Performing Analysis
Opening a company's research view
On the Companies table, pick Financial Analysis from a row's menu. The list is replaced by a view titled Financial Analysis of <Company> with three tabs — Qualitative Research, Quantitative Research and Financial Research — each an accordion with one field per prompt.
A field's name turns green once it has saved content, so you can see at a glance which parts of the analysis are done.
Running the analysis
Choose Perform Financial Analysis from the view's menu. The dialog shows a cascading checkbox tree — Financial Analysis → Qualitative / Quantitative / Financial Research → individual prompts — plus the AI provider selector.
For each checked prompt the app:
- fills
<Company_Name>with the company's name, - prepends the resolved instruction preamble,
- asks the chosen provider for a Markdown answer,
- stores the result for that company + prompt (re-running overwrites it),
- stamps the stage's research milestone.
Prompts run one after another, so a single failure surfaces with a clear message instead of a half-broken batch.
Editing results
Every field shows the rendered Markdown next to an editable source panel — correct, extend or replace the AI's answer and hit Save. Hand edits are kept apart from generated content: they don't carry a model name or generation date.