Desktop

Agents who work
while you meet executives.

Workflows powered by AI — tailor-built for finance professionals.
app.eql.ai
EQL Platform

Built for the people
who move markets

Two sides of the market.
One platform.

Equity Analyst
Sell SideEquity Analyst
From 40 calls a season to 40 calls before lunch.
Your agent pre-reads every transcript, pre-populates every model, and pre-writes every template — whether it's first comments or your research draft. You show up to add judgment, not process PDFs at midnight.
~3 hrs
Saved per call
100%
Source-cited
0
Hallucinations
Portfolio Manager
Buy SidePortfolio Manager
Monitor everything. Read only what moves your thesis.
Across 200+ positions, your agent surfaces the 3 things that changed overnight. Guidance revisions, unexpected margin comments, covenant language — delivered before market open.
200+
Positions covered
5 min
Morning brief
24/7
Always watching
75%
Of your repetitive research work, automated.

Whether you're an equity analyst processing 40 earnings calls a season, or a portfolio manager monitoring hundreds of positions — EQL handles the heavy lifting so you focus on decisions, not data entry.

Build workflows, with AI

On top of 35K companies, real-time and structured.

01 / DURING EARNINGS
Zero-latency coverage

New satisfier, new data, new signal — your workflows trigger the moment something hits. No refresh. No manual check. Your coverage universe updates itself.

  • Auto-triggered workflows on new IR data
  • Guidance and estimate delta detection
  • Signals routed to the right workflow, instantly
  • Your templates, your models — populated automatically
02 / AFTER EARNINGS
Research that writes itself

Flash notes, peer comparisons, deviation tables — built from structured data, formatted to your house style, ready before your morning meeting.

    03 / IN-BETWEEN EARNINGS
    Always-on surveillance

    Filings, presentations, corporate actions — your agents scan, flag, and surface what matters across your entire universe. Continuously. Without you.

      Chat with IR Data, and automate your workflows,
      and data extractions right into Excel

      What can I help with?

      Ask about any company's IR data…
      Search
      Investmemo
      Preview on Q4
      Initial Take
      Research report
      IR Data
      FilingsTranscriptsSlides & DecksalongsideCalls

      Built for how you actually work

      From equity analysts to portfolio managers — confidence in the results.

      📄AAPL_Q1_Transcript.pdf
      📄MSFT_Annual_Report.pdf
      📄NVDA_Earnings_Call.pdf

      Review at scale

      Process 40 earnings calls, 200 filings, and thousands of data points into a searchable, structured format for rapid analysis.

      Q1 2025 Earnings Call — Page 14

      Management noted margin expansion driven by operational efficiency gains of 180bps YoY, with guidance raised to 18.5–19.2%.

      View in document

      Cite accurately

      Every data point links back to the source — transcript page, filing paragraph, or table cell. Full auditability, zero guesswork.

      Which companies in my coverage revised FY25 guidance upward after Q1 earnings?

      Chat with your data

      Ask questions across your entire coverage universe. Surface guidance changes, compare KPIs, and generate insights in natural language.

      Use template
      Save as template

      Share expertise

      Turn your research workflow into reusable templates. Share across your team — from junior analysts to portfolio managers.

      Live data

      Tabular view

      Prompt through 50 companies simultaneously and build a tabular overview.

      "List all EV companies"
      "FY25 guidance outlook"
      "Total units sold YoY"
      "EBITDA & margin trend"
      "Expansion plans 2025"
      "Key risk factors"
      "Capex allocation"
      "Upcoming catalysts"
      CompanyGuidanceSold UnitsEBITDAExpansionRisksCapexCatalyst
      TSLATesla, Inc.
      Volume growth 2025; FSD at $99/mo1.79M -1.1%$13.7B (14.0%)Cybertruck ramp; new affordable model 2025Margin pressure from price cuts$8.9B — GigafactoriesRobotaxi launch H2 2025
      XPEVXpeng Inc.
      91K–93K units Q1 2025190,068 +34.2%¥-2.1B (-5.1%)690 stores, 226 cities; EU entryCash burn; competitive CN market¥4.2B — R&D + storesMONA M03 volume ramp
      NIONIO Inc.
      41K–43K units; ¥12.4–12.9B rev221,970 +38.7%¥-4.8B (-7.3%)ET9 + Firefly brand launchesProfitability timeline uncertain¥6.1B — battery swapFirefly brand Q2 launch
      VOLVVolvo Cars
      Positive FCF FY2025 target763,389 RecordSEK 28.4B (7.1%)EX90/ES90 global rolloutPricing pressure; amortisationSEK 22B — electrificationEX90 deliveries scale
      BYDIFBYD Co.
      Intl expansion amid EU tariffs4.27M +29%¥58B (7.5%)God's Eye ADAS free rolloutEU tariff headwinds¥42B — global plantsUltra-fast charging network
      DRPRFPorsche AG
      €39–40B rev guided FY2025310,718 -3.6%€5.8B (14.6%)Cayenne EV + Macan EV rampChina demand softening€4.5B — EV transitionNew Cayenne EV reveal
      Showing 6 of 35,247 companies
      123