Equity Research

The workflow

Open a project for your research universe. Ask the agent to analyze a company. It fetches financials, runs the BW Score, builds ratio dashboards, applies sector-specific frameworks, and lays everything out on your canvas. Add thesis notes, connect related elements with edges, and build a visual research narrative.

What you’d say

"Analyze Alkem Labs: financials, BW Score, pharma framework, and a 3-stage DCF."
"Compare Sun Pharma vs Dr. Reddy's on profitability and R&D intensity."
"Show me the management commentary on margins from the latest transcript."

What you get

• Financial ratio dashboards (Plotly)
• BW Score breakdown with sub-scores
• Sector-specific analysis (pharma framework: pipeline, API vs formulations, ANDA filings)
• DCF model with sensitivity table
• Thesis notes with key arguments
• All connected on a canvas you can present or share