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Analyst ratings and estimates

Consensus ratings, price target ranges, and quarterly results measured against street estimates, on every company page and in chat. Drill into the covering firms and each analyst’s track record.

Extended transcripts covering all company events

Research across investor days, capital markets days, conference presentations, and M&A calls with the same transcript coverage as earnings calls, every quote cited to the event it came from.

Search inside your documents

Library search reads the full text of every file, so a phrase, a name, or a number finds the document it lives in, whatever the file is called.

Polished document reader

PDFs and decks open full width and scroll continuously from cover to close. Zoom stays sharp at any size, and clicking a citation drops you on the exact page with the source highlighted.

Share a chat with anyone

Send someone a link and they read the whole chat, citations and workbooks included, without a Kepler account. They click through to your sources exactly as you would. Monitor who opens your link and revoke access whenever.

Annual and quarterly reports, split out

Financials separate into annual and quarterly views, so you pull the period you need without hunting for it.

Citations reach the footnotes

Numbers buried in a filing’s footnotes and exhibits carry the same click-through citation as the face of the statements.

Key Metrics

Fully diluted shares, market cap, and enterprise value on every company page, computed in code from the filings, never written by a model. Value a name point in time, on weighted-average shares, or at a deal price.

Document browser

Browse and manage everything in your workspace as a folder tree, with search and paging across your files. Review documents you have emailed, uploaded, or have access to through your SharePoint. Start a new chat from any one or multiple documents.

Forward email into Kepler

Forward an email to your Kepler inbox and research across it like any other document, citations included. Send any email and attachment to jo@kepler.ai to get started.

8-K exhibits in the viewer

Open the exhibits attached to an 8-K directly in the filing viewer.

Model routing and failover

Every question routes to the right model tier on its own, and if a provider goes down Kepler fails over to a backup so your work keeps moving. You can also set the tier yourself from the chat input.

Word documents

Upload .docx files, read them in-app, and cite them the same way you would a filing.

Status page

A live status page for the platform, so you can check availability at a glance.

Guided onboarding

New users get a guided walkthrough, from first question to cited answer.

SharePoint connector (Alpha)

Connect your firm’s SharePoint, choose the sites and folders Kepler can see, and research across your own documents with citations that land on the exact page.

Choose your web sources

Tell the agent which websites to search, so answers draw only on the sources your team trusts.

Capitalization workflows

Run fully diluted shares, equity value, enterprise value, or capital structure as a workflow, computed as of any date you name and traced field by field to the filings.

Exhibits, read end to end

Kepler reads the attachments and exhibits filed alongside a document, so material contracts and schedules land in the answer.

Excel files in your library

Upload workbooks to your library and pull them into a chat.

Company pages, restyled

Filings grouped by category with a cleaner sidebar, so the document you want is a click away.

Search your conversations

Find any past chat in a keystroke from the sidebar.

Personalized skills

Tailor Kepler’s analysis skills to your own methodology, so each workflow runs the way your team does it, every time.

Read an entire filing, start to finish

Ask for a full read and Kepler works through the whole filing in one pass, so nothing gets missed.

Copy or export any filing table

Lift a whole table out of a filing in one click, straight to your clipboard or to Excel.

Valuation and trading comps

Enterprise value, equity value, EV/EBITDA, P/E, fully diluted shares, and capital structure, each computed in code and linked to the filing it draws from.

Bring your own model (Alpha)

Upload an Excel workbook and ask questions against it next to Kepler’s data, with every figure tied back to where it came from.

Compare companies side by side

Line up a peer set and compare the metrics that matter, every figure on the table linked to the filing it came from.

Inline data tables

Results come back as clean tables you can scan at a glance and copy straight into your own model.

Bring your own documents (Alpha)

Add your own PDFs, memos, and notes to a session and research across them exactly as you would a filing.

Projects

Group your research, sheets, and sources into projects, so a coverage name or live deal stays together in one place.

News and press releases in every profile

Company profiles carry the latest news and press releases, each headline linked to its source.

Export to Excel

Pull any dataset out of a filing and download it as a clean Excel workbook, with formulas and structure intact.

Build financial models in chat (Alpha)

Ask for a model and watch the workbook build cell by cell. Every formula is visible and every number traces to the figure it came from, so the math is yours to verify. Prices are split-adjusted and cited.

Company profiles

Every company has a profile that pulls its stock chart, filings, earnings transcripts, investor decks, and news into one place, showing only the data available for that name.

Every major US filing, fully covered

Research across 10-Ks, 10-Qs, 8-Ks, proxy statements, IPO prospectuses (S-1), and international filings (20-F), with earnings call transcripts alongside them. Open any filing and jump straight to the section you need.

Read filings in-app

Filings render in a built-in viewer with zoom, full-width tables, and embedded exhibits intact. No download needed, no tab-switching.

Click any number, see its source

Every figure in an answer traces to the exact line of the filing behind it, in prose, in tables, and across company comparisons. The work shows itself.