Workflow

1. Clarify Requirements

Ask the user

Single-slide or multi-slide (3-4 slides)?

Ask the user

Any specific focus areas or topics to emphasize?

Only after user confirms

, proceed to research

2. Research & Planning

Data Sources:

Primary

Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website

Market data

Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)

Estimates

FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS

News

Press releases from last 90 days, M&A activity, guidance changes Show more Installs 514 Repository anthropics/fina…services GitHub Stars 34.1K First Seen May 4, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Warn