Finance

AI-assisted investment research, Q&A, and thesis development

Use AI as a research copilot to answer complex company and market questions, synthesize inputs from earnings transcripts, filings, and datasets, and generate structured working drafts—all with transparent source attribution so outputs can be verified and investment decisions properly supported.

Why the human is still essential here

The investor defines the investment criteria, validates sources, judges materiality and risk, challenges assumptions, and makes the final capital allocation decisions; AI accelerates retrieval, synthesis, and draft generation but cannot substitute for professional judgment.

How people use this

Cited earnings and filing Q&A

Ask a natural-language question about a company's revenue drivers or margin changes and receive an answer with inline citations back to specific earnings-call passages and regulatory filings.

Bloomberg ASKB / AlphaSense

Investment memo first draft

AI turns notes, bullet points, and raw research into a structured investment memo (thesis, KPIs, comps, risks, and underwriting questions) for investor review and validation.

ChatGPT / Claude

Source-linked thematic and competitive landscape scan

Ask about exposure to a theme (e.g., AI capex, supply-chain risk) or map a competitive landscape, and receive a synthesized answer with links to the exact broker notes, transcripts, and filings supporting each point.

AlphaSense (Generative Search) / Perplexity

Earnings transcript Q&A with referenced passages

A banker queries an earnings call in plain English and gets an answer that cites the specific transcript snippets supporting each claim for auditability.

FactSet Transcript Assistant (FactSet Mercury)

Company brief generation with citations

A research team generates a quick company or sector brief from integrated market data and Reuters content while preserving traceable citations to the underlying sources.

LSEG Workspace (Workspace AI)

Regulatory change brief with references

AI summarizes a new accounting/tax/regulatory update and includes traceable citations back to official guidance for quick validation by finance leadership.

Google Gemini (Deep Research)

Earnings-call one-page equity research brief

Paste an earnings-call transcript into an analyst-style prompt to generate a 1-page brief with key metrics vs consensus, guidance changes with exact quotes, tone shifts, new initiatives, and a clear takeaway.

Claude / AlphaSense

Consensus vs. reported KPI extraction table

Have AI pull reported KPIs from the transcript and align them to consensus estimates to produce a clean variance table for analyst review.

FactSet / Claude

Q&A concern and risk theme scan

Use AI to label and rank recurring investor concerns from the Q&A (e.g., margin pressure, demand, pricing) with supporting quotes for follow-up diligence.

Tegus / Claude

Community stories (2)

I invest in paid AI tools because the landscape is moving so fast.

I invest in paid AI tools because the landscape is moving so fast. I use all five almost daily and each brings something different to my workflow. Here's what's changed recently in the tools I depend on:

ChatGPT Pro: Extended thinking on GPT-5.2 restored to full strength, file uploads expanded from 10 to 20 per message, and the new ChatGPT Agent rolling out for unified agentic workflows.

Claude Pro: Claude Sonnet 4.6 launched with major upgrades to coding, computer use, long-context reasoning, and design work. One million token context window now in beta for Pro users.

Google Gemini Pro and Ultra: Gemini 3.1 Pro arriving with expanded limits for paid users. Lyria 3 music generation now creates custom 30-second tracks from text or images. Direct scientific citations now stpreamline research.

Microsoft Copilot Pro: Agent Mode now live in Excel for autonomous spreadsheet tasks. Expanded grounding means Copilot pulls from more of your Microsoft 365 data. Text selection in Word lets you highlight any passage and ask Copilot to rewrite, explain, or expand it.

Google NotebookLM Plus: Now powered by Gemini 3.1 Pro. Video overviews turn your sources into short explainer clips. Interactive data tables let you query your documents like a database. And Google Classroom integration makes it a serious tool for educators.

The pace of improvement is relentless. If you're not staying current, you're falling behind.

And the free plan users are around 12 months behind everyone else.

Which of these tools do you use, and what's been your biggest win with AI this year?

Dan WellsFounder and CEO, GrowCFO

Mar 2, 2026

we’re all experimenting with AI

we’re all experimenting with AI

And if I’m honest, many people I speak with carry some frustration

The hallucinations
The confident tone masking thin sourcing
The three-bullet summaries
The questionable source material
The answers that sound right but lack provenance or context

In finance, that simply doesn’t work.

When capital is moving probably correct isn’t good enough.

That’s why I’m excited about Bloomberg launching ASKB

Not because it’s chat with your data
But because it’s conversational AI grounded in a deep, historical, structured financial (and non financial) data with transparent source attribution.

For me, that matters

It means:
Asking complex company or market questions in natural language
Seeing exactly where the answer comes from
Moving from question analysis execution quicker

It feels like intelligence embedded directly into how professionals already work

If horizontal AI changed how we search, vertical AI (trained and grounded into real financial data & workflows) may change how we build conviction in our decision making

ASKB feels like a step in that direction

Learn more about ASKB and Bloomberg Al: https://bloom.bg/
4rcVQVj

Nadia HumphreysGlobal Head of Sustainable Finance Data Solutions, Bloomberg

Feb 25, 2026