> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Rallies Deep Research Mode

> Use Deep Research Mode for comprehensive 100-point stock analysis in 60 seconds. Get detailed financials, valuation, technical analysis, and bull/bear cases. Rallies Pro feature.

# 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 →](/billing/upgrade)

## 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 →](/ai-assistant/limitations)

## Deep Research vs. Regular AI Chat

| Feature       | Regular Chat          | Deep Research         |
| ------------- | --------------------- | --------------------- |
| Response time | Seconds               | \~60 seconds          |
| Depth         | Answers your question | Comprehensive report  |
| Structure     | Conversational        | Organized sections    |
| Coverage      | What you ask about    | 100+ analysis points  |
| Best for      | Quick questions       | Full 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](/billing/upgrade) 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.

***

## Related Articles

* [Using AI for Stock Analysis](/ai-assistant/stock-analysis)
* [How the AI Research Assistant Works](/ai-assistant/how-it-works)
* [Free vs. Premium Features](/billing/free-vs-premium)
* [What Can I Ask the AI?](/ai-assistant/what-to-ask)