Research Tools
The Research tab is your AI-powered workbench for in-depth company analysis. Search for any listed company to access analyst consensus, earnings intelligence, DCF valuation models, peer comparables, technical chart indicators, news sentiment, and SEC filings — all from a single dashboard tab.
Getting Started
Open the Research tab from the main dashboard. If no company is selected, you see the Research Workbench landing page with market data and quick-access shortcuts. Use the Search Company or Ticker button (or the company selector in the header) to look up a company and begin your analysis.
The Research tab is organised into a command center overview and three specialised subtabs:
| Subtab | Purpose |
|---|---|
| Earnings Copilot | AI-powered earnings transcript analysis, sentiment scoring, and Q&A preparation |
| Valuation Assistant | Discounted cash flow (DCF) modelling, peer comparable analysis, and scenario planning |
| Technicals | Interactive candlestick/line charts with technical indicators and signal analysis |
Research Landing Page
When no company is selected, the Research tab displays a market overview to help you identify research opportunities:
- Research Workbench Hero — a prominent call-to-action with a search button to begin company research
- Recent Research — quick-access chips for your recently, frequently, and pinned companies; click any chip to resume research
- Market Movers — side-by-side cards showing the top five gainers and top five losers of the session, each with ticker, name, and percentage change. Click any mover to start researching that company
- Sector Performance — colour-coded chips for every market sector showing the day's percentage change, helping you spot sector-wide trends
Research Command Center
After selecting a company, the Research tab transforms into a data-rich command center with six summary cards and quick links to the specialised subtabs.
Company Header
The header displays the company logo, full name, ticker symbol, exchange, sector, and industry. The current stock price appears on the right with the day's point and percentage change, colour-coded green for gains and red for losses. Click the Refresh icon to reload all data panels.
Analyst Consensus
The Analyst Consensus card aggregates Wall Street analyst ratings and estimates:
- Grade Distribution Bar — a horizontal stacked bar showing the proportion of Strong Buy, Buy, Hold, Sell, and Strong Sell ratings. Hover over a segment to see the count
- Estimate Snapshot — the latest consensus EPS estimate (average), revenue estimate (average), number of contributing analysts, and the estimate period
- Recent Grade Changes — the most recent analyst upgrades and downgrades with the grading firm and new rating
Earnings Intelligence
This card provides a quick earnings health check:
- Next Earnings — the date of the next earnings release with a countdown
- Beat Rate — how many quarters the company has beaten EPS estimates (e.g., "18/20" with a percentage)
- Latest EPS Surprise — whether the most recent quarter was a beat or miss, with the dollar amount and actual vs estimated values
- Latest Revenue Surprise — revenue beat or miss with the delta amount
Click Earnings Copilot to open the full AI-powered transcript analysis subtab.
Valuation Snapshot
A quick view of the company's intrinsic value based on the DCF model:
- Current Price, DCF Fair Value, and Upside / Downside — the percentage gap between fair value and market price, with a colour-coded visual bar
- Quick Metrics — P/E ratio, market capitalisation, and EPS
Click Full Analysis to open the Valuation Assistant subtab.
Latest News
Displays up to five recent company-specific news articles. Each entry shows the headline (linked to the full article in a new tab), source badge, and relative timestamp. Click View All News to navigate to the Company Overview News subtab for the full feed.
Recent SEC Filings
Lists the most recent 10-K, 10-Q, and 8-K filings with type badge, description, date, and a link to the SEC document. Click View All Filings to navigate to the Company Overview Filings subtab.
Research Tools Card
Quick-launch cards for the two AI-powered subtabs:
- Earnings Copilot — AI-powered earnings transcript analysis and Q&A preparation
- Valuation Assistant — DCF modelling, comparable analysis, and scenario planning
Click either card to navigate to the corresponding subtab.
Earnings Copilot
The Earnings Copilot subtab combines quantitative earnings data with AI-driven transcript analysis to help you prepare for and review earnings events.
Overview Cards
Four summary cards at the top provide quick context:
- Next Earnings — upcoming earnings date with a day countdown
- Beat Rate — historical EPS beat percentage across available quarters
- Latest EPS Surprise — the most recent quarter's beat or miss with dollar delta
- Latest Revenue — actual revenue vs estimate for the most recent quarter
Transcript Explorer
Select a quarter from the dropdown to load the full earnings call transcript and trigger AI analysis. The system generates:
- Executive Summary — a concise paragraph summarising the key takeaways from the call
- Key Insights — categorised as positive, negative, or neutral, each with a confidence score. Insights cover financial performance, strategic direction, operational updates, and guidance
- Themes — recurring topics extracted from the transcript (e.g., "AI investment", "margin expansion", "supply chain recovery")
- Risk Factors — potential risks or concerns flagged by the AI from management commentary
- Guidance Summary — a synthesis of forward-looking statements and guidance provided during the call
- Key Metrics Mentioned — specific numbers and figures that management emphasised, with surrounding context
Sentiment Analysis
The sentiment panel scores the transcript along two dimensions:
- Overall Sentiment — a 0–1 score with a colour-coded gauge (green for positive, amber for neutral, red for negative)
- Management Confidence — a separate 0–1 score assessing how confident management sounds in their commentary
- Forward-Looking Tone — a qualitative label such as "Very Optimistic", "Cautiously Optimistic", "Neutral", or "Cautious"
Q&A Preparation
The AI generates suggested questions for the upcoming or recently completed earnings call:
- Questions are categorised by focus area: Financial, Strategic, Operational, and Guidance
- Each question has an importance rating: High, Medium, or Low
- Optional context explains why the question is relevant based on transcript content
Transcript Viewer
The full transcript text is available in a scrollable panel. Use it to verify AI-generated insights against the original source material.
Valuation Assistant
The Valuation Assistant provides professional-grade valuation tools combining automated DCF models with peer comparison data.
DCF Analysis
Toggle between Unlevered DCF and Levered DCF modes to view the model from different capital structure perspectives.
Valuation Summary
Four headline metrics appear at the top:
- Fair Value Per Share — the model's intrinsic value estimate
- Current Price — the latest market price
- Upside / Downside — the percentage difference, with a colour-coded visual bar (green for undervalued, red for overvalued)
- Enterprise Value — the total enterprise value from the model
WACC Breakdown
A detailed table showing the weighted average cost of capital inputs:
- Beta, risk-free rate, market risk premium, cost of equity
- After-tax cost of debt, debt and equity weightings, tax rate
- The resulting WACC percentage
Free Cash Flow Projections
A table of projected free cash flows by year, split into historical and projected periods. Key rows include revenue, EBITDA, capital expenditures, and unlevered (or levered) free cash flow.
Valuation Bridge
A breakdown of how the model arrives at equity value per share:
- Sum of present value of projected free cash flows
- Present value of terminal value
- Enterprise value
- Less net debt
- Equity value and shares outstanding
Sensitivity Matrix
An interactive matrix showing the implied share price under different WACC and terminal growth rate assumptions. The centre cell uses the model's base case; surrounding cells show how the fair value changes with ±1–2 percentage point shifts in each variable. The current market price row is highlighted for comparison.
Comparable Analysis
The Comparable Analysis tab benchmarks the company against industry peers using valuation multiples:
- Peer Table — columns include P/E, EV/EBITDA, P/B, P/S, and additional ratios. The subject company appears as the first highlighted row, followed by peers, then median and mean summary rows
- Percentile Rank — chips indicate where the subject company falls relative to the peer set for each metric
Scenario Analysis
Model different valuation outcomes by adjusting key assumptions with interactive sliders:
- WACC adjustment — shift the discount rate up or down
- Terminal growth rate — adjust the long-term growth assumption
- Revenue growth — modify projected revenue trajectories
The implied share price updates in real time as you move the sliders.
Technicals
The Technicals subtab provides interactive price charts with configurable technical indicators and automated signal analysis.
Chart Controls
- Period Selector — choose from 5D, 1M, 3M, 6M, 1Y, or 5Y timeframes
- Chart Type — toggle between Candlestick and Line chart modes
- Volume — toggle the volume histogram on or off
- Fullscreen — expand the chart to fill the screen
- Refresh — reload the latest price data
Technical Indicators
Activate indicators from the toolbar chips. Available indicators include:
| Indicator | Type | Description |
|---|---|---|
| SMA(20) | Overlay | 20-period simple moving average |
| SMA(50) | Overlay | 50-period simple moving average |
| EMA(12) | Overlay | 12-period exponential moving average |
| EMA(26) | Overlay | 26-period exponential moving average |
| RSI(14) | Oscillator | 14-period relative strength index |
| ADX(14) | Oscillator | 14-period average directional index |
Overlay indicators appear directly on the price chart. Oscillator indicators appear in a separate panel below the chart.
Signal Summary Table
Below the chart, a signal analysis table evaluates each active indicator:
- Indicator — name and current value
- Signal — buy (green), sell (red), or neutral (grey) based on standard thresholds
- Detail — a brief explanation (e.g., "Price above SMA", "Overbought", "Strong trend")
- Overall Signal — an aggregate assessment (Strong Buy, Buy, Neutral, Sell, Strong Sell) based on the proportion of buy vs sell signals across all active indicators
Signal Thresholds
The platform uses standard technical analysis thresholds:
- RSI — above 70 is overbought (sell signal), below 30 is oversold (buy signal)
- ADX — above 25 indicates a strong trend (buy signal); above 50 is very strong
- Moving Averages — price above the average generates a buy signal; price below generates a sell signal
Research Sources Sidebar
The sidebar (toggle from the sidebar icon) provides control over your research workflow:
- Data Feeds — enable or disable individual data sources: real-time pricing, analyst estimates, earnings data, SEC filings, news feed, and valuation models
- Recent Companies — quick-access list of recently researched companies; click to switch context
- Pinned Companies — your bookmarked companies for fast access
Data Refresh and Disclaimers
Data is refreshed on different schedules:
- Price — approximately every minute
- Analyst estimates and earnings — every 5–60 minutes depending on cache
- News and filings — updated periodically from external data providers
Important: Research data is refreshed on demand. Analyst estimates, earnings, and news may be delayed. Not suitable for real-time trading decisions. All financial data is sourced from Financial Modeling Prep (FMP).
Best Practices
- Start with the command center — the six summary cards give you a quick pulse on analyst sentiment, earnings momentum, valuation, and news before diving into specialised tools
- Use Earnings Copilot before earnings season — review AI-generated insights and Q&A preparation ahead of upcoming earnings calls
- Cross-reference DCF with comparables — the DCF model gives an absolute valuation; compare it against the peer multiples for a relative check
- Stress-test with the sensitivity matrix — adjust WACC and terminal growth assumptions to understand how sensitive the fair value is to key inputs
- Combine technicals with fundamentals — use the Technicals subtab signals alongside the Valuation Assistant to inform entry and exit timing
- Pin frequently researched companies — use the sidebar to bookmark companies you revisit regularly
Troubleshooting
No data in the command center
Problem: The summary cards show dashes or "No data available" messages. Solution: Ensure a company is selected. Some smaller or recently listed companies may have limited analyst, earnings, or DCF coverage from the data provider.
Earnings transcript unavailable
Problem: The Earnings Copilot shows no transcript for a selected quarter. Solution: Transcript availability depends on the data provider. Major companies typically have coverage for the last several years; smaller companies may have gaps.
DCF fair value seems extreme
Problem: The DCF model shows an unusually high or low fair value. Solution: Review the WACC inputs and terminal growth rate assumptions. Use the sensitivity matrix to see a range of fair values. The model relies on projected free cash flows which may not account for recent events.
Technical indicators not loading
Problem: Indicator data does not appear on the chart. Solution: Some indicators require sufficient historical data (e.g., a 50-day SMA needs at least 50 trading days). Try a longer time period or check your network connection.
Related Topics
Related Topics
⏱️ Read time: 14 minutes | 📊 Difficulty: intermediate | 🔄 Last updated: 2026-03-30