Changelog

​

Global company disclosures and policy-event transcripts

• Global issuer and policy-event documents — Ask the assistant to search and cite global regulatory filings, issuer press releases, investor presentations, and event transcripts, including central-bank and government policy events.

​

Granola meeting research, a redesigned Reports workspace, structured source exploration, and listed-derivatives analysis

• Create and run report templates in one workspace — Start a saved template directly, browse ready-made templates, or build one from a guided example using typed or dictated instructions and attached files.

• Explore structured citation data — Open data-backed citations in Chat and Reports as a table, individual record, or raw JSON; search and sort records, compare them side by side, copy values, and download tabular results as CSV.
• Include report diagrams in Word and PDF — Export process flows, timelines, organization charts, and other diagram-based exhibits with your downloaded report.

• Bring listed-derivatives analysis into Reports — Reports can now incorporate CME futures curves, settlements, roll schedules, open interest, and options on futures, alongside U.S. listed-options chains, flow, volatility, and positioning.

• Research your meetings with Granola — Connect Granola to search meetings by topic, person, or company, get cited answers from your notes in Chat or scheduled research, and retrieve full transcripts when your Granola plan supports them.
• Track U.S. equities outside regular hours in Chat — Ask for current pre-market and after-hours prices, inspect minute-by-minute or hourly histories labeled by session, and chart overnight moves.

​

Personal Dictionary, derivatives workflow controls, continuous futures histories, and CSV exports

• Set your research methodology once — Create a personal Dictionary of definitions, formulas, aliases, and preferred wording from individual entries, pasted glossaries, or finance templates. The assistant applies them in Chat, Agent Studio, scheduled research, Deep Research, the research and writing stages of Reports, Grid planning, and Document Search.

• Export market and risk data to CSV — Download time-and-sales, volume-footprint, source-mix, intraday-volume, dark-pool, correlation, and holdings-risk datasets for further analysis in your own tools.

• Control derivatives data across AI workflows — Turn U.S. listed-options and CME futures data on or off independently for each Chat request, Agent Studio run, or recurring research task.

• Check option price freshness — Retrieve an option’s last trade with its timestamp, age, size, and the bid and ask recorded at that print when available, or compare freshness across up to eight contracts.
• Analyze option chains with contract Greeks — Ask for calculated implied volatility, delta, gamma, vega per volatility point, and theta per day alongside each contract, with missing or unsolved values labeled clearly.
• Research futures across contract rolls — Use continuous front-month histories with visible handovers: up to five years of raw daily data for long-term price context, or one year of ratio- or difference-adjusted daily data for return analysis.
• Analyze earnings reactions outside regular hours — Reports can now use pre-market and after-hours equity trades, separating the initial reaction from the next regular-session open and close.

​

Thesis Monitor, company credit, Expert Insights, and new futures and options data

• Monitor investment theses — Register a trade, company, event, or thematic thesis for review against new filings, transcripts, and news. Choose a review interval in Thesis Monitor or ask Chat for exact weekdays and local market times, then receive cited verdicts, evidence on both sides, decision prompts, and alerts when the case weakens.
• Analyze company credit in one workspace — Review issuer ratings and outlooks, credit-risk and CDS measures where available, debt structure, maturity and repayment schedules, and individual bonds, with searchable tables and exportable data.
• Research expert interviews in one workspace — Search more than 100,000 interviews by keyword, company, sector, ticker, and date, then read highlighted full transcripts, find passages, save them to a Data Room, or add them to Chat for analysis.

• Compare companies in a common currency — Switch Comps between each company’s reporting currency and USD-normalized figures so multi-company metrics can be compared on the same basis.
• Paste column lists into Grids — Copy two spreadsheet columns containing field names and research prompts, paste them into a Grid, review the parsed list, and add all valid columns in one step.
• Create deliverables from scheduled Grids — Use the AI Grid Prompt to analyze the completed workbook and attached files, add formulas or formatting, and email any resulting Word, Excel, or PowerPoint files with the original workbook.

• Let AI refine Document Search — Semantic searches can now rewrite the query and infer missing ticker, document-type, and date filters before searching, while showing exactly what changed and letting you turn refinement off.
• Use live financial data in custom Grid columns — Custom prompts can now combine each row’s documents with fundamentals, segments and KPIs, valuation, estimate revisions, credit, business relationships, supply-chain data, and seasonality.
• Build source-backed comparable-company analyses — Ask Chat to identify a cited peer set based on industry classifications and screen it for business-model fit, while generated Reports for covered U.S. listings can add peer-quartile and historical-valuation context plus FY1/FY2 estimate revisions.

• CME futures market data — Ask the assistant to search products, inspect contract curves and expiries, resolve front or deferred contracts under calendar, volume, or open-interest roll rules, and analyze contract-specific prices, settlements, cleared volume, and open interest.
• U.S. listed-options market data — Ask the assistant to research OPRA chains, expiries, strikes, contract history and trades, open interest and flow, then analyze gamma exposure, flip levels, max pain, volatility skew, unusual activity, net premium flow, and implied-volatility surfaces.

​

Saved Grids in Chat, Grid citation sources, and credit research workbooks

• Analyze saved Grids across AI workflows — Select up to 100 of your Grids in Chat, Agent Studio, or a recurring Chat automation so the assistant can analyze live columns and rows with citations.
• Inspect the evidence behind Grid citations — Open a Grid citation from an AI answer to review the cited rows, source documents, and Grid fields used to produce it.
• Control research sources across AI workflows — Turn external datasets, FactSet Revere, LSEG, S&P Global, MSCI ESG, and Carbon Arc on or off for each Chat request, Agent Studio run, or recurring Chat task.
• Create automations from Agent Studio — Ask an Agent Studio workspace to prepare a recurring Chat research, report, or Grid task, review the schedule and sources, then confirm it before creation.

• Build a corporate credit research workbook — Ask Chat to produce a bondholder-focused Excel model with restated historicals, guidance and driver-based forecasts, debt maturities and covenants, liquidity and funding needs, and leverage headroom against rating thresholds.
• Analyze linked investor-relations files — Share a direct public link to an investor-relations or statistical-agency Excel, CSV, or PDF file and the assistant can inspect it for analysis without requiring an upload.
• Compare portfolio blends and fund substitutions — Compare a client’s current mix with a proposed fund substitution under target-weight rebalancing and buy-and-hold assumptions, including return differences, volatility, maximum drawdown, and ending weights.
• Calculate fund return tables — Give the assistant dated return or price/NAV history to calculate since-inception, trailing one-, three-, and five-year, and calendar-year returns, with the exact dates and annualization basis behind each figure.

• Official fund and ETF documents — Search asset-manager factsheets, KIIDs, prospectuses, annual and semiannual reports, holdings files, and product pages in Document Search, then open the cited original with a preview or download.
• Finance podcast and video transcripts — Search finance podcast and video transcripts, open a cited episode with its full transcript, and select a timestamp to jump to that moment.

​

Automations in Chat, complete run histories, live service status, and new official data

• Create an automation from Chat — Ask the assistant to schedule recurring research, reports, or grids, or trigger research around earnings and investor-relations events. Review the setup in Chat and confirm it before the automation is saved.
• See service status without leaving the dashboard — Active outages, degraded service, and scheduled maintenance now appear in the dashboard with their timing, latest update, and details. A permanent System Status & Alerts link in Support makes the same information easy to find at any time.

• Preview sources in the appropriate format — Open Word, Excel, PowerPoint, Markdown, text, JSON, and OpenDocument files in an in-app viewer, with a direct link to the original when a preview is unavailable. Expert-interview transcripts include interview details, speakers, roles, and timestamps.

• Automation run history and exports — Review completed scheduled-research runs and their results in one place, then export the answer or preview and download its generated files.
• Choose sources for scheduled reports — Use a custom template and carry selected document types, Data Room folders, Financial Data, and Web Search choices into a recurring report. Review the source selection before the schedule is saved.
• Search the full report archive — Find reports across the complete archive and distinguish Initial, Concise, and Comprehensive versions by ticker, fiscal period, and completion time.
• Use expert interviews in scheduled research — Teams with access can include Third Bridge transcripts in recurring AI research, extending expert interviews to scheduled workflows.
• Start a new topic by text — Send /new to begin a fresh text-message thread whenever you want to change subjects.

• Date- and source-aware news research — Current-news research distinguishes publication dates from event dates, applies exact date windows, cross-checks major claims, and highlights the developments most likely to matter.

• European markets, regulation, and company data — Research can now draw on Bundesbank and Germany’s Destatis data, CBS Netherlands statistics, France’s SIRENE company register, EBA bank and payments registers, EIOPA insurance statistics, ESMA securities registers, and TED public tenders and awards.
• Healthcare and industry datasets — Added European medicine and shortage data, NHS prescribing trends, German vehicle registrations, Taiwan-listed companies’ monthly revenue, Pennsylvania gaming revenue, and Port of Los Angeles container traffic.
• Fund letters as a dedicated source — Search and filter fund letters in Document Search, reports, and research.

​

Split-screen research, a new sharing hub, presentation themes, and expanded data coverage

• Work side by side and save your layout — Open two dashboard tabs in a resizable split view, move a tab into a new window, and save the complete arrangement of tabs, groups, and splits as a named screen for later.

• Share research others can build on — Share grids, Data Rooms, reports, templates, conversations, and completed Agent Studio workspaces from one flow. The new Shared hub organizes incoming and outgoing work; recipients can copy a conversation or agent run and continue it, while owners can manage access, expiry, and viewing activity.
• Rebuilt presentation creation — Choose from 29 curated professional, editorial, modern, and dark themes, with a consultant-style theme selected by default. Presentation research and layout produce story-led widescreen decks with layouts designed for data-dense slides.

• Tailor how each report is built — Choose the document types, Data Room folders, Financial Data, and Web Search sources a report can use. Add editable Master Instructions to apply methodology, calculation, terminology, and formatting standards throughout the report.
• Sign in with an email code — Request a one-time code on the sign-in screen and enter it to access your account, without needing to follow an email link.
• Continue research by text — Continue the previous analysis, receive charts as images, and reply more to get the rest of a long answer.
• Import larger company lists — Import up to 300 companies, including share classes and international tickers.

• Continue from earlier research — In long Chat and Agent Studio threads, the assistant can reference earlier messages, sources, and citations, then turn that work into a presentation or document.
• Validated forecasting and backtesting — Run time-series and machine-learning forecasts, econometric tests, investment backtests, regime analysis, portfolio construction, and fixed-income or derivatives work with out-of-sample checks.
• Date-aware analyst research — See when each target and rating was published, separate historical targets from current consensus, and identify older research at a glance.
• Biotech milestone research — Verify trial results and readout timing against recent company sources, and focus milestone calendars on upcoming later-stage primary completions with estimated and actual dates clearly distinguished.

• Primary data for macro, company, and real-assets research — Research labor markets, housing, lending, public spending, ownership, trade, energy, infrastructure, transport, and operating signals through new primary datasets.
• Health and scientific research data — Research medicines, drug safety, prescribing, healthcare utilization, biomedical literature, grants, genetics, proteins, and clinical targets through new official datasets.
• EU law and scholarly research — Search EU legislation, in-force status, and amendment chains through EUR-Lex, and discover academic work by meaning, company, institution, access, recency, or citation count.
• Issuer and institutional company data — Analyze ratings history, debt and maturity schedules, individual bonds, index membership, sector operating metrics, pension funding, and executive or director compensation.

​

The assistant by text, a rebuilt Deep Research, ten new data sources, and on-demand portfolio risk

• Reach the assistant from your phone — Link your phone from the notifications panel — scan a QR code or connect by text — then text the assistant to ask a question, run a full agent or Deep Research task, or pull a report, and choose which of your Data Room folders and saved data tables it can draw on. Unlink any time.

• A rebuilt Deep Research — Deep Research now works like an analyst chasing a thread: it follows the leads it uncovers across several passes, keeps a working memory so it doesn’t repeat itself, and reads the full text of a web page before citing it. It also holds itself to stricter sourcing — load-bearing facts need two independent sources, a reported financial figure must come from the filing or release rather than a news story, disagreements between sources are surfaced instead of quietly resolved, and each conclusion carries a confidence level after a “what would disprove this?” check. You see the research plan before it runs, so you can steer a long job.

• A redesigned news experience — Refresh the news feed on demand, toggle between high-signal articles only and the full stream (with a count of what’s hidden), and see a clean image on every article card, with a reliable fallback when a source provides none — across the news page, your watchlist, and shared articles.
• Grids show their sources and update as a whole — Every grid cell now shows the data source and the period behind its value; you can apply auto-update to an entire grid at once instead of one ticker at a time; and importing a company list from a file is far more reliable, auto-detecting the ticker column and handling spreadsheet and quoted-field quirks.
• More you can do inside a Data Room document — Export any table to CSV or Excel, download your uploaded and Office or PDF documents, ask AI about a web-page document, and open a full view for previews that don’t render inline — with sharper PDF display and working download buttons on saved insight reports.

• Portfolio risk on demand — Ask the assistant to size up a portfolio in one step — volatility, weighted beta, average and peak correlation, diversification and concentration, and each position’s risk contribution — flag when a stock’s risk profile has broken from its own baseline, and screen for hedges and low-correlation diversifiers.
• Document Deep Dive stays on your documents — When you ask AI about your document-search results, the answer is now drawn only from those documents; outside web, financial-data, and connected sources are set aside so it stays grounded in exactly what you searched.

• Ten new public data sources — The assistant can now pull directly from ten new official and public datasets: IMF global macro data and forecasts, U.S. Treasury debt and auction data, U.S. patent filings, data on every U.S. bank (FDIC), CFTC Commitments-of-Traders futures positioning, U.S. energy statistics, European Central Bank data, Bank of Canada rates and FX, ClinicalTrials.gov trials and biotech pipelines, and a global economic-release calendar with consensus, prior, and actual figures. Statistics Canada and World Bank development data are now connected as well.

• Fewer failed loads across the dashboard — Data rooms, grids, analyst estimates, news, and other views now retry automatically after a brief network hiccup instead of showing an error or empty state, and your shared items and company profiles fall back gracefully rather than failing. Your Data Room list no longer clears on a momentary load error, and “select all” and “Ask AI” now cover every filtered document, not just the page you’re on.
• Clearer grid save and sharing behavior — A grid cell, column, row, or delete that fails now shows an error and keeps your input instead of silently reverting, a stuck AI edit no longer spins forever, shared grids open in the right view and respect read-only access, and exporting a grid whose name has special characters no longer fails.
• Document searches respect your dates — Filtering a company’s press releases, presentation decks, and event transcripts to a date range no longer returns documents from outside it, and the date quick-picks follow your local calendar.
• Reliable branded PowerPoint templates — Decks built on a branded template now always include their cover and section artwork, and a single missing image no longer fails the whole file.
• Charts in chat stay quick — Asking to see a chart in the conversation no longer kicks off an unnecessary Word document or a long research run.
• Automations finish instead of stalling — A scheduled or automated run that reaches a limit now continues once on its own and delivers a single complete answer, and recovers its result if a file fails to generate, instead of stopping half-done.
• Smoother answers and cleaner tabs — Long streamed answers render more smoothly without dropping the final line, a chat citation to a web or news article opens the original source directly, and switching between open tabs no longer lets a background tab intercept keystrokes or paint over your active view.

​

Skills you can target, build, and schedule — plus an assistant that knows the product and remembers you

• Target your skills to the task — Apply more than one skill to a single request, and choose exactly which skills run in Chat, in a research run, and in a scheduled task — instead of always running your full enabled set.
• Build and refine skills faster — New skills now come with a ready-to-run starter prompt and guided fill-in fields — companies and tickers, time periods, fiscal years, sectors, and free text — that drop straight into Chat; you can revise a saved skill just by describing the change in plain language; and you can dictate skill instructions by voice instead of typing.
• Clearer Document Search results — Each matching passage now shows its section number and heading and can be copied as a citation, and the search controls fold into a compact toolbar once you run a search so more results stay in view.
• Attach your documents to a scheduled task — Upload your own files to a scheduled AI chat or grid task and the assistant works directly from them on every run, with live upload progress before you save.
• A smoother automation setup — Set up a scheduled task faster, with a searchable time-zone picker, custom weekday scheduling, plain-English schedule summaries, and searchable pickers for the skills and sources each run should use.
• Instant mode for scheduled tasks — Run a recurring AI chat task in Instant, the fastest response mode, for quick scheduled lookups.

• Ask the assistant about AllMind — Ask how a feature works, what shipped in recent releases, or which data is available, and get answers drawn from AllMind’s own documentation, release notes, and data-source guides, with linked citations.
• The assistant remembers you — Ask what it has saved about you and review your long-term profile — your role, investment style, risk tolerance, tracked tickers, sectors of interest, and preferred output formats — across conversations, so its answers stay tailored to how you work.
• Sharper answers across multiple companies — Ask about several companies at once in earnings, analyst-coverage, or broker-research questions and get a clear per-company breakdown plus a side-by-side comparison, instead of an answer that narrows to the first name.
• Market-aware quotes — Stock, index, and commodity quotes now carry an as-of time in both Eastern and UTC and note whether the U.S. market is open or closed, so an intraday price is never shown as a closing or settled value.
• New ready-made skills — Added ready-to-use skills for prediction-market probabilities, historical post-earnings stock reactions, an earnings calendar, and analyst estimates and revisions.

• Reliable Word, Excel, and PowerPoint files — When you ask for a document, the tools needed to build it now always load — including in the faster answer modes — and a request that doesn’t actually produce the file is correctly marked as failed instead of reporting success.
• Cleaner formatting in answers, grids, and shared items — Tildes in financial and scientific notation no longer appear as struck-through text, numbered lists keep their order while an answer streams in, and tables, checklists, and links now render properly inside grid cells, the competitor matrix, and shared items.
• Pop-ups stay in front — Dialogs, menus, and side panels now appear in front of the navigation instead of being partly hidden behind it.
• Your question shows when you use a skill — Applying a skill now shows your actual question in the conversation and in any PDF or email export, instead of the behind-the-scenes skill instructions.
• Cleaner news in chat — Adding a market-news summary to chat no longer pastes in a large block of unreadable audio data.
• Steadier skill on/off toggle — Turning a skill on or off no longer also opens its details, and switching it quickly now behaves reliably.

​

A dedicated Skills section, faster answers, and expert-interview transcripts

• Skills — A dedicated Skills section where you can browse and search the library, build your own reusable skill from a research workflow and starter prompt, and launch any skill on demand in Chat. The ready-made set also grows with new deal and private-markets playbooks — buyer lists, quality-of-earnings, merger and IPO models, credit screens, and diligence trackers.

• Search across your full chat history — Searching your past conversations now matches the full text of each chat, not just titles, and shows highlighted snippets so you can jump back to the right thread fast.
• M&A activity rolled up to the ultimate parent — View a company’s deal activity rolled up across its subsidiaries to the ultimate parent, with clearer acquirer and target detail.
• Clearer earnings reports — In generated earnings reports, GAAP, adjusted (non-GAAP), and consensus EPS are now separated and labeled on the correct basis, so every figure reads unambiguously.

• Very Quick mode — A new fastest-answer mode in Chat for instant, to-the-point responses, alongside Quick, Agent, and Deep Research.
• One-click prompt Improve — Turn a rough question into a polished, well-scoped prompt with a single click before you send it.

• Expert interview transcripts (rolling out) — Search and read Third Bridge expert-interview transcripts alongside your research, and ask the assistant about them with citations back to the source. This is rolling out gradually to teams.

• No duplicate alert emails — Fixed scheduled report and grid automations that could occasionally send the same alert email more than once.
• Reliable delivery of long reports — Longer scheduled reports now finish and arrive by email reliably, and a delivery that fails now shows an accurate failed status instead of appearing successful.
• Cleaner report output — Fixed reports that could show filing or table boilerplate in place of the company name, display a literal chart placeholder instead of the chart, or mislabel totals on earnings bridge charts.
• Forward guidance preserved — Fixed earnings reports that could rewrite full-year or forward guidance to match the latest quarter; guidance now appears exactly as reported.
• Accurate filings for cross-listed companies — Fixed a case where pulling filings for Canadian or other cross-listed tickers could surface a different company’s documents.
• Uploaded documents appear right away — Fixed a delay where a newly uploaded document could be missing from search results for a short time after upload.

​

Smarter Document Search, text-message alerts, and follow-ups that keep your files

• Text-message alerts — Opt in to receive your most important alerts by text — market and price moves, account and security notices, and a heads-up when a scheduled run fails — so you stay informed away from your screen. Reply STOP to unsubscribe or HELP for help at any time.

• More powerful Document Search — Filter any search to a specific time window — this month, year-to-date, the trailing twelve months, or a custom range — across every source, from news and filings to transcripts, press releases, research, and your Data Room. Choose how you search with four modes — Keyword, Semantic, Ask AI, and Deep Dive — and load more results when you want to dig deeper.
• Document types in Grids — Grids now label each source by type — earnings transcripts, SEC and SEDAR filings, press releases, and investor-relations events — and let you choose which document types feed each company.
• Citations that link to the source — Citations in generated reports now open the underlying document directly — the filing, transcript, or press release behind the number — instead of showing an unlinked reference.
• Search and filter your agent runs — In Agent Studio, search across your past runs and filter them by workspace to find earlier work faster.
• Teach AllMind your templates in the background — Teaching AllMind one of your own report templates now runs as a background task with live progress, so you can keep working while it learns.
• Completion notices for manual runs — Running or test-running an automation by hand now drops a completion notice in your inbox when it finishes, just like a scheduled run.

• Follow-ups remember your files — When you ask a follow-up question, AllMind now keeps the files already in the conversation — including ones it just produced, such as a PowerPoint, Word, or Excel file — so you can refine or build on them without attaching anything again.

• Upcoming triggers appear instantly — After you create or edit an event-based automation, its next upcoming trigger now shows up right away instead of briefly reading “no upcoming triggers.”
• More reliable notifications — Clicking a browser notification now reliably opens the right page, and out-of-date notification registrations are cleaned up automatically so your alerts keep arriving.

​

Agent workspaces, a notification center, and scheduled AI research

• Agent workspaces — Run several research agents at once in a dedicated workspace, follow each run live as it works, and pick up your runs and history from any device.
• Notification center — A new in-app inbox tells you the moment a scheduled task, report, grid, or research run finishes — or someone shares work with you — with unread badges, one-tap mark-as-read, and optional browser push alerts.
• Scheduled AI research — Set an AI research task to run on a schedule — a quick answer, a full agent run, or deep research — drawing on the sources you choose and delivered to you as a finished PDF or Word document.

• A refreshed interface — A cleaner, faster design across the company and equities pages, Chat, the navigation sidebar, and news.

• More accurate earnings figures — Earnings reports now cross-check more reported figures — adjusted EPS, EBIT, and marketing and selling costs — against the company’s official filings to catch and correct misstatements, and no longer treat broker notes written before the results as support for post-earnings conclusions.

• Reliable multi-company reports — Reports built from multi-company and sector templates now research the right companies, and a single slow section no longer fails the whole report.
• Earnings-reaction and commodity data restored — Earnings-reaction analysis works again — with per-quarter EPS and revenue surprises alongside the one-day and one-week price moves — and live commodity prices for gold, oil, natural gas, and copper are back.
• Large research answers no longer cut off — Very large responses with big tables or long output now come through complete.
• Automations no longer get stuck — A scheduled task that could previously hang in a running state and stop firing now recovers on its own.

​

Voice in Chat, sharper research, and ETF coverage

• Voice dictation in Chat — Speak your question instead of typing it: tap the microphone in Chat and your words are transcribed into the message box in real time, ready to refine and send.

• Export reports to Word — A finished research report can now be downloaded as an editable Word document, not just a PDF, with its citations and formatting intact — so you can revise it directly in your own work.
• Deep research survives a dropped connection — A long research run no longer breaks if your network briefly drops; it keeps working in the background and picks up right where it left off when you return, so you never lose the answer.

• More thorough, more accurate reports — Research reports now back far more of their content with in-line citations and leave fewer sections lightly sourced, pull fresher figures from broker research and earnings calls, and correct how key return and profitability measures are calculated.
• More analytical tools in research — When building its analysis, the assistant can now run correlation and risk comparisons between securities and against the market, weigh relative performance and seasonality, and draw on a wider set of economic data.

• ETF and index coverage — Look up detailed ETF data — fund profile (expense ratio, assets under management, net asset value, sector exposure), full holdings, and country weightings — and have the assistant track ETFs and the constituents of an index.

• Reports that could fail to generate — Fixed an issue where a research report could occasionally fail partway through because an underlying data source was temporarily unavailable.
• News analysis — Resolved issues that could affect the quality and reliability of news analysis.
• Dashboard flicker — Fixed a full-page flicker that could appear when moving between dashboard pages, and trimmed background refreshes for a steadier, smoother experience.

​

Market-wide M&A activity, deeper research data, and sharper citations

• M&A Activity — M&A is now its own top-level section with a market-wide feed of the latest deals — filter by timeframe, status, and deal size, and search any company’s full deal history as buyer or target — plus a new M&A panel on your home dashboard for deals at a glance.
• Document search — Switching between search styles when researching filings and documents now keeps your query and current results in place instead of clearing them, so you can re-run the same search a different way without retyping.

• More accurate citations — When the assistant reports a figure such as revenue, EPS, or margin, it now cites the primary source — a company’s own press release, earnings presentation, or filing — rather than second-hand coverage, backs each distinct fact with its own source, and no longer shows stray citation markers that don’t link anywhere.

• M&A deal data in research — Ask the assistant about any company’s M&A history — completed, pending, withdrawn, even rumored deals — with deal value, the stake acquired, cash-versus-stock terms, the acquirer and target, the advisors on each side, and a scan of the latest deals across the market.
• Supply-chain coverage in research — Ask the assistant to map a company’s suppliers, customers, competitors, and partners — joint ventures, distribution, licensing, manufacturing, R&D alliances, and equity stakes — including customer-concentration detail and side-by-side peer comparison.

• M&A deal filters — Fixed an issue where filtering M&A deals by more than one status at once (for example completed, pending, and withdrawn together) returned no results.
• Presentation generation — Fixed an error that could stop a presentation from generating when a specific slide layout was requested; presentations now generate reliably whichever layout you choose.

​

Supply-chain networks, M&A activity, and a much bigger AI research toolkit

• Supply Chain — Map any company’s customers, suppliers, and partners in an interactive relationship network, then drill into each connection in a sortable table — straight from the company’s profile.
• M&A Activity — Follow a company’s mergers and acquisitions in one place: deals where it was the target or the acquiror, the advisors behind them, and how deal activity has trended year over year.

• New analyst skill library — Ask the assistant to run full professional analyses end to end — DCF and LBO models, trading comps, due diligence, investment memos and pitch books, sector deep-dives (banks, biotech, energy, semiconductors, REITs, insurance, and more), and scenario, stress, and Monte-Carlo work — powered by a large new library of built-in research skills you can browse and apply.

• Deeper analyst coverage — Company estimates now carry richer analyst consensus ratings, price targets, and recent firm rating revisions, so you can see how sell-side conviction is shifting at a glance.

• Document search — Fixed distracting loading spinners and pop-ups that could appear when searching for text inside filings and documents.

​

Performer screening grids, file-aware Chat, and faster news

• Performer screening grid templates — New Top Performers and Bottom Performers checklist templates let you score and rank a basket of stocks in a single grid, with ready-made columns for valuation, analyst coverage, relative performance, seasonality, estimate revisions, insider and institutional activity, and dividend and debt trends.
• Files and images in Chat — Attach documents and images directly to a chat and ask questions about them in your conversation.

• More grid templates — Added new dividend and fundamentals column templates and refined the grid-building experience, so more analyses are one click away.
• Improved document search — A redesigned search panel with sharper keyword highlighting and in-line PDF viewing makes it faster to find the exact passage inside your documents.

• Deeper, faster news — More thorough and quicker news search, plus one-step recent-news recaps for any company.

• Reliable cells on large grids — Cells in very large grids no longer come back blank under load and now fill reliably.
• Cells from transcripts and filings — Fixed grid cells that draw on earnings-call transcripts and filings occasionally returning blank; they now populate.
• Charts and exports — Resolved issues with chart generation and exporting reports to documents.
• Events, saved items, and logos — Fixed display problems affecting live events, saved items, and company logos, along with general session stability.

​

A major company-financials upgrade — plus cloud sources for grids, steadier automations, and cleaner reports

• Standardized and as-reported financials — Switch any company’s income statement, balance sheet, and cash flow between a standardized view that lines up comparably across companies and the company’s own figures exactly as filed — both in the data viewer and when you ask the assistant.
• Adjusted (non-GAAP) metrics — A new Adjusted Metrics tab brings a company’s management-defined figures — adjusted revenue, EBITDA, EPS, FFO, and more — alongside the core statements, and the assistant can pull them on request.
• Add grid documents from your cloud — Attach source documents to a grid straight from Google Drive, OneDrive / SharePoint, Gmail, and Outlook, in addition to uploading from your computer.

• Redesigned financial charts — Chart any financial line item or business segment with switchable bar, stacked-bar, line, and area views, on-chart CAGR and total-change stats, and one-click export to a branded image.
• More complete earnings calendar — Scheduled events now surface even when they are filed under a company’s other share class or a cross-listing, so dual-class and cross-listed names no longer slip through.
• Larger event automations — Track up to 200 companies in a single event-triggered automation, raised from 15.
• Clearer automation status — An active event automation now tells you when no matching event is scheduled in the next 90 days, with a one-click option to run a one-off report instead.

• Steadier long research sessions — The assistant now holds much more of a long, multi-step research task in active memory, so it stays on track through complex work instead of losing its place and repeating earlier steps.

• Faster, more accurate financials — Financial statements, ratios, valuation multiples, and segment detail across the platform now draw on a faster, more accurate data source.
• Operating KPIs and segment breakdowns — Pull a company’s key operating metrics — subscriber counts, assets under management, store counts, and other published KPIs — alongside revenue, EBIT, EBITDA, and gross profit broken out by business line and geography.

• Correct quarter-by-quarter financials — Quarterly statements, ratios, and segment breakdowns now show each quarter in its own column instead of merging quarters of the same fiscal year, so quarter-over-quarter trends read correctly.
• Truer technical-indicator charts — Technical indicators no longer drop valid zero readings or plot missing data as a misleading zero, and multi-line indicators now show partial data while still warming up.
• More reliable multi-company automations — Automations that watch several companies at once no longer occasionally drop pending alerts.
• Cleaner finished reports — Generated reports no longer show stray calculation code, scratchpad notes, or placeholder charts, and they reliably keep their real charts and diagrams through the quality-review pass.
• Reliable final answers — Fixed a case where the assistant could finish its work but occasionally fail to deliver its written answer.

​

Data Rooms, Chat, and Agent Studio

• Data Rooms — Bring a set of files, filings, or transcripts together and ask questions across all of them, with citations.
• Chat — Ask a research question and get a fast, cited answer to shape your next step.
• Agent Studio — Turn a repeatable research process into an agent that runs on its own.