Go to any company profile and find in-depth financial statements and calculations waiting. Use the Financials and Analysis tabs to see these details in live spreadsheets, every cell showing its formula and citing its filing.
We moved document storage and source previews onto upgraded infrastructure. One note: chats started before the upgrade won’t show source previews. Ask again in a new chat to get them.
Paste a link into a chat and Kepler reads that page directly, articles and PDFs alike, rather than searching the web around it. What it quotes is cited to the page, click-through included.
Kepler is now an MCP in Claude! Pull cited Kepler research into any Claude conversation, every number traced to its source, same as in the app. Now use Claude as you normally would, but without worrying about hallucinations.
Pick a company and a period, run a workflow, and get back a full report: tables computed in code, every figure cited, runs you can share. Get in touch with your Kepler team to have custom workflows created to fit your day-to-day needs.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
