Question 1

What is DataToBrief and how does it work?

Accepted Answer

DataToBrief is an AI-powered financial research platform built for investment professionals. It automatically aggregates data from 14+ sources — including earnings transcripts, SEC filings, financial statements, news, and press releases — and uses advanced AI to generate institutional-grade research reports, monitor investment theses around the clock, and provide a Bloomberg-like interactive canvas for customizable dashboards. Everything is organized by projects, making it easy to manage multiple investment themes.

Question 2

Who is DataToBrief designed for?

Accepted Answer

DataToBrief is designed for investment professionals including portfolio managers, research analysts, hedge fund teams, financial advisors, and institutional investors. Whether you manage a single portfolio or run a multi-analyst research team, the platform scales to your workflow — from solo deep research to full team collaboration with shared projects and real-time chat.

Question 3

How is DataToBrief different from Bloomberg Terminal or Refinitiv?

Accepted Answer

Unlike traditional terminals that primarily display data, DataToBrief uses AI to actively analyze and synthesize information. While Bloomberg and Refinitiv excel at data delivery, DataToBrief generates 8,000–12,000 word institutional-grade research reports, creates automated thesis-driven investment monitors with bull/bear signposts, and provides an AI chat that answers complex investment questions backed by real financial data. Think of it as having a tireless senior analyst on your team that works 24/7.

Question 4

Is DataToBrief available right now?

Accepted Answer

DataToBrief is currently in private beta with limited spots available. You can request early access through our website by entering your email address. We're onboarding investment professionals and teams on a rolling basis, with priority given to institutional users and research teams.

Question 5

What types of securities and markets does DataToBrief cover?

Accepted Answer

DataToBrief covers publicly traded equities worldwide. The platform tracks 19 global equity indices across the Americas, EMEA, and Asia-Pacific regions — including the S&P 500, NASDAQ, Dow Jones, Euro STOXX 50, FTSE 100, DAX, AEX, CAC 40, Nikkei 225, Hang Seng, and more. Financial data is available for companies listed on major exchanges globally, with 10 years of historical financial statements.

Question 6

Can individual investors use DataToBrief or is it only for institutions?

Accepted Answer

While DataToBrief is primarily designed for professional investors and institutions, sophisticated individual investors can also benefit from the platform. The AI research reports, investment monitors, and interactive canvas provide institutional-grade capabilities regardless of your organization size. However, the platform's features and pricing are optimized for professional use cases.

Question 7

In what languages is DataToBrief available?

Accepted Answer

The DataToBrief platform interface is available in 5 languages: English, Dutch, German, French, and Spanish. AI research reports can be generated in 10 languages: English, Dutch, German, French, Spanish, Chinese, Japanese, Korean, Portuguese, and Italian — perfect for international teams and cross-border investment mandates.

Question 8

How do the AI research reports work?

Accepted Answer

When you request a Deep Research report, our AI analyzes up to 14 data source types simultaneously — including income statements, balance sheets, cash flow statements, SEC filings, earnings transcripts, analyst estimates, news, press releases, and more. It synthesizes all of this into a comprehensive 8,000–12,000 word report following an institutional template with executive summary, financial analysis, competitive positioning (Porter's Five Forces), risk factors, valuation with DCF reasoning, and bull/base/bear scenarios with target prices.

Question 9

How long are the AI-generated research reports?

Accepted Answer

Each Deep Research report ranges from 8,000 to 12,000 words, comparable in depth and structure to a sell-side initiation report. The reports include an executive summary, company overview with snapshot table, detailed financial analysis across income statement, balance sheet, and cash flow, a financial ratios table, industry and competitive position analysis, recent developments, 8–10 minimum risk factors, valuation with DCF and peer comparison, and bull/base/bear scenarios.

Question 10

What data sources are used in research reports?

Accepted Answer

You can select from 14 data source types for each report: income statements (annual and quarterly), balance sheets, cash flow statements, key metrics and ratios, earnings call transcripts, stock news, press releases, SEC filings (10-K, 10-Q, 8-K), analyst estimates, price targets, and more. You choose exactly which sources to include, giving you full control over the analysis scope.

Question 11

Can I generate reports in different languages?

Accepted Answer

Yes, research reports can be generated in 10 languages: English, Dutch, German, French, Spanish, Chinese, Japanese, Korean, Portuguese, and Italian. This is particularly useful for international investment teams, cross-border mandates, and presenting research to non-English-speaking investment committees.

Question 12

Can I include my own proprietary documents in research reports?

Accepted Answer

Absolutely. You can upload internal memos, proprietary financial models, Excel files, PDF presentations, and other documents. The AI incorporates your private data alongside public financial data in the research report, citing both internal and external sources. Supported file formats include PDF, Word, Excel, CSV, JSON, XML, HTML, Markdown, and plain text.

Question 13

How do I export or share AI research reports?

Accepted Answer

Every research report can be exported to a professionally formatted PDF with one click — ready to share with your team, investment committee, or compliance department. You can also share reports directly within the platform through project-based team chat, where colleagues see the full context with rich preview cards.

Question 14

How accurate and reliable are the AI-generated reports?

Accepted Answer

DataToBrief's AI analyzes real, verified financial data from trusted sources — not generic internet knowledge. Every insight in a report is derived from actual earnings transcripts, SEC filings, financial statements, and market data. The AI follows a mandatory institutional report structure to ensure consistency and completeness. However, reports should always be reviewed by qualified investment professionals as part of their research process, not used as sole investment advice.

Question 15

Can I customize the date range for financial analysis?

Accepted Answer

Yes, you can analyze the last month, quarter, year, 2 years, 5 years, or the full 10-year history. Wider date ranges pull more quarterly data, more earnings transcripts, and more SEC filings for deeper, more comprehensive analysis. This flexibility lets you focus on recent developments or take a long-term view.

Question 16

What are investment monitors and how do they work?

Accepted Answer

Investment monitors are automated thesis-tracking systems. You describe your investment thesis in plain language — for example, 'NVIDIA will benefit from continued AI infrastructure spending' — and our AI builds a complete monitoring framework. It suggests relevant tickers, identifies related companies across the supply chain, and generates 8–12 bull and bear signposts. The monitor then scans news, earnings, SEC filings, and cross-company signals daily, weekly, or monthly, and reports what changed and why it matters for your thesis.

Question 17

What are bull and bear signposts?

Accepted Answer

Signposts are specific, observable events that would either confirm (bull) or challenge (bear) your investment thesis. They're categorized into six types: supply chain, competitive, regulatory, demand, macro, and operational. For example, a bull signpost might be 'TSMC reports accelerating AI chip orders' while a bear signpost could be 'Major cloud provider announces in-house chip development.' Each signpost automatically tracks its status: pending, triggered, or invalidated.

Question 18

How often do investment monitors check for updates?

Accepted Answer

You can configure each monitor with three frequency options: daily, weekly, or monthly. Daily checks scan news and press releases for quick updates. Weekly and monthly checks perform deep analysis across all data sources — earnings transcripts, SEC filings, financial metrics, and cross-company signals — for comprehensive thesis assessment. Each check generates a structured report with impact scoring and materiality ratings.

Question 19

What is cross-company intelligence in investment monitoring?

Accepted Answer

Cross-company intelligence means monitors don't just track your target companies — they also analyze supply chain partners, competitors, and customers for cross-reference signals. For example, if you're monitoring a semiconductor thesis, the system will flag a supplier's earnings miss, a competitor's product launch, or a customer's capex announcement. This gives you early warning signals from across the value chain.

Question 20

How does the automated AI setup process work for monitors?

Accepted Answer

Setting up a monitor is a 3-step AI-driven process: (1) You describe your thesis, and AI suggests 5–8 relevant tickers plus 3–5 related companies across the supply chain, competitors, and customers. (2) AI generates a comprehensive 90-day initial summary with a thesis scorecard. (3) AI creates 8–12 bull/bear signposts to track automatically. The entire setup takes minutes instead of hours.

Question 21

What update categories do monitors use?

Accepted Answer

Every monitor signal is categorized into one of seven types: news developments, earnings highlights, SEC filing insights, press release analysis, signpost triggers, cross-references from related companies, and significant metric changes compared to the previous period. Each update is also scored 1–5 for materiality and tagged as 'confirms thesis,' 'challenges thesis,' or 'neutral.'

Question 22

What is the DataToBrief interactive canvas?

Accepted Answer

The interactive canvas is a fully customizable, multi-window workspace inspired by professional trading terminals like Bloomberg. You can drag, drop, and resize widgets to build the perfect research dashboard. It supports 7 widget types including watchlists, TradingView charts, world indices, financial ratios, valuation multiples, stock overviews, and more. Your layout is automatically saved and restored every time you return.

Question 23

What widget types are available on the canvas?

Accepted Answer

The canvas offers 7 powerful widget types: (1) Watchlists with live quotes that auto-refresh every 15 seconds, (2) TradingView Charts with full technical analysis tools, (3) World Indices tracking 19 markets across Americas, EMEA, and Asia-Pacific, (4) Financial Ratios with multi-year trends, (5) Valuation Multiples showing P/E, P/S, P/B, and EV trends, (6) Stock Overview with complete company snapshots, and (7) additional specialized widgets.

Question 24

Which global stock market indices does DataToBrief track?

Accepted Answer

DataToBrief tracks 19 global equity indices in real-time across three regions: Americas (Dow Jones, S&P 500, NASDAQ, TSX, Bovespa), EMEA (Euro STOXX 50, FTSE 100, CAC 40, DAX, AEX, IBEX 35, FTSE MIB), and Asia-Pacific (Nikkei 225, Hang Seng, KOSPI, ASX 200, and more). You can click any index to open a dedicated TradingView chart window.

Question 25

Is my canvas layout saved automatically?

Accepted Answer

Yes, your entire workspace — including window positions, sizes, widget settings, and configurations — is automatically saved to the cloud. Every time you return to the canvas, your layout is restored exactly as you left it. Build it once, use it every day.

Question 26

What is the command bar on the canvas?

Accepted Answer

The command bar is a keyboard-driven launcher that lets you instantly search and spawn any widget. Press the backtick key (`) to open it, then type what you need — a chart, watchlist, index tracker, or any other widget. It lets you build your entire workspace in seconds using keyboard shortcuts, similar to the command palette in modern code editors.

Question 27

How does the AI research chat work?

Accepted Answer

The AI Research Chat lets you ask complex investment questions and receive detailed answers backed by real financial data. Before starting a chat, you select specific companies and data sources (earnings transcripts, SEC filings, financial statements, analyst estimates, news). The AI draws directly from these sources to answer your questions, with every answer linking back to the original data source for verification.

Question 28

Can the AI chat remember previous conversation context?

Accepted Answer

Yes, the AI Research Chat supports multi-turn conversations with full memory. You can ask follow-up questions, drill into specifics, or change direction without repeating context. It's like working with a senior analyst who remembers everything you've discussed. Your full chat history is preserved within each conversation.

Question 29

Can I save and reuse research questions as templates?

Accepted Answer

Yes, you can save your best research questions as reusable prompt templates. This lets you standardize your research process across your team — ensuring everyone consistently asks the right questions. Templates can be shared with team members for consistent analytical workflows.

Question 30

Can I share chat insights with my team?

Accepted Answer

Absolutely. Found a valuable insight in a chat conversation? You can share any chat message directly to your team's project chat with one click. Your colleagues see the full context with a rich preview card showing the question, answer, and data sources referenced.

Question 31

What financial data sources does DataToBrief integrate?

Accepted Answer

DataToBrief integrates 12 primary data sources: income statements (up to 10 years annual + 40 quarters), balance sheets, cash flow statements, SEC filings (10-K, 10-Q, 8-K with full text), earnings call transcripts with Q&A sections, analyst consensus estimates for EPS and revenue, 200+ key financial ratios, real-time news and press releases, analyst price targets, historical OHLCV stock prices, company profiles, and 19 global equity indices.

Question 32

How many years of historical financial data is available?

Accepted Answer

DataToBrief provides up to 10 years of annual financial data and up to 40 quarters of quarterly data per company. This includes income statements, balance sheets, cash flow statements, and financial ratios. You can click on any metric to instantly generate interactive charts with CAGR (Compound Annual Growth Rate) calculations.

Question 33

Is the financial data real-time or delayed?

Accepted Answer

Canvas watchlists auto-refresh every 15 seconds with live market data. Stock prices, index data, and quotes are provided in near real-time. Financial statements, SEC filings, earnings transcripts, and analyst estimates are updated as they become available from the data provider. News and press releases are delivered in real-time as they are published.

Question 34

How many financial ratios and metrics are available?

Accepted Answer

DataToBrief provides access to over 200 financial ratios and metrics per company. The key ratios dashboard highlights 8 essential metrics at a glance: P/E ratio, Price/Sales, Price/Book, Debt/Equity, Current Ratio, ROE, ROA, and Dividend Yield. Each ratio can be clicked to view the full 10-year trend as an interactive chart.

Question 35

Does DataToBrief provide access to SEC filings?

Accepted Answer

Yes, DataToBrief provides full-text access to SEC filings including 10-K (annual reports), 10-Q (quarterly reports), and 8-K (current reports). These filings are integrated into Deep Research reports, investment monitors, and AI chat conversations. The AI can analyze and synthesize information from filings alongside other data sources.

Question 36

Can I access earnings call transcripts?

Accepted Answer

Yes, full earnings call transcripts — including prepared remarks and Q&A sessions — are available directly in the platform. You can search across transcripts with speaker identification, use them as context in Deep Research reports, reference them in AI Chat conversations, and track earnings surprises with visual beat/miss charts across 20+ quarters.

Question 37

Is DataToBrief GDPR compliant?

Accepted Answer

Yes, DataToBrief is built with European data practices and is GDPR-ready. The platform is designed specifically for the compliance requirements of European investment firms, with data protection, privacy controls, and transparent data handling practices built into the core architecture.

Question 38

How is my research data protected?

Accepted Answer

DataToBrief uses multiple layers of security: row-level security ensures complete data isolation between organizations, all data is stored in encrypted storage with automatic backups, and each organization's data is cryptographically separated. The platform is built on enterprise-grade PostgreSQL (via Supabase) with industry-standard security practices.

Question 39

Is there data isolation between different organizations?

Accepted Answer

Absolutely. DataToBrief implements row-level security (RLS), which means every query is automatically filtered to only return data belonging to your organization. Your research, monitors, documents, chat history, and all other data is cryptographically separated from other users. No other organization can access your data under any circumstances.

Question 40

Where is my data stored?

Accepted Answer

Your data is stored securely in enterprise-grade PostgreSQL databases powered by Supabase, with automatic backups and encrypted storage. The infrastructure is designed with European data practices in mind, meeting the requirements of European investment firms and financial institutions.

Question 41

Are there spending and usage controls?

Accepted Answer

Yes, DataToBrief includes built-in budget controls and usage monitoring. Administrators can set monthly spending limits per user, configure warning thresholds at customizable percentages, and enable automatic blocking when limits are reached. A full usage dashboard tracks API costs by provider, token usage, and spending trends — providing complete transparency on every AI request.

Question 42

How much does DataToBrief cost?

Accepted Answer

DataToBrief is currently in private beta, and pricing details will be shared directly with accepted users. The platform is designed with flexible plans for individual professionals and teams. Request access through our website and our team will provide detailed pricing information tailored to your needs.

Question 43

How do I request access to DataToBrief?

Accepted Answer

You can request access by entering your email address in the contact form on our website. We review applications on a rolling basis and prioritize investment professionals and research teams. Once accepted, you'll receive an invitation with setup instructions to get started immediately.

Question 44

Is there a free trial available?

Accepted Answer

During the private beta phase, we offer early access to qualified investment professionals. Contact us through the website to discuss trial options and learn more about how DataToBrief can enhance your research workflow. Our team is happy to provide a personalized demo.

Question 45

Do you offer enterprise plans for larger teams?

Accepted Answer

Yes, DataToBrief offers enterprise plans with features like admin panels for user management, per-user budget controls, platform-wide analytics, and priority support. Enterprise plans include advanced team collaboration features, custom budget limits, and dedicated onboarding. Contact us to discuss your team's specific requirements.

Question 46

How does team collaboration work in DataToBrief?

Accepted Answer

DataToBrief is built for investment teams. You can invite team members to shared projects, where everyone gets access to shared research reports, investment monitors, documents, and AI chats. Each project has a dedicated team chat, plus you can create cross-project group chats for broader discussions. Every piece of research is shareable with one click.

Question 47

Can I share research reports and insights with colleagues?

Accepted Answer

Yes, sharing is built into every part of the platform. You can share deep research reports, monitor alerts, chat insights, and documents with a single click. When you share something, your colleagues see it in the project chat with a rich preview card showing full context. There's no need to export, email, or use external tools.

Question 48

What happens to research when a team member leaves?

Accepted Answer

All research stays in the project. When an analyst leaves, their reports, monitors, chat history, and documents remain in the project — preserving years of institutional knowledge. This is a core design principle of DataToBrief: your organization's research should never walk out the door.

Question 49

What role-based access controls are available?

Accepted Answer

DataToBrief supports project-level roles: owners can manage settings, invite/remove members, and configure monitors, while members have full access to shared research, documents, and chat but cannot modify project settings. This ensures the right level of control without restricting research collaboration.

Question 50

Is there a built-in team chat?

Accepted Answer

Yes, DataToBrief includes both project-specific chats and cross-project group chats. The chat integrates directly with the platform — you can share research reports, monitor updates, and AI chat insights inline with rich preview cards. It's designed for research-focused communication, not as a replacement for general messaging tools.

Question 51

What file formats can I upload to DataToBrief?

Accepted Answer

DataToBrief supports a wide range of file formats for document upload: PDF, Word (.doc, .docx), Excel (.xlsx, .xls), CSV, JSON, XML, HTML, Markdown, and plain text files. Uploaded documents are automatically extracted and indexed for AI analysis, and can be used as additional context in Deep Research reports and AI Chat conversations.

Question 52

How do I get started with DataToBrief?

Accepted Answer

Getting started is simple: (1) Create a project for your investment theme or portfolio. (2) Add companies by ticker symbol and set up AI-powered monitors to track your theses. (3) Start generating deep research reports, chat with your financial data, and build your custom canvas dashboard. Your team can be invited to any project for immediate collaboration.

Question 53

Can I export data and reports from DataToBrief?

Accepted Answer

Yes, research reports can be exported to professionally formatted PDF files with one click — ready for your investment committee, compliance department, or client presentations. The platform is designed to produce share-ready output that meets institutional quality standards.

Question 54

Does DataToBrief have an API for integration?

Accepted Answer

DataToBrief currently focuses on providing a complete research experience through the web platform. For enterprise customers with specific integration needs, please contact our team to discuss your requirements. We're continuously expanding our capabilities based on user feedback.

Question 55

What browsers and devices are supported?

Accepted Answer

DataToBrief is a web-based platform that works best on modern browsers — Chrome, Firefox, Safari, and Edge. The platform is optimized for desktop use given the data-intensive nature of investment research, with responsive design for tablet access. The interactive canvas and multi-window workspace are best experienced on larger screens.

Question 56

How does the earnings tracking feature work?

Accepted Answer

DataToBrief automatically tracks upcoming earnings dates for all companies in your projects. You can see the time of reporting (before/after market), estimated EPS and revenue, and actual results as they're reported. The earnings surprise analysis shows actual vs. estimated EPS across 20+ quarters with color-coded beat/miss visualization, making it easy to spot patterns in management's ability to meet expectations.

Everything You Need to Know About DataToBrief

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