Starting a Chat
Navigate to a Company Page or Open a Filing
Go to any company page on app.insighthread.com or click into any specific filing or news event from your feed. The page you’re on sets the context the AI will use when answering your questions.
Click the AI Chat Button
Select the Ask AI button in the top right of the company page or filing view. The chat panel opens with the current company or document already loaded into context — you’ll see a confirmation of which filing or company the AI is focused on.
What to Ask
AI Chat is designed for the kinds of questions a serious investor actually asks. Here are examples organized by research goal:About Financials
About Financials
- “What was their revenue growth year-over-year in this 10-Q?”
- “How has gross margin trended over the last four quarters?”
- “What is their current debt-to-equity ratio based on the most recent 10-K?”
- “How much free cash flow did they generate in the last fiscal year?”
About Risk Factors
About Risk Factors
- “What are the top three risk factors mentioned in this 10-K?”
- “Have any new risk factors been added compared to the prior year’s filing?”
- “Is there any language about going-concern risk or liquidity concerns?”
About Management Tone
About Management Tone
- “Did management sound confident or cautious on the most recent earnings call?”
- “What forward guidance did the CEO give in the latest 10-Q?”
- “Has management’s language around margins changed compared to last quarter?”
About Specific Filings
About Specific Filings
- “Summarize the key disclosures in this 8-K.”
- “What triggered this Form 4 filing, and how large was the transaction?”
- “What operational changes are mentioned in the MD&A section of this 10-Q?”
About Competitive Position
About Competitive Position
- “How does their cash position compare to industry peers mentioned in the filing?”
- “Does management discuss any competitive threats in this 10-K?”
- “What market share claims does the company make, and where are they sourced?”
How AI Sources Its Answers
Every answer AI Chat gives is drawn directly from SEC filings — not from news articles, analyst summaries, or third-party data providers. When the AI cites a figure or quotes language, it comes from the underlying EDGAR document. This matters because:- No editorial layer — You get what management actually filed, not a journalist’s interpretation of it.
- Traceable answers — Key figures and quotes are tied back to the specific filing section so you can verify them yourself.
- Consistent primary source — Whether you’re asking about a company’s 2019 10-K or last week’s 8-K, the AI pulls from the same authoritative document store.
Navigating Long Documents
SEC filings can run to hundreds of pages. A full 10-K for a large-cap company often exceeds 200 pages, with dense legal language spread across the Business Overview, Risk Factors, MD&A, Financial Statements, and Notes to Financial Statements. AI Chat lets you navigate these documents section by section without reading every word:- Ask the AI to summarize a specific section: “Summarize the Risk Factors section of this 10-K.”
- Ask it to pull a specific data point: “What does the cash flow statement show for investing activities?”
- Ask it to compare sections across filings: “How did the MD&A discussion of liquidity change between the last two 10-Qs?”
- Ask it to flag changes: “Are there any new disclosures in this 10-Q that weren’t in the prior quarter’s filing?”
AI Chat is provided for informational and research purposes only. Nothing in AI Chat constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment. Always conduct your own due diligence and consult a qualified financial advisor before making investment decisions.