Question: I need a system that provides personalized dashboards for equity research and offers AI-powered feedback on investment theses.

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Calypso

If you're looking for a system that offers personalized dashboards for equity research and offers AI-powered feedback on investment theses, Calypso is a top contender. This AI-powered platform tracks and analyzes public equities by combining public data with advanced AI technology. It offers personal dashboards, AI-powered insights, and a variety of tools like earnings previews and custom notes. It caters to different user needs, from equity research to individual investors, with a tiered pricing model.

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Fintool

Another top contender is Fintool, which serves as an AI-powered equity research copilot for institutional investors. It's based on a database of SEC filings, earnings calls and conference transcripts, and it can provide precise answers to complex questions and real-time alerts. Fintool organizes financial metrics and unstructured data into tables so you can easily extract and export data. The platform is designed to streamline the research process with enterprise-grade security and cloud encryption.

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FinChat

For those who like to chat, FinChat combines institutional-quality financial data with conversational AI. It offers a customizable terminal, advanced data visualization, DCF modeling, and AI-driven competitor comparisons. FinChat gives you access to accurate financial data on over 100,000 global public companies, making it a great tool for individual investors, companies, and financial services firms.

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AlphaSense

Last, AlphaSense uses proprietary AI and NLP technology to quickly find information in a massive library of documents, including company filings and broker research. It can help you cut manual research time and monitor companies in real-time, making it great for data-driven decision-making. AlphaSense is popular among financial services firms and corporate strategy teams, who use it for market intelligence and research.

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