Blog
Insights on AI, product, and the future of finance from Terminal X
From AI Agents to Institutional Memory: What's Next for Real Estate
Terminal X London with DWS | How AI is transforming Real Estate Investment: from underwriting and asset management
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Terminal X Brings AI Operating System to Alternative Asset Managers with OpenAI
Terminal X and OpenAI bring frontier AI to alternative asset managers with customizable agentic workflows built for private markets.
Claude Opus 5, Now Live In Terminal X
Claude Opus 5 is now live in Terminal X. After internal evaluations, Opus 5 stands out as a state-of-the-art model for financial workflows
Why Investment Firms Fail at AI
80% of AI projects in financial services fail to deliver ROI. Learn the three root causes and what separates firms that succeed.
The AI Analyst Has Entered the Room
Real estate is investing in AI but seeing little ROI. Meet Terminal X Japan to see how native AI agents are transforming real estate underwriting, IC memos, and portfolio monitoring.
What "Agentic AI" Actually Means in Finance and Why Investment Teams Need to Care
Agentic AI is live at top buy-side firms. Learn what it does, how it works, and what to evaluate before deploying.
How Asset Managers Securely Connect Internal Data to AI Research Platforms
Most AI integration methods won't survive compliance review at an asset manager. Integration with Snowflake and Terminal X could be your firms answer.
AI for Private Equity: Automating IC Memos & Diligence
AI for private equity: automate IC memos, validate assumptions, and analyze private + public data in one system with citation-backed outputs.
How to Write an Investment Memo in Minutes Using AI
Comparing Terminal X and Claude for writing investment memos and financial reports using AI. Pros and cons of using AI to write your financial reports
AI for Investing: Complete Guide for CIOs & Analysts (2026)
AI for investing guide for CIOs and buy-side teams. Explore real use cases, key vendor evaluation criteria, and how top funds gain an edge with AI.
Best LLM models for Finance AI - Claude v. GPT v. Gemini
LLM-agnostic AI built for institutional investors. Terminal X selects the best model for every investment workflow across GPT, Claude, Gemini and more
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How We Rebuilt Custom Reports
Terminal X redesigns their Custom Reports feature to write investment memos, financial reports using AI agents and the worlds leading LLMs
Top 10 AI Tools for Finance & Investors
We compare ten vertical AI platforms built for institutional finance, using the same criteria investment teams apply when evaluating these tools.
Prompt for Writing Investment Memos - Fundamental L/S analysts
Learn how to prompt an AI analyst to generate institutional-quality investment memos with full valuation modeling and capital structure analysis.
Building an AI Hedge Fund? Get your AI traders to execute first.
We built something new: AI trading agents that run real money, show their reasoning to the world, and let you weigh in on what they trade.
Stay Connected to Market-Moving News
Learn how you can get notifications on breaking earnings, CEO changes, and sector rotations and more on Terminal X
Never Miss Breaking News Again
Terminal X notifications ensure you're never the last to know: covering breaking earnings, CEO changes, and sector rotations and more instantly.
Terminal X Outperforms Claude, GPT, and Gemini on Retail Investment Queries
Terminal X achieved 89.9% accuracy vs Claude's 70.6% across 500 retail investment queries. See our benchmark comparing accuracy, sources and relevance
Data Indexing
Learn how you can sync your firm's internal documents, conversation threads, and more at scale to build a central knowledge base.
Try Terminal X
We’ll build your firm’s Capital Memory and turn it into memos, decks, and models in your format.