# 3. Future Roadmap

#### Expanded Knowledge Base Integration

* **Market Data**: Real-time and historical pricing, volumes, and market indicators
* **News Integration**: Curated financial news from premium sources
* **Regulatory Filings**: Expanded coverage of global regulatory documents
* **Central Bank Content**: Fed, ECB, and other central bank publications
* **Broker Research**: Licensed sell-side research integration

#### Enhanced Research Capabilities

* **Deep Research Mode**: Support for comprehensive, multi-hour research projects
* **Longitudinal Analysis**: Extended historical data beyond 12 months
* **Cross-Asset Analysis**: Integration of equity, fixed income, and alternative data
* **Thematic Research**: Industry-wide and macro theme analysis

#### Workflow Enhancements

* **Custom Templates**: Pre-built templates for common research workflows
  * Earnings analysis template
  * M\&A due diligence template
  * ESG assessment template
  * Sector rotation template
* **Saved Queries**: Reusable query library
* **Scheduled Reports**: Automated periodic analysis

#### Advanced Analytics

* **Batch Calculations**: Process multiple companies/metrics simultaneously
* **Portfolio-Level Analysis**: Aggregate analysis across entire portfolios
* **What-If Scenarios**: Sensitivity analysis and projections
* **Peer Universe Creation**: Dynamic peer group generation

#### Collaboration Features

* **Shared Research**: Team collaboration on queries
* **Annotation System**: Add notes to MCP outputs
* **Export Capabilities**: Direct integration with Excel, PowerBI
* **Audit Trail**: Complete history of research queries


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