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