How to Use Guide

How to Use the AI Analyst

Welcome to your AI analyst. This guide will help you understand how to use it effectively to create comprehensive financial analysis documents.

What the Analyst Can Do

Your AI analyst is a powerful tool designed to help you create comprehensive financial analysis documents. Here's what it can do:

Fetch Financial Data: Pull real-time stock prices, financial statements, and market data
Analyze SEC Filings: Extract insights from 10-K, 10-Q, 8-K, and proxy statements
Summarize Transcripts: Process earnings calls and investor presentations
Create Visualizations: Generate charts, graphs, and financial tables
Perform Analysis: Calculate ratios, trends, and competitive benchmarks
Research Companies: Gather comprehensive company information and news

Modes of Use

The analyst operates in two distinct modes, each optimized for different types of interactions:

Ask Mode

Best for: Quick questions and exploratory analysis

Get immediate answers without modifying the document
Ask clarifying questions about data or analysis
Explore different scenarios or hypotheses
Chat-style interaction for iterative discovery

Edit Mode

Best for: Building and updating your analysis document

Add new sections, charts, and analysis to your document
Update existing content with fresh data
Create comprehensive research reports
Build structured financial models and presentations

Managing Your Work

Organize your analysis efficiently with documents and conversations:

Documents

Create: Start a new analysis document for each company or topic
Rename: Use descriptive titles like "AAPL Q3 2024 Analysis" or "Tech Sector Comparison"
Navigate: Switch between documents using the sidebar
Delete: Remove outdated or unnecessary documents

Conversations

Multiple Threads: Each document can have multiple conversation threads
Context Preservation: Each conversation maintains its own context and history
Organization: Use conversations to separate different analysis topics

Best Practices & Tips

Writing Effective Prompts

Be Specific: Instead of "analyze Apple", try "analyze Apple's revenue growth trends over the last 5 years"
Provide Context: Mention the timeframe, metrics, or comparison companies you're interested in
Ask for Structure: Request tables, charts, or specific sections to organize the output
Iterate: Build on previous responses by asking follow-up questions

Workflow Tips

Start Broad: Begin with company overview, then dive into specific metrics
Use Ask Mode First: Explore and understand the data before committing to document structure
Switch to Edit Mode: Once you know what you want, use Edit Mode to build the document
Regular Saves: The system auto-saves, but create new documents for major direction changes
Version Control: Use different documents to track different analysis approaches

Performance Optimization

Break Down Complex Requests: Split large analyses into smaller, focused requests
Be Patient: Financial data processing can take time, especially for comprehensive analysis
Use the Stop Button: If a request is taking too long or going in the wrong direction
Clear Instructions: The more precise your request, the more accurate the output

Important Disclaimer

Investment Advice: This AI agent provides analytical tools and data processing capabilities. It does not provide investment advice, recommendations, or financial planning guidance. All analysis should be verified independently, and investment decisions should be made with appropriate professional consultation.

Data Accuracy: While we strive for accuracy, financial data can change rapidly and may contain delays or errors. Always verify critical information from primary sources before making important decisions.

Beta Software: This is early-stage software available to Early Adopters. Features may change, and you may encounter occasional issues. We appreciate your feedback to help improve the product.

Ready to Get Started?

Now that you understand how the AI analyst-agent works, let's start building your first financial analysis.