Use the “Get custom documents by topic” tool

The Get custom documents by topic tool searches your uploaded documents for a specific topic, regardless of stock linkage.

What it’s for: When you want to retrieve your research on a general subject like sustainability or blockchain.

Example: "Find my uploaded documents about renewable energy."

Key features:

• Retrieves summaries of custom docs by topic

• Searches thematically, not by stock

• Ideal when subject focus is broader than specific companies

• Requires topic tagging or clear topic mention