Use tools for document analysis

These tools help you analyze, summarize, compare, and generate insights from written content like earnings reports, news articles, or market commentaries.

1. Write commentary

What it is: The Write commentary tool generates in-depth written analysis or commentary on market topics.

What it’s for: When you want a structured article, summary, or report on trends, sectors, or portfolios.

Example: “Write a commentary on how AI is affecting the tech sector.”

Key features:

• Must be paired with Get commentary inputs

• Supports both technical and simple styles

• Offers long-form, short-form, or bullet output

• Ideal for articles, client reports, or market memos

2. Get commentary inputs

What it is: The Get commentary inputs tool prepares data for commentary writing.

What it’s for: When you need to gather relevant stats, themes, and context before drafting commentary.

Example: “Prepare to write a commentary on recent tech sector performance.”

Key features:

• Collects themes, stock highlights, and macro trends

• Can focus on sectors, indices, companies, or portfolios

• Supports flexible time ranges

• Required before using Write Commentary

3. Idea brainstorm

What it is: The Idea brainstorm tool identifies themes or patterns from text data.

What it’s for: When you want to extract insights, trends, or recurring topics.

Example: “What are the key themes in recent quarterly reports for tech companies?”

Key features:

• Outputs trends, events, or policy ideas

• Supports evidence-backed insights

• Great for idea generation and thematic research

4. Get date range

What it is: The Get date range tool converts natural language into a formatted date range.

What it’s for: When you need a properly structured time period for analysis tools.

Example: “Look at performance over the last six months.”

Key features:

• Handles phrases like “last quarter” or “past year”

• Used with tools that need time-specific data

5. Get date range start

What it is: The Get date range start tool generates a date range that captures only the beginning of another range.

What it’s for: When you need the opening date for historical comparisons.

Example: “Find the value at the beginning of this quarter.”

Key features:

• Returns a single-date range

• Useful for snapshots and starting-point values

6. Summarize text

What it is: The Summarize text tool creates a concise summary from large volumes of text.

What it’s for: When you need to simplify complex documents like earnings calls or filings.

Example: “Summarize the key points from these earnings calls.”

Key features:

• Can focus on specific topics or stocks

• Handles long text inputs

• Useful for condensing news, transcripts, or articles

7. Summarize text per stock

What it is: The Summarize text per stock tool produces summaries of information for each stock in a list.

What it’s for: When you want individual summaries by stock.

Example: “Summarize recent news for each stock in my portfolio.”

Key features:

• One summary per stock

• Helps compare across companies

• Outputs as a column in a stock table

8. Summarize text per idea

What it is: The Summarize text per idea tool generates summaries for each idea or theme in a list.

What it’s for: When you want insights tied to individual themes.

Example: “For each macroeconomic trend, summarize how it affects tech stocks.”

Key features:

• Summarizes each brainstormed idea

• Uses templates with the word “IDEA” as a placeholder

• Great for idea validation or explanation

9. Summarize text per stock group

What it is: The Summarize text per stock group tool summarizes text by stock groupings like sectors or industries.

What it’s for: When you want high-level summaries by category.

Example: “Summarize recent performance for each sector in the S&P 500.”

Key features:

• Uses "STOCK_TYPE" as a placeholder in the topic template

• Outputs summaries per group in a table column

• Ideal for sector- or industry-level analysis

10. Compare texts

What it is: The Compare texts tool analyzes similarities and differences between two sets of documents.

What it’s for: When you want to compare time periods, companies, or report versions.

Example: “Compare this quarter's earnings call with last quarter's for Microsoft.”

Key features:

• Highlights differences and shared content

• Can include extra context for deeper analysis

• Useful for before-and-after or side-by-side evaluations

11. Answer question with text data

What it is: The Answer question with text data tool finds specific answers from a body of text.

What it’s for: When you need to extract factual, targeted information from documents.

Example: “What countries does Coca-Cola operate in according to their latest annual report?”

Key features:

• Pinpoints precise answers, not just summaries

• Ideal for fact-based questions

• Uses relevance filtering to locate answers

• More accurate for detail-focused queries than summarization