TrueName

AI-Native Investment Research

TrueName focuses on parts of the research process where AI can yield the greatest impact and differentiation compared to legacy tools. Our platform allows you to apply advanced reasoning over millions of documents, including news and public filings, and also features an AI chat with awareness of current market conditions.
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Answers

Get Answers...

  • Run powerful semantic search across millions of documents and news items.
  • A domain-expert AI can understand company or industry-specific questions and provide detailed answers, summaries, and reading lists.

...And Questions

  • The ability to answer questions is only half of the process. It is equally important to understand what is missing.
  • Given context like a press release, a trending topic, or even another question, TrueName can help the researcher achieve depth by generating more questions.
  • Example: Take a 10-Q filing and create a list of questions for management to answer.
  • POV feedback: Craft a press release and have TrueName read it from the point-of-view of an Equity Analyst (or an industry reporter, regulator, consumer, etc.).
  • Get immediate feedback in the form of questions and sentiment. Refine your document and see how the responses change.
Questions
Sentiment Analysis

Deep Topics and Sentiment Analysis

  • Leverage the power of semantic search to track hyper-specific topics that traditional keyword searches cannot discern.
  • Choose from curated topics or bring your own.
  • Instead of tracking 'Inflation', try 'Is fed tightening working?' To establish an edge, nuance matters!
  • Save valuable time when answering client emails. Our suite of optional integrations can scan an email or document and instantly provide answers and reading lists without having to leave your workspace.

Email and Document Integrations

  • Save valuable time when answering client emails. Our suite of optional integrations can scan an email or document and instantly provide answers and reading lists without having to leave your workspace.
Integrations
Audio

Audio (coming soon)

  • Apply all of TrueName's capabilities to live audio streams. Generate real-time questions, answers, sentiment scores, and topic-driven reading lists during earnings calls and other live events.