AI Chat
AI Chat is your interactive research assistant. Ask questions, analyze stocks, compare companies, and get real-time insights powered by Google Gemini AI.
Getting Started
Go to Research Hub
Click "New Analysis" or use a Quickstart template
Add Ticker Context
Type a ticker (e.g., AAPL) to load price data, SEC filings, and earnings transcripts
Ask Your Question
The AI will analyze your selected data and provide comprehensive answers with citations
Understanding Ticker Context
When you add a ticker, you can select which data to include in your analysis:
- Price Data: Historical prices for 1D, 5D, 1M, YTD, 1Y, or 5Y timeframes
- SEC Filings: 10-K (annual), 10-Q (quarterly), 8-K (current events), and more
- Earnings Transcripts: Full transcripts from quarterly earnings calls
Chat Modes
Choose the right mode for your research needs. Each mode is optimized for different types of analysis.
Normal
Fast, conversational responses. Best for quick questions and follow-ups.
⚡ Fastest response time
Deep Research
Comprehensive analysis with web search. Best for complex research questions.
🔍 Includes live web search
Image
Generate charts, diagrams, and visual explanations with AI.
🎨 AI-generated visuals
Quickstarts
Pre-built analysis templates that get you started in seconds. Just enter a ticker and go.
How Quickstarts Work
💡 Pro Tip: Click on any ticker in the "Your Tickers" sidebar to see available Quickstarts or start a normal chat with that ticker pre-loaded.
Workflows
Automated research pipelines that run on a schedule and deliver reports to your inbox. Set it and forget it.
User Input Required
You provide ticker symbols and the workflow generates personalized reports.
Examples: Stock Primer, Earnings Prep, Competitor Analysis
Fully Automated
No input needed. Curated insights delivered on your schedule.
Examples: Market Daily Brief, IPO Tracker, Sector Movers
Schedule Options
Daily
Every morning
Weekly
Monday mornings
Monthly
1st of month
Once
Run immediately
Managing Your Subscriptions
Visit Manage Workflows to:
- Pause/Resume: Take a break without losing your configuration
- Retarget: Change the ticker (e.g., switch from AAPL to MSFT)
- Clone: Duplicate a workflow to create variations
- Delete: Cancel subscriptions you no longer need
Chat with Reports
Every workflow report can be turned into an interactive chat. Ask follow-up questions, dive deeper into specific sections, or request additional analysis.
How to access: Click "Chat with Report" in the Research Hub header, or click on any recent report in the sidebar to open it in chat mode.
Frequently Asked Questions
What's the difference between AI Chat and Workflows?
AI Chat is interactive - you ask questions and get immediate responses. Workflows are automated - they run on a schedule and deliver reports to your email without any action needed from you.
When should I use Deep Research mode?
Use Deep Research when you need comprehensive analysis that includes current news, analyst opinions, or information beyond historical filings. It searches the web in real-time and takes longer but provides more thorough results.
How accurate is the AI analysis?
Analysis is generated using Google Gemini AI with real data from SEC filings, earnings transcripts, and market sources. Responses include citations so you can verify the source. Always verify critical information before making investment decisions.
Can I compare multiple stocks at once?
Yes! Use the "Compare Stocks" Quickstart or add multiple tickers to any chat. You can compare up to 5 stocks at once, analyzing revenue growth, margins, competitive positioning, and more.
Where can I find my past chats and reports?
All chats are saved in the Research Hub under "Recent Sessions". Workflow reports appear in the "Recent Reports" sidebar and are also delivered to your email.
How much does this cost?
AI Chat and Workflows are included in your Clarity subscription. No additional charges for analysis or report generation.
Ready to start researching?
Jump into AI Chat for instant analysis or set up a Workflow for automated reports