Write a clear request
Name the company and the periods
Name the company and the periods
“Apple’s last three fiscal years” beats “Apple recently.” Specific periods give Kepler a clear target and make citations easier to verify. A ticker or CIK removes any ambiguity about which company you mean.
Say what structure you want
Say what structure you want
For a model, describe the statement type, the segments, the periods, and any formatting up front. Asking for “a 3-year annual income statement with each line cited to its 10-K” is faster than building something generic and reshaping it afterward.
Ask for what you will check
Ask for what you will check
If a specific number or driver matters, name it. “What drove the change in gross margin, with each figure cited” tells Kepler where to focus and what to source.
Work efficiently
Check availability before a deep dive
Check availability before a deep dive
Availability questions do not need a full run. Ask “is Nvidia’s latest 10-K and Q3 call available?” and Kepler answers instantly through
lookup_company. It is a quick way to confirm coverage before kicking off longer research.Expect runs to take a few minutes
Expect runs to take a few minutes
Kepler reads primary sources rather than summarizing from memory, so a run takes a few minutes, and longer for big models. The wait is the work. Your assistant streams progress while it goes, so let it finish rather than restarting.
Keep the thread going
Keep the thread going
Follow-ups stay in the same conversation, so Kepler keeps full context from earlier runs. Add a column, break out a segment, or compare against a peer as a follow-up. Start a new conversation only when you switch topics.
Pick up earlier runs
Pick up earlier runs
You do not need to start over to revisit work. Ask for “the Netflix model from yesterday” and your assistant finds it with
list_recent_runs, then continues it.Trust and verify
Read the sourcing report
Read the sourcing report
Every result includes a coverage summary that tells you whether each number is cited. When work has to be right, check it before you rely on an answer. See the sourcing report.
Trace a figure to its source
Trace a figure to its source
Citations are the point of Kepler. Open the link on any figure to see the exact filing or transcript it came from, and keep the links intact when you share or paste a result.
Export for downstream work
Export for downstream work
When you need the raw numbers, ask for a sheet as CSV and your assistant returns it through
get_workbook_data, or download the workbook as .xlsx. Every cell still traces back to a source.See it end to end
Walk through full conversations that put these practices to work.