COVERAGE/01 OF 05
Material facts
Material facts organized by issuer, date, and topic, with automated curation and grouping by impact, based on filings with the local regulator. The assistant returns the prioritized list, with date, issuer and a summary of the disclosure, so the analyst understands in seconds what moved the theses.
Regulator filingsImpact levelBy issuerCurated summary
COVERAGE/02 OF 05
Earnings calendar
Consolidated view of earnings season, day by day. The agent knows who reports today, tomorrow and through the week, anticipates releases that matter for the portfolio, and returns the calendar organized by company, sector or time window.
Earnings seasonPre / post-marketBy sector
COVERAGE/03 OF 05
Sector sentiment
Sentiment aggregated by sector based on the news flow, material facts and earnings releases. Comparative bars show which sectors carry a positive, neutral or negative narrative, helping to capture the macro direction before the market prices it in.
Positive / neutral / negativeBy sectorRolling window
ROUTINES/04 OF 05
Daily market briefing
Automated routine scheduled to fire before the open (e.g., 6:30 AM) and deliver the briefing ready in the team's inbox: the day's agenda, material facts, macro signals and what to expect from the portfolio's companies. No need to wake up and ask.
Daily schedulePre-marketHouse portfolio
ROUTINES/05 OF 05
Earnings analysis
Can help read releases and related data, cross-referencing different information sources, including market expectations, and organize the relevant points for analysis: revenue, margins, surprises, comparatives, and the points worth a closer look.
Release vs. guidancePeer comparisonSurprises & outliers