Prototype status
A working prototype, not a licensed product. Everything below is stated so nobody has to take it on trust.
What is real
Measured against the live database on 2026-09-18. Each row names the store it came from, so any figure here can be checked rather than believed.
- Earnings call transcripts5,219 calls across 573 companiesraw_transcripts
Depth varies by company. This is the harvested window, not every call a company has ever held.
- SEC filing sections19,555 sections across 534 companiessec_filing_documents
10-K Items 1A/7/7A/9A, 10-Q Items 2/4 and 8-K bodies. Other sections are not stored.
- Search index over both262,057 passages, all embeddedfinancial_chunks
- Extracted guidance128 guides across 23 companiescompany_guidance
Extraction is running through the corpus; this is a partial pass, not the full set. Precision and recall are not yet measured against a hand-labelled sample.
- Internal-control assessments2,143 assessmentsicfr_assessments
- Strategic initiatives12,226 extracted initiativescompany_initiatives
Model-extracted from filings and calls. Each row carries its own evidence tier.
- News and analysis corpus3,997 articlesepisodes
- Scored Q&A calls566 callsearnings_qa_analysis
Deflection and specificity scoring, plus a directional tone read. Neither is sentiment.
What is not built
Cost bands are directional and are labeled as such. Where nobody has priced an item, no band is shown rather than an invented one.
Market-data display and redistribution
Partial- Today
- Financial market data is licensed for personal use and shown in this demo only. No external seats, no redistribution.
- Closes with
- A data display and licensing agreement with the vendor.
- Cost
- low-to-mid five figures per year (directional)
SOC 2 Type II
Not built- Today
- No audit, no report, no control programme.
- Closes with
- Tooling, remediation and a Type II audit period.
- Cost
- $50-150k first year (published ranges)
Multi-tenant firm workspaces and SSO
Partial- Today
- One shared workspace. Everyone who signs in sees the same watchlists and alerts. There is no organisation model and no SAML.
- Closes with
- An org/tenant model, an RLS rewrite against it, and SAML.
- Cost
- roughly 24 build cycles (directional)
Client document knowledge base
Partial- Today
- Uploaded documents are parsed and purged within 168 hours. Nothing client-specific is retained or indexed.
- Closes with
- A retained, tenant-scoped, embedded store — part of the tenancy work.
Billing and entitlements
Not built- Today
- A shared access code. No seats, no metering, no invoices.
- Closes with
- Seat billing and an entitlements model.
- Cost
- roughly 4 build cycles (directional)
Privacy policy, DPA and retention programme
Partial- Today
- Online identifiers are hashed at write and chat text is retained on a fixed schedule. There is no published policy and no data processing agreement.
- Closes with
- Policy and DPA drafting with counsel review.
Broker research and expert calls
Substituted- Today
- Not licensed and not planned. First-party analysis and a firm-content corpus stand in their place.
- Closes with
- Content licensing agreements.
Teams, Slack and an Excel add-in
Partial- Today
- Email alerts, plus deck and PDF export. No chat-platform delivery and no spreadsheet add-in.
- Closes with
- Graph and Slack apps, and an Office JS add-in.
- Cost
- roughly 6 build cycles (directional)
Corpus breadth
Partial- Today
- 573 companies with transcripts and 534 with filing text — the large-cap universe, not the whole market.
- Closes with
- A wider harvest. This is wall-clock and enrichment cost, not a licensing constraint.
Company pages for crawlers and link previews
Partial- Today
- Company and diagnostic pages render fully in a browser. They are not pre-rendered, so a link preview or a non-JavaScript crawler sees the site shell rather than the company.
- Closes with
- A build-time list of covered tickers that does not read licensed market data.
This page is generated from one register. If a figure here disagrees with a figure elsewhere in the product, this one is the measured claim and the other is the defect.