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Analyze 2.0

We are pleased to announce an update to our Analyze feature. This update brings significant enhancements to how you interact with AI-driven summaries and deepens your understanding of company fundamentals and regulatory filings.

  • Enhanced summaries: We've improved the AI context window, enabling more accurate and contextually relevant summaries that help you make better-informed decisions.
  • New User interface: Analyze is now partitioned into two distinct tabs: Fundamentals and SEC Filings, making navigation more intuitive and information more accessible.


The Fundamentals Tab offers a comprehensive overview of a company’s operational and financial standing. It includes a quick snapshot in the Overview, insights into how the company makes money, dynamic updates on the latest news, key financial metrics to assess financial health, a summary of potential risks and challenges, and the latest opinions and ratings from financial analysts.

Historical SEC Filings

In the SEC Filings Tab, users can find a structured and simplified view of regulatory filings. This tab allows for easy access to historical SEC filings, providing a backdrop of the company’s regulatory history. Additionally, it features on-demand summaries of annual and quarterly reports, such as Forms 10Ks and 10Qs, which highlight key information and save time.

These enhancements are designed to provide you with a richer, more informative experience. We invite you to explore Analyze 2.0 and see how these new features can assist in your analysis and decision-making processes.