Get started with Thematic

How to use the Thematic research platform

The Thematic research platform is built specifically for investment professionals to efficiently and confidently develop a point of view on a company or investment theme.

By combining generative AI, hundreds of thousands of company documents, and years of financial data, Thematic helps investment professionals quickly develop a point of view on investment decisions and also create new marketable investment products.

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Research a topic

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The Thematic research platform is is the fastest, easiest way to get started on your equity research. The Research a topic function is a broad, qualitative, tops down search that helps you find companies that match a particular theme or topic.

Begin with a prompt

You can generate ideas and develop a P.O.V., understand a broad topic or theme, and identify potential investment ideas using our AI-powered research platform.

Thematic screenshot of the research prompt feature
Thematic screenshot of the research analysis results page
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Refine the prompt

AI understands the filters automatically using natural language (eg. Rev Growth >= 20%; P/E < 25).

Thematic screenshot the analysis prompt field with its filters applied
Thematic screenshot of the research analysis results page for the prompt with filters applied
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Backtest and track over time

Gain insights through instantly calculated portfolio metrics and run backtests over multiple years – in seconds.

Thematic screenshot the analysis prompt field with its filters applied
Thematic screenshot of the floating actions menu
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Stock screener

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The Stock screener function is very similar to Research a topic, but with a quantitative tilt. If you're looking for companies that match particular criteria based on metrics, you can add or type the metrics in natural language and we'll use AI to interpret what you're looking for.

Begin with a prompt

No more searching through menus, turning knobs and dials – just type what you're looking for.

Thematic screenshot of the stock screener prompt feature
Thematic screenshot of the stock screener results page
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Take action

With the results, you can: refine your search and re-run it, download to CSV, research individual companies, add selected companies to a portfolio, or share with others.

Thematic screenshot of the floating actions menu
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Find companies

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The Find companies function helps you locate and research individual companies. Our company pages contain all of the company information you'd expect – description, price history, financial statements, valuation metrics, etc.

Get company evaluations with comparative analysis

With the power of AI we're also providing key takeaways from earnings reports, earnings calls, and news. The company evaluation rolls up all of this information in a quick, digestable format. To help save you time and effort, Thematic also compares the company to its two nearest peers and its industry, and provides a valuation summary of overvalued, undervalued, or fairly valued.

Thematic screenshot of the floating actions menu
Thematic screenshot of the floating actions menu
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Ask questions and get answers

Go deep and get your questions about any company answered. Our AI searches for relevant terms, concepts, and uncovers unique metrics with links to sources conveniently provided for follow-up and validation.

Thematic screenshot of the floating actions menu
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Jumpstart your research.