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Type a question: Natural language chat interface to get specific answers based on latest stock data.
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Leveraging Converse Capabilities for custom insights:
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‘Converse’ can be used to make sense of stock data as well as drive deeper insights. Let’s understand by way of an example:
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With ‘Converse’, users can now generate insights on all dimensions of stock research that are available to them in ‘Analyze’. Whether it is financial analysis, benchmark analysis, peer analysis, price volume history, inside transactions, institutional analysis, options analysis or analyst recommendations, ‘Converse’ can be used to derive the insights that suit your investing style using natural language. ‘Converse’ can also be used to get clarity on important stock market terms, understanding investing concepts and strategies.
To keep the conversations contextual, ‘Converse’ has same layout as ‘Analyze’. Most tab / sub-tab have AI-enabled summary, built-in prompts as well as chat interface so that users can interact with contextual data and ask specific questions.
Recommended Previous Readinghttps://sprngy.atlassian.net/browse/MET-673
https://sprngy.atlassian.net/wiki/x/CoDUAw Here are screenshots from Converse covering all dimensions of stock research:
Performance Summary:
Converse screenshots for ‘Summary’ tab are below:
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Financial Analysis:
Converse screenshots for financial analysis tabs including Financial metrics and financial statements tabs are below:
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Institutional Analysis:
Converse screenshot for Institutional Analysis is below:
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Insider Analysis:
Below is the Converse screenshot for ‘Insider Analysis’.
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Money Flow Analysis:
Screenshots for Money flow analysis including Institutional Money Trend, Fund Flows and Retail Sentiment are below:
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Performance Analysis:
‘Performance Analysis’ screenshots for Converse are below:
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Benchmark Analysis:
Converse screenshots for ‘Benchmark Analysis’ are as below:
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Peer Analysis:
Converse Peer Analysis screenshots are below:
It should be noted that the tab layout of Analyze is slightly different between stocks and ETFs based to the nature and relevance of the information. ‘Converse’ tab structure for stocks and ETFs mirrors the respective ‘Analyze’ tab structures.
Option Analysis:
Converse screenshot for Option Analysis is below:
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Export Converse insights:
For each of your favorite assets, the ‘Converse’ summaries can be exported as a PDF. The PDF export is available as a tab on ‘Converse’.
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