Examine reports alongside their sources.

Research tools help you find figures in reports and compare them with earlier versions. You can also use your own assumptions to explore how a valuation or ownership share changes.

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Why is cash falling when sales are growing?

You are reading a report and want to understand how sales, profit and cash flow relate. To check the summary, you need to see where the figures come from.

Illustrative use case

  1. Find the relevant section

    The review should reference the pages that explain cash flow.

  2. Compare with the previous report

    See which figures and assumptions have changed.

  3. Frame the next question

    Is the change driven by investment, receivables or something else?

Page references help you check the interpretation. You remain responsible for your conclusions.

Keep the source close

Document reviews should provide summaries with page references. Extracted numbers must retain the correct currency, unit and period. If a document is ambiguous, the tool should highlight uncertainty and the need for human review.

See what has changed

Comparisons between document versions should reveal changes in numbers, assumptions and risk descriptions. Dated forecasts should be comparable with later reported results, taking changed definitions into account.

Test your own assumptions

Valuation and dilution calculations explore scenarios based on your own assumptions. Assumptions should be visible and editable. Model values must remain distinct from market prices, and results must not be presented as personalised buy or sell advice.

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