Terminal X
AI-driven financial research for instant, accurate investment insights.
Terminal X Overview
Terminal X is a superintelligent investment agent designed to streamline financial research workflows for finance professionals. It executes multi-step investment research processes in seconds, delivering exhaustive, audit-ready insights from over 100,000+ sources including public and private research, filings, news, and social media. The platform is purpose-built for investment analysts, portfolio managers, and other finance professionals who need comprehensive data synthesis to build investment theses. By centralizing data retrieval and analysis, Terminal X eliminates hours of manual searching across multiple research portals and third-party providers, allowing professionals to focus on making quality decisions.
Terminal X Screenshot
Terminal X Official screenshot of the tool interface
Terminal X Core Features
Live Indexing Data
Terminal X provides real-time search results from an extensive universe of 100,000+ sources including private research, SEC filings, broker reports, news, and social media. The platform continuously indexes both public and private content to ensure analysts have access to the most current market information without the need to browse multiple research portals.
Agentic Workflow
The platform operates with an AI agent specifically designed to think and search like an investment analyst. It features specialized pipelines for financial tasks including earnings analysis, call transcripts review, deal memo creation, and financial modeling. This custom-built approach ensures the output matches the exact needs of finance professionals.
Contextual Data Synthesis
Terminal X doesn't just provide answers - it delivers the complete set of connected information that forms the foundation of an investment thesis. The AI reasons over contextualized data to generate optimal synthesis, presenting all relevant components needed to structure a comprehensive answer.
Price Signal Detection
The platform's news agent identifies and explains real-time price movements of public securities, transforming raw data into actionable investment signals. This feature helps professionals understand what information actually moves markets and when.
Audit-Ready Output
All research outputs maintain complete auditability, allowing finance professionals to verify sources and methodology. This reliability makes the platform's instant research suitable for critical investment decisions and compliance requirements.
Terminal X Use Cases
Earnings Analysis
An equity research analyst uses Terminal X to instantly compile and analyze earnings reports, call transcripts, and broker reactions following quarterly results. The platform identifies key themes, consensus deviations, and market reactions, saving hours of manual compilation.
Sector Deep Dive
A portfolio manager preparing for an investment committee meeting uses Terminal X to gather all recent research, news, and filings about a specific industry. The AI synthesizes trends, competitive dynamics, and valuation metrics into a structured memo format.
Event-Driven Investing
A hedge fund analyst monitoring a potential M&A situation uses Terminal X to track all relevant filings, news reports, and social sentiment. The platform's real-time alerts identify price-moving information as it emerges.
How to Use Terminal X
Log in to the Terminal X platform using your enterprise credentials to access the research dashboard.
Enter your research query using natural language - just as you would ask a research analyst. The system understands complex financial questions and multi-step research requests.
The AI agent automatically retrieves relevant data from its 100,000+ source universe, analyzes connections, and synthesizes findings.
Review the comprehensive output, which includes all connected information components, source references, and synthesized insights.
Use the audit trail to verify sources and methodology, then incorporate the findings into your investment memo or trade thesis.