expect from us. So we're rebuilding it from the ground up. The current version will remain live for clients who want to continue using it. In parallel, our team is reconstructing Reports from scratch, with rigorous testing at every stage. Our commitment: by the start of the next earnings cycle in early July, Reports will be the strongest version of this product on the market. This work will unfold over the coming weeks, and iterations will be out over time. Updates to everyone will be sent via email. If you have ideas for what Reports should do or shouldn't please send them our way. Your input will directly shape what we build.

Would it be possible to include industry-level analysis within reports? For example, if I wanted to cover all companies engaged in AI R&D within the TMT industry, is that feasible? Currently, the report only highlights a selection of major companies I give it (eg. Telus and BCE), and the process is quite tedious so I’m wondering if there’s a more efficient approach?