Company and financial analysis
Analyse companies with DART filings and ratios, and compare them with peers.
- Filing summaries
- Financial ratios
- Peer comparison
Advisors and asset managers, plus VC
Research where every number has a source
Dig into companies with DART filings and financial ratios. Papers and news are opened at the source and each piece of evidence gets a score. Rate and FX scenarios run too. Reviews and approvals land in a compliance log.
Where Investment advisor teams get stuck
- 1A day per research note
Downloading filings and sorting out sources eats the whole day.
- 2Evidence quality is all over the place
There is no standard for how much to trust which source.
- 3Nothing gets recorded
Who reviewed and who approved ends up buried across inboxes.
A day with AI colleagues
- 09:00Research Agent
Opened recent material on our sectors at the source and ranked it by strength of evidence.
- 11:00Analysis Agent
Built a comparison table of DART filings and ratios for 2 target companies.
- 14:00CRO Agent
Worked out the impact of rate and FX moves across several cases.
- 17:00Oversight Agent
Bundled this week's reviews and approvals into a tamper evident log.
Example scenes. Real work runs on your company's own data and the tools you connect.
Work areas
Evidence ranked research
Papers and news are checked at the source along with in house expertise, and each piece of evidence is scored.
- Source links
- Evidence scores
- Unverified items marked
Macro and scenarios
Feed in ECOS and FRED indicators and run several scenarios.
- Macro indicators
- Scenario analysis
- Changing assumptions
Oversight and compliance log
Reviews and approvals go into a tamper evident log, along with tool runs.
- Activity log
- Compliance checks
- Log export
AI agents on your team
- Research AgentEvidence ranked research
- Analysis AgentFilings and ratios
- CRO AgentScenarios
- CFO AgentInvestment case review
- Oversight AgentCompliance log
- Legal review AgentContract review
Skills ready to use
- DART filing analysis
- Ratio comparison
- Evidence ranked research
- Peer comparison tables
- Macro scenarios
- Investment case math
- Compliance checks
- Contract review
Tools and data we connect
- DART filings
- Bank of Korea ECOS
- FRED
- arXiv and Semantic Scholar
- Naver search
- Korean law database
Metrics you watch together
- Research lead timePer topic
- Evidence count and scorePer research note
- Companies analysedMonthly
- Log completenessReviews and approvals
First setup
- 1Add companies and sectors to watch
- 2Pick a research template
- 3Choose scenario indicators
- 4Build a compliance checklist
FAQ
Portfolio or rebalancing tools?
Not yet. Today we support company analysis and research. Scenarios and the compliance log are covered too.
Does AI make investment calls?
No. AI only gathers material and evidence. Portfolio managers make the call.
Can we trust the numbers?
Filings and original sources are cited. We don't use numbers we didn't calculate.
Start with a template made for Investment advisor
Choose your industry at signup and the screens and agents match it. You can change it after setup.