AI Analyst for Asset Managers

Delivered by Forward Deployed Analysts On-Site.

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Billions in alpha are buried in your unstructured private data. Terminal X turns it into superintelligence.

100x Leverage Proprietary Data.

The scale of a model.
The brain of an Analyst.

Mirroring the way investment analysts operate, Terminal X pulls from internal sources and transforms complex, investment-specific research into decision-ready insight and a clear, customized output.

Scan thousands of sources, in seconds

Get real-time, exhaustive search results from over 100,000+ sources, including public and private research, filing, news, and even social media content.
Public & private sources
From SEC filings to earnings call transcripts, investor presentations and financial supplements — Terminal X brings together the sources analysts rely on.
Proprietary data
By parsing time-series data, Excel models, and custom frameworks, Terminal X makes even your most unstructured content investment-ready.

Centralize your data

Terminal X indexes everything at cell and sentence-level, parsing Excel models, emails, memos, and 100M+ external sources. Stop toggling between research portals and shared drives. Search once, get answers from everywhere.
Complete auditability
Get the clarity and context you need for exhaustive, auditable search that helps you structure your answer and shape your investment thesis.
Make smarter (and faster)
investment calls
Time spent on prep is time not spent on insights. Terminal X reduces research time, helping teams make better informed decisions that drive alpha.
Why Terminal X

Purpose-built for Investment Professionals.

01
Deploy your firm’s AI Dashboard Visual
Deploy your firm’s AI Dashboard Visual
Deploy your firm’s AI knowledge hub
Create a centralized data network that builds up to your firm's Proprietary Intelligence with every additional file and datapoint indexed on Terminal X.
Search Sources Product Visual
Search across the sources that matter to your workflow
Pull live broker research, SEC filings, call transcripts, and internal decks into one searchable stream.
Signals List Visual
See the strongest signals, instantly
Our scoring system ranks every document by relevance, recency, and insight so you can focus on market-moving insights first.
Live Market Tracking Dashboard Visual
Track the market live and in context
View macro shifts alongside ticker-level moves in one dashboard, so you match news to portfolio impact in real time.
Build Custom Reports Visual
Build and share custom reports
Generate investment memos, market roundups, or Q&A prep in seconds with full traceability and export-ready formatting.
Custom AI features Visual
Custom AI features
on-demand
White-glove support and development for customized features that scales with your firm’s evolving use-cases. Let AI work for you, not the other way around.

Enterprise-grade security as standard

Learn more
SOC 2 Accreditation Logo

SOC 2 Type II audited

AES-256 Encryption Logo

AES‑256 encryption

No models trained on data Visual showing Agent based, RAG Only.

No models trained on data

Admin Governance & Permissions Visual

Admin Governance & Permissions

Use Cases
From lean desks to large funds, Terminal X adapts to your workflow — and your data
Hedge Fund Messaging Thread
Event-driven, quant, or M&A — move fast with real-time, multi-source research tailored for alpha.
Automate your most analytical multi-step research workflows
0min
to generate initial report
0x
more data leveraged
0%
time reduction in research