Changelog

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Screener, legal document workflows, thesis review handoffs, and global procurement research

• Build company screens in the Screener workspace — Open Screener to build fundamental or reported segment and KPI screens, refine filters, and inspect matching companies and industry groups. You can now develop a company shortlist interactively for peer selection and investment research.
• Follow news and research by RSS — Subscribe to AllMind’s public news and research feeds in your preferred reader, and browse research by topic or author. Follow new publications and find related analysis without checking each page individually.

• Hand off a complete Thesis Monitor review — Export a full review with its configuration, decisions and evidence, then manually import revised Word, Markdown or text notes after editing. Thesis text and notes now each support 80,000 characters, and watch rules increase from 8 to 64, giving teams room to collaborate on detailed investment cases.
• Screen current S&P index constituents — Ask the assistant to start a screen from current constituents of supported S&P indexes, including the S&P 500, MidCap 400 and SmallCap 600. Build a benchmark-based shortlist and review any constituents that could not be matched.

• Turn legal documents into diligence deliverables — Choose from 15 Legal Workflows in Skills to review agreements, compare terms, extract credit or change-of-control provisions, and prepare issues lists or closing checklists. Attach the documents and required context to produce structured findings, Word documents or Excel tables for transaction and portfolio review.
• Build custom models from library workbooks — Ask Chat to use covered model-library and earnings-history workbooks as inputs to a separate, editable Excel model with formulas and your own scenarios. Reuse available company history for a tailored analysis while preserving the original licensed workbook; existing data entitlements apply.
• Bring structured credit analysis into Reports — Generate credit-focused Reports using issuer ratings, bonds, facilities, debt structure and maturity schedules where coverage and access permit. Bring the capital structure and supporting evidence into one deliverable for refinancing, liquidity and bondholder research.
• Track consensus changes in Reports — Add current recommendation, price-target and long-term-growth distributions, plus up to 420 days of weekly consensus revisions, to Reports. Explain changes in the Street’s view alongside company analysis, distinguishing changes in analyst coverage from shifts in consensus.
• Research more company and market data in Claude — Use the AllMind connection in Claude to query supported issuer credit, listed options, executive compensation, supply-chain relationships, M&A activity, ETF holdings, index constituents and ESG ratings. Analyze company exposure and market risk alongside macroeconomic, regulatory, healthcare and industry datasets in an existing Claude workflow, subject to data coverage and entitlements.

• Research U.S. procurement opportunities before award — Ask the assistant to combine federal contract notices and exclusions, grant opportunities, DHS procurement forecasts and GSA labor-rate ceilings. Assess upcoming public-sector opportunities and benchmark proposed labor costs, with forecasts and ceilings kept distinct from awards and realized prices.
• Trace U.S. federal contracts after award — Ask the assistant to inspect award details, modifications, related task orders, subawards and approaching expirations. Follow a contract beyond its headline value to assess supplier exposure and renewal opportunities; reductions in obligations alone do not establish cancellation or lost revenue.
• Research defense awards, proposed sales and protests — Use the assistant to research DoD contract announcements, proposed foreign military sales and public GAO bid-protest decisions. Connect award and dispute evidence to defense-company diligence while keeping proposed sales ceilings distinct from completed sales.
• Compare defense funding by program — Ask the assistant to compare actual, enacted and requested U.S. defense funding, procurement quantities and program changes. Assess budget priorities and potential supplier exposure with requests clearly distinguished from appropriated funding.
• Follow Canadian awards and amendments — Research CanadaBuys awards, federal amendments and standing offers alongside selected Quebec, Toronto and Alberta procurement records with the assistant. Trace public-sector counterparties and contract changes across federal and selected provincial or local sources; standing offers do not establish orders.
• Research U.K. tenders and awards — Ask the assistant to search Contracts Finder, Find a Tender and Public Contracts Scotland by buyer, supplier, procurement category, stage, date or value. Compare a supplier’s opportunities and awards across these services for public-sector exposure research.
• Compare Australian, Japanese and Singaporean awards — Use the assistant to compare Australian and Japanese public-contract awards with Singapore’s FY2021–2025 award history, ending March 31, 2026. Investigate suppliers across these markets with the historical Singapore coverage clearly separated from current opportunities.
• Research development-bank contract awards — Ask the assistant to search signed World Bank and Inter-American Development Bank awards, plus IDB procurement notices. Connect financed projects with awarded suppliers and investigate IDB opportunities alongside award history.
• Research selected U.S. state and local contracts — Use the assistant to inspect selected state and local contracts, solicitations, bid results and spending records, including New York City contract details. Assess public-sector exposure beyond federal awards while distinguishing contract ceilings, reported sales and cash payments.
• Investigate contract recipients’ listed parents — Ask the assistant to combine government recipient hierarchies, subsidiary disclosures and public company identifiers to propose listed-parent matches with supporting evidence. Connect a contract recipient to potential portfolio exposure while reviewing ambiguous matches before attributing the award.
• Inspect historical DOGE cancellation claims — Search historical claims about contract, grant and lease cancellations with the assistant, covering January 21 through October 3, 2025. Review the dated source claims for public-sector exposure research, with reported savings treated as unverified claims.
• Read court opinions and check legal citations — With CourtListener access enabled, ask the assistant to retrieve opinion text, find specific passages and verify legal citations. Check litigation evidence against the relevant majority, concurring or dissenting opinion for company diligence.

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Prebuilt financial models, actuals and guidance analysis, consensus intelligence, and global filing workflows

• Start with a populated financial model — Search a library of about 2,600 covered companies and, where available, download a full three-statement Excel model with actuals and forecasts, a management-guidance history, or an earnings-and-historicals workbook with live formulas. Download one workbook or the full bundle to begin earnings prep, valuation work, or a model update without rebuilding the history from filings.
• Use AllMind in Claude — Connect Claude to your organization’s market data, research, and workspace, with the requested permissions shown before authorization. You can run AllMind research from an existing Claude workflow instead of moving the question and source material between applications.

• Use global filings throughout the research workflow — Find international filings and investor-relations releases, slides, and transcripts in Document Search, save them to a Data Room, restrict a Report to those sources, or build an automatically updating Grid across U.S., Canadian, and international companies. A cross-market portfolio or peer set can now use the same source collection from discovery through recurring monitoring.
• Select international companies without ticker ambiguity — Company pages, Reports, Grids, automations, and Events now recognize exchange-qualified international listings, including companies with no North American listing. You can work across regions while distinguishing companies that share the same ticker on different exchanges.
• Plan around a worldwide earnings and IR calendar — Filter events across North America, Europe, EMEA, APAC, LATAM, and global or macro views, then narrow by pre-market, market-hours, or after-hours sessions. This creates one calendar for cross-border earnings prep, investor days, and event-driven research.
• Search and extract long Chat attachments — Chat now keeps smaller or recent documents available directly and uses targeted retrieval when a long PDF or source pack would exceed the conversation budget. Annual reports, management discussion, and other large diligence files remain researchable instead of simply failing as the document set grows.

• Analyze actuals, guidance, KPIs, and segments — Ask the assistant for reported and adjusted actuals, management guidance and guidance history, or company-defined measures such as backlog, customers, billings, and segment revenue. This unlocks guidance-versus-actual reviews, calendarized peer comparisons, earnings updates, and model work from one consistent set of company operating data.
• Measure earnings surprises against consensus — Compare reported results with the prevailing consensus for EPS, revenue, EBITDA, and other financial measures, then review beat-or-miss history, rates, and streaks. Use it to separate a one-off surprise from a recurring pattern and move from pre-earnings expectations to a sourced post-print update.
• Build fundamental company screens with the assistant — Filter and rank roughly 11,900 listed companies across the United States, Canada, and Europe by valuation, profitability, growth, leverage, and size. This turns a broad investment idea into a prioritized regional universe or defensible peer candidate list.
• Screen reported segments and operating KPIs — Find covered companies using the exact segment or company-defined metrics they report, such as backlog, billings, subscribers, or regional revenue. This unlocks operating-driver screens that cannot be built from standardized financial statements alone.
• Benchmark sectors and industries — Compare valuation distributions and price returns across sectors, industries, and sub-industries, then position a company against the group. The assistant can now ground peer selection and relative-value work in the full distribution rather than a handful of manually chosen names.
• Edit a downloaded model in Chat — Ask the assistant to change named cells or formulas in a covered prebuilt model while preserving its existing formulas, formatting, and workbook structure. You can apply house assumptions or update a scenario without rebuilding the licensed workbook or treating an arbitrary uploaded spreadsheet as a supported template.
• Screen filing activity by date — Ask who filed or reported on a given day or date range across U.S., Canadian, and international markets, then open and cite the relevant disclosures. This supports event-driven monitoring without checking each issuer or filing system separately.
• Prioritize authoritative web research — Web research now distinguishes issuer disclosures from curated publishers, prioritizes those sources, and flags unverified domains for corroboration. The result is a faster path from an open-web claim to evidence suitable for an investment memo or diligence record.

• Trace 420 days of consensus revisions — Review weekly changes in recommendation mix, analyst coverage, mean rating, and price targets, including coverage additions and drops, upgrades, and downgrades. Add the full history to Chat or a Data Room to spot a Street inflection, prepare for earnings, or preserve the evidence behind an investment-committee view.

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European credit, international filings and investor relations, and cross-border company relationships

• Extend credit work to European issuers — Research debt structure, repayment schedules, and individual bonds for covered European companies alongside North American issuers. This unlocks cross-border capital-structure reviews and credit peer work in the same company workspace.

• Search international primary disclosures — Search and cite annual and interim reports, earnings releases, current disclosures, and registration documents across covered European markets. Analysts can now build a sourced international company or sector view without switching among national filing portals.
• Research global earnings and investor-relations events — Search issuer press releases, investor presentations, earnings material, and transcripts from results calls, investor days, and capital-markets events. This brings the narrative, deck, and spoken discussion for an international event into one cited diligence workflow.
• Research global policy events alongside companies — Search transcripts and releases from central banks, regulators, and governments together with issuer materials. This makes it possible to connect a policy decision directly to the companies, industries, and markets affected in one cited research workflow.
• Map company relationships across international listings — Supplier, customer, partner, and competitor relationships now resolve across a substantially larger global company and exchange universe. Cross-border supply-chain screens and peer maps can include international listings that previously failed to match reliably.

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An 18-market research footprint, Granola meeting intelligence, a redesigned Reports workspace, 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. This turns a successful report into a repeatable team workflow instead of a one-off prompt.

• Explore and reuse the data behind a citation — Open structured citations in Chat and Reports as a table, individual record, or raw data; search and sort records, compare them side by side, copy values, and download tabular results as CSV. You can audit a conclusion and carry its underlying data into a model without rerunning the research.
• Keep diagrams in downloaded reports — Process flows, timelines, organization charts, and other diagram-based exhibits now remain in Word and PDF exports. A report can move directly into review or an investment-committee pack without rebuilding its visual explanation.
• Analyze larger multi-document packs in Chat — Chat can now work with substantially longer source context, keeping broader diligence packs and longer filings available within one research thread. You can analyze more of the source set together before context limits require a narrower search.

• 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. This lets a cash-market thesis and its hedge, roll, or event-risk analysis live in the same deliverable.

• Research across 18 North American and European markets — Company, exchange, filing, macro, policy, and public-record coverage now spans the United States, Canada, the United Kingdom, and 15 additional European markets. This expands company and thematic research beyond a North American-only universe, with availability depending on dataset and entitlement.
• 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. Meeting intelligence can now be checked against filings and market data without manually copying notes into a research prompt.
• 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. This separates the immediate earnings reaction from the next regular-session move instead of collapsing both into one daily return.

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Personal research methodology, reusable Data Room tables, derivatives controls, and continuous futures histories

• 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 same house definition of a KPI, valuation measure, or company alias now follows you through Chat, Agent Studio, scheduled research, Reports, Grid planning, and Document Search without being restated in every prompt.

• Save structured market and company tables to a Data Room — Preserve a snapshot of the current financial statements, peer and comps tables, ESG data, estimates, earnings surprises, price targets, analyst rating changes, or dark-pool results. Bring the exact saved table into a later Chat or Report instead of exporting, re-uploading, or losing the state behind a conclusion.
• 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. This provides an auditable handoff from AllMind research to a spreadsheet, risk system, or internal model.

• 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. You can keep a fundamental workflow focused or deliberately add hedge, volatility, and positioning context without rewriting the research instructions.

• 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. This keeps an event or hedge analysis from treating a stale print as a current executable price.
• Analyze option chains with contract Greeks — Ask for implied volatility, delta, gamma, vega per volatility point, and theta per day alongside each contract, with missing or unsolved values labeled clearly. Contracts can now be compared by risk exposure rather than price alone.
• Research CME 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. This supports cleaner trend, correlation, and backtest work without manually stitching contracts together.
• 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. This reveals whether an overnight move held, reversed, or strengthened once regular liquidity returned.

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Thesis Monitor, cited thesis exports, company credit, Expert Insights, and institutional derivatives 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—turning a static memo into an ongoing review process.
• 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 in searchable, exportable tables. This replaces a fragmented ratings, debt, and bond lookup with one capital-structure workflow.
• Research expert interviews in one workspace — For customers with Expert Insights access, 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. Expert evidence can now move directly into diligence, a report, or a cited answer instead of remaining in a separate transcript search.

• Export a cited thesis review — Download a completed Thesis Monitor review as PDF, Word, or Markdown with its source links preserved. A live monitoring result can now become a shareable investment memo or review record without rebuilding the evidence by hand.
• 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. Cross-border peers no longer require a separate currency-normalization step before ranking or valuation analysis.
• 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. Existing diligence templates can be turned into a repeatable research Grid without recreating each question manually.
• 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. A recurring data refresh can now finish as a distribution-ready research pack, not just an updated table.

• 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. Broad questions become reviewable searches without requiring users to know every filter in advance.
• 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. A Grid can test the same investment question across a universe with both narrative evidence and current structured data.
• 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 forward estimate revisions. The peer set, valuation context, and supporting evidence can be built as one workflow instead of three disconnected tasks.

• 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 prices, settlements, cleared volume, and open interest. This unlocks curve, roll, positioning, and macro-hedge work inside the same research process as the underlying thesis.
• U.S. listed-options market data — Ask the assistant to research 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. Users can move from an equity view to event pricing, positioning, or hedge design without sourcing a separate options dataset.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.