Natural Language Stock Screening & Team Collaboration: The Future of AI-Powered Investment Research Is Here

Today, we're thrilled to announce two new powerful features that continue to showcase Thematic’s leadership in AI-powered investment intelligence.

First, an upgraded multi-LLM company, investment theme, and factor engine that now translates plain language descriptions into more precise filters with enhanced reasoning, delivering more accurate matches to your intended investment criteria instantly.

And, since research is a multi-step, complex, and collaborative process, customers using Thematic Teams can now save, track, make notes, and share research with their colleagues and collaborators- all in one platform. 

Introducing the Most Powerful AI Stock Screener Available

You can now perform complex analyst-level screening in seconds, using nothing but natural language. Here's what makes this such a game-changer and must-have application for analysts, asset managers, and instructional product developers:

• Plain English to Precise Filters: Simply describe what you're looking for, and our advanced reasoning system translates your words into sophisticated screening parameters.

• Peer Comparison Analysis: Instantly identify outperformers by filtering against mean and median values across any sector, industry metric, or financial data point.

• Precision Targeting: Fine-tune results with advanced sorting capabilities using both absolute values and percentages to pinpoint top performers within any metric.

• Complex Logic Made Simple: Create professional-grade screens with multi-condition filters using natural AND/OR combinations—no coding required.

What previously required hours of analyst time can now be done in seconds, with greater accuracy and depth.

Example 1: Top 25% of European companies ranked by ROE and ROIC with a net income margin exceeding the median among European peers provides a universe of 489 companies in 18 seconds. 

Example 2: List the top 20 technology OR electronics companies in APAC, ranked by free float market cap, that have either an ebitda margin above 15% or a one year annual revenue growth rate over 10%, and maintain a debt/equity ratio below the median for APAC technology and electronics companies in 26 seconds. 

Example 3: List the top 15 small-cap U.S. technology or healthcare companies by ascending P/E that have a net income margin above 5% and a one year price performance exceeding 10% completed in 17 seconds.

Team Collaboration: Research Amplified

For research teams, banking professionals, asset managers, and product developers our new Thematic Teams feature transforms how investment insights are shared and leveraged:

• Unified Research Repository: Bookmark, annotate, and edit insights from across the platform, creating a centralized knowledge base.

• Team-Based Organization: View all research in one place, clearly sorted by team member and date for easy navigation.

• Instant Sharing: Share bookmarks immediately with your team, accelerating alignment and decision-making.

• Historical Comparison: Compare current evaluations with previously saved analyses to track changes and validate investment theses.

The Clear Competitive Advantage

We think these are more than incremental improvements—they fundamentally change what's possible with AI and investment research. While competitors struggle with basic AI implementations, data quality, and fragmented workflows, Thematic now delivers:

1. Analysis that would require a team of specialists, available instantly through conversational prompting as well as traditional factor and financial filtering

2. Seamless knowledge sharing that breaks down information silos between team members

3. Historical context that provides deeper insight into the cumbersome and manual process of building a universe of companies

If you’d like to learn more about how Thematic can support your team, contact us for a demo or further discussion.