Source-linked research

Ask questions using verified text passages from your investment documents.

1. 01

   Upload TXT or CSV materials, or add a verified text transcript.

2. 02

   Select source documents and ask a focused question.

3. 03

   Inspect supporting passages and review the answer before use.

Scope and limitations

Automated PDF, DOCX and XLSX text extraction and semantic indexing require additional extraction support; uploaded originals remain private.