ReportsA faster way to produce publishable research

Draft Broker-Quality Research in Minutes

The terminal drafts five report formats from cited sources: earnings reviews, investment memos, comps analyses, credit notes, and company primers. You set the template and the outline, and it writes the first draft.

A generated earnings review for Air Canada in AllMind Reports, with claims cited to source documents

AllMind Reports is an AI research report generator for institutional investment teams that drafts earnings reviews, investment memos, comps analyses, credit notes, and company primers from cited sources.

Your format, not a generic summary

Start from a house template or a premade format, or define a custom structure of your own. You control the scope and outline before drafting begins, so an earnings review reads like your earnings review, in your sections, your order, and your house style. The terminal also builds Excel models with live formulas, drafts PowerPoint from 20+ investment-bank templates, and edits the XLSX, PPTX, and DOCX files you already have.

Templates
Report templates and outline controls in AllMind Reports

Every claim cited, ready to share

Each claim in the draft is cited back to the underlying document, so a PM can check any number against the filing or transcript it came from. Drafts are editable and exportable, ready to share with the team, reuse next quarter, and adapt for the next name.

Citations
A drafted research report in AllMind with inline citations to source documents

What teams produce

Reports draw on the same corpus as the rest of the terminal: 750M+ filings, transcripts, and broker research, plus market data and any Data Room you point them at.

Same-day earnings reviews

Turn the release and call transcript into a structured review the same afternoon, with every figure cited to its source.

Initiation-style company primers

Build a full primer on a new name, covering the business, its segments, and its financial history, in the depth of an initiation note.

First-draft IC memos

A working investment memo in your committee's format, drafted for the deal team to pressure-test, edit, and complete.

Comps and relative-value notes

Comparable and relative-value analyses across a peer set, with each figure traceable back to the document it came from.

Weekly portfolio or sector updates

A recurring update in a consistent format, drawing on the latest filings, transcripts, and market data across your coverage.

Common questions

Can AI write an equity research report?

AllMind drafts research reports from cited sources: you set the template and the outline, and the terminal writes the first draft. It produces five report formats: earnings reviews, investment memos, comps analyses, credit notes, and company primers. Each claim in the draft is cited back to the underlying document, so an analyst can check any number against the filing or transcript it came from.

Can AllMind draft reports in our firm's own template and format?

Yes. You can start from a house template or a premade format, or define a custom structure of your own. You control the scope and outline before drafting begins, so an earnings review reads like your earnings review, in your sections, your order, and your house style. The terminal also builds Excel models with live formulas, drafts PowerPoint from 20+ investment-bank templates, and edits the XLSX, PPTX, and DOCX files you already have.

Does AllMind cite its sources in generated reports?

Yes. Each claim in a draft is cited back to the underlying document, so a PM can check any number against the filing or transcript it came from. Drafts are editable and exportable, ready to share with the team and reuse next quarter.

What data do AllMind Reports draw on?

Reports draw on the same corpus as the rest of the terminal: 750M+ filings, transcripts, and broker research, plus market data and any Data Room you point them at. Teams use it for same-day earnings reviews, initiation-style company primers, first-draft IC memos, comps and relative-value notes, and weekly portfolio or sector updates.

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