ChatThe fastest path from question to grounded answer

Cited Answers Across Everything You Cover

Ask in plain English and get a grounded answer with the sources attached. Chat searches 750M+ documents across SEC, SEDAR+, and global filings from 18 markets, earnings call transcripts, broker research, expert interview transcripts, and news, and every claim links back to the document behind it.

AllMind Chat answering an equity research question with cited sources

AllMind Chat is an AI research assistant for institutional investors that answers questions in natural language with cited answers grounded in SEC, SEDAR+, and global filings across 18 markets, earnings call transcripts, broker research, expert interview transcripts, and news, and links every claim back to its source document.

Every answer carries its sources

Each response includes citations that link straight to the underlying filing, transcript, or report. Click through, read the passage in context, and confirm the number before it goes into your model.

Citations
Chat response with inline citations linking to source documents

Scope the search to the sources that matter

Choose exactly what Chat reads before it answers: SEC, SEDAR+, and global filings, earnings call transcripts, broker research, expert interview transcripts, news, the web, or a specific Data Room. Narrow to a single 10-K for a close read, or open it up to the entire 750M+ document corpus when you want breadth.

Source Control
Source selector scoping a Chat query to specific filings and transcripts

Documents and market data in the same place

Chat runs inside the same terminal as your market data, so numbers and the documents behind them sit side by side. From Data Viewer, push selected table cells straight into Chat with Ctrl+K and ask what is driving them. Follow-up questions keep the thread's context.

One Terminal
Chat analyzing table cells pushed from Data Viewer alongside market data

What analysts ask

Chat is where research starts while the question is still forming. When the work turns document-heavy it hands off to Data Rooms, and when the output has to be shared it hands off to Reports.

Same-day earnings questions

On the day of the call, ask what changed in guidance versus last quarter and get an answer drawn from the fresh transcript, with the passage cited.

Check a number before the meeting

Confirm a figure and open the filing it came from before you walk into the room, so the source is in hand if anyone pushes back.

Compare management commentary across two names

Ask how two management teams talked about pricing or demand, with the relevant remarks pulled together and each linked to its transcript.

Go deep on a single company

Scope the sources to one company's filings and work through them question by question for a close read.

Turn a thread into the start of a memo

A run of questions and cited answers is already a working outline. When a finding is worth writing up, the thread becomes the starting point for a memo in Reports.

Common questions

Can AI answer questions about SEC filings and earnings call transcripts?

Yes. AllMind Chat takes questions in plain English and returns a grounded answer with the sources attached, drawing on SEC, SEDAR+, and global filings across 18 markets, earnings call transcripts, broker research, expert interview transcripts, and news. On the day of an earnings call, you can ask what changed in guidance versus last quarter and get an answer drawn from the fresh transcript, with the passage cited.

Does AllMind cite the exact passage behind each answer?

Yes. Each response includes citations that link straight to the underlying filing, transcript, or report, so you can click through, read the passage in context, and confirm the number before it goes into your model. If anyone pushes back on a figure in the meeting, the source document is in hand.

What data does AllMind Chat search?

Chat searches the same corpus as the rest of the terminal: 750M+ documents spanning SEC, SEDAR+, and global filings across 18 markets, earnings call transcripts, broker research, expert interview transcripts, and news, plus the web and any Data Room you point it at. It runs inside the same terminal as your market data, so numbers and the documents behind them sit side by side.

Can AllMind Chat answer questions about our own documents?

Yes. You can scope Chat to a specific Data Room, a dedicated document room per deal, name, or project, filled from uploads, filings, transcripts, or synced drives. Answers stay grounded in that material, and every claim links back to the document behind it.

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