Introducing the All New, AI-Powered Thematic Investment Research Platform

Today we’re taking the wraps off of the all new Thematic that combines our institutional-quality portfolio, index calculation, and backtesting engine with the latest in AI-powered investment research. Now with Thematic, any professional Equity Analyst, Credit Analyst, Portfolio Manager, and new product developer can get real-time contextual analysis with Enterprise-grade financial data for better, differentiated market insights.

By combining generative AI, hundreds of thousands of company documents, and years of financial data, Thematic helps analysts quickly develop a point of view and draw conclusions.

With Thematic’s enhanced AI-enabled research platform, you will now be able to quickly identify companies that meet your qualitative and quantitative requirements with natural language prompts connected to the “live web” in addition to financial, market, company data.

1. Quickly and confidently get up to speed on a new theme, topic, or investment idea for a “tops down” view that spans industries, categories, and prospective companies. Get a “thematic contextual summary” with representative companies that might match and fit your research- then take a “Deep Dive” into each one to learn more.
2. Cover more ground, leave no stone unturned, and save time with “bottoms up” stock screener filtered view to generate new investing ideas or monitor current holdings based off of trending information, recent news, financial and company performance filters.
3. Deep dive into specific company with our ticker and company search to look for insights across SEC filings, earnings transcripts, and see the latest trends and themes with your current investments.
4. Build, track, and maintain portfolios to keep a pulse on your investment ideas and benchmark and share with your team.

Using Thematic, teams of analysts of any size can now research and analyze any investment strategy, find relevant companies, and create a backtested portfolio in minutes.

Get “Months of research and insights in minutes” with Thematic! Try it out for yourself and let us know what we can do to further align with your research workflow.