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Deep Research Mode

Deep Research Mode runs a comprehensive 100+ point analysis on any stock and delivers a detailed report in about 60 seconds. It’s like having a team of analysts research a company for you—instantly.
💎 Deep Research is a Pro feature. Upgrade to Pro →

What Deep Research Does

When you trigger Deep Research, the AI:
  1. Analyzes the business — What the company does, competitive position, market opportunity
  2. Examines financials — Revenue, profitability, balance sheet strength, cash flow
  3. Evaluates valuation — Multiple metrics with historical context and peer comparison
  4. Reviews technicals — Price trends, support/resistance, momentum indicators
  5. Checks sentiment — Analyst ratings, recent changes, institutional positioning
  6. Scans for risks — Red flags, concerns, potential headwinds
  7. Identifies catalysts — Upcoming events, growth drivers, opportunities
  8. Summarizes with a bull/bear framework — Balanced perspective on both sides
All of this is synthesized into a structured, readable report.

How to Activate Deep Research

Method 1: Ask the AI

Simply request it in natural language:
“Deep research on AAPL”
“Give me a comprehensive analysis of Tesla”
“Run full analysis on Microsoft”
“Deep dive into NVDA”
Keywords that trigger Deep Research: “deep research,” “comprehensive analysis,” “full analysis,” “deep dive,” “detailed report”

Method 2: Use the Button

On any stock page:
  1. Navigate to a stock page
  2. Look for the “Deep Research” button
  3. Click it
  4. Wait about 60 seconds for the report

Method 3: From Chat

While chatting with the AI about a stock:
  1. Ask any question about a company
  2. If you want to go deeper, say “Run deep research on this”
  3. The AI will generate the full report

What the Report Includes

1. Executive Summary

A quick overview covering:
  • What the company does
  • Current stock situation
  • Key investment considerations
  • TL;DR bottom line

2. Business Analysis

  • Business model explanation
  • Revenue streams breakdown
  • Competitive advantages (moats)
  • Industry position
  • Key risks to the business

3. Financial Deep Dive

Profitability
  • Gross margin trends
  • Operating margin analysis
  • Net margin comparison to peers
  • Return on equity (ROE) and return on assets (ROA)
Growth
  • Revenue growth (historical and projected)
  • Earnings growth trajectory
  • Segment-level growth where applicable
Balance Sheet
  • Debt levels and debt-to-equity
  • Cash and liquidity position
  • Interest coverage
  • Working capital health
Cash Flow
  • Operating cash flow trends
  • Free cash flow generation
  • Cash conversion quality
  • Capital allocation priorities

4. Valuation Analysis

  • Current P/E ratio with context
  • Price-to-sales and EV/EBITDA
  • Comparison to 5-year historical averages
  • Peer group valuation comparison
  • PEG ratio for growth-adjusted value
  • Fair value estimate range

5. Technical Picture

  • Price trend analysis (short, medium, long-term)
  • Key support and resistance levels
  • Moving average positions
  • Momentum indicators
  • Volume analysis
  • Chart pattern observations

6. Sentiment & Ownership

  • Analyst consensus rating
  • Average price target
  • Recent rating changes
  • Institutional ownership trends
  • Insider buying/selling activity
  • Short interest levels

7. News & Catalysts

  • Recent significant news
  • Upcoming earnings date
  • Potential catalysts (product launches, regulatory decisions, etc.)
  • Key events to watch

8. Bull vs. Bear Summary

Bull Case
  • Top 3-5 reasons to be optimistic
  • What could drive the stock higher
  • Best-case scenario factors
Bear Case
  • Top 3-5 risks and concerns
  • What could hurt the stock
  • Worst-case scenario factors

9. Key Takeaways

  • Summary of most important findings
  • Critical factors to monitor
  • Questions you might want to explore further

Reading Your Deep Research Report

Structure

Reports are organized with clear headings so you can:
  • Read top-to-bottom for the full picture
  • Jump to specific sections you care about most
  • Use the summary sections for quick takeaways

Data Freshness

  • Financial data: As of most recent quarterly report
  • Price data: Real-time (for Pro users)
  • Analyst data: Updated as analysts publish
  • News: Recent relevant items
The report will indicate if any data is notably outdated.

Limitations

Deep Research provides extensive analysis, but remember:
  • It’s still AI-generated and should be verified for important decisions
  • It cannot predict the future
  • It does not constitute investment advice
  • Always do your own due diligence
Understanding AI limitations →

Deep Research vs. Regular AI Chat

FeatureRegular ChatDeep Research
Response timeSeconds~60 seconds
DepthAnswers your questionComprehensive report
StructureConversationalOrganized sections
CoverageWhat you ask about100+ analysis points
Best forQuick questionsFull company research
Use regular chat for quick questions. Use Deep Research when you want the complete picture on a company.

Tips for Using Deep Research

When to Use It

  • Before making investment decisions — Get the full picture
  • Researching a new company — Start with comprehensive context
  • Quarterly check-ins — Review companies you own
  • Comparing finalists — Deep research your top picks

Combine with Follow-Up Questions

After reading a Deep Research report, ask follow-up questions:
“Tell me more about their competitive moat”
“How does their valuation compare to competitors?”
“What’s the biggest risk here?”
The AI remembers the context and can go even deeper on specific areas.

Save Important Reports

Copy key findings to your notes or export the report for future reference. Reports capture a point-in-time analysis that’s useful to revisit.

Troubleshooting

”Deep Research is taking too long”

Reports typically complete in 30-90 seconds. If it’s taking longer:
  • Check your internet connection
  • Try refreshing and running again
  • Some complex companies may take slightly longer

”I don’t see the Deep Research option”

Deep Research is a Pro feature. If you don’t see it:
  • Confirm you have an active Pro subscription
  • Try logging out and back in
  • Upgrade to Pro if you’re on Free tier

”The report seems incomplete”

Occasionally, data availability issues can affect completeness:
  • Very new companies may have limited financial history
  • Some international stocks have less coverage
  • Try running the report again

Frequently Asked Questions

How many Deep Research reports can I run?

Pro subscribers can run unlimited Deep Research reports.

Can I run Deep Research on ETFs?

Yes, though the report is optimized for individual stocks. ETF reports focus on holdings, sector exposure, and relevant metrics for funds.

How current is the data in reports?

Financial data reflects the most recent quarterly filings. Market data is real-time. The report indicates key dates for context.

Can I download or share Deep Research reports?

You can copy the text from reports. Direct PDF export may be available—check for an export option in the report interface.

Does Deep Research work on international stocks?

Yes, for many international stocks, though data coverage varies by market. US stocks have the most comprehensive data.