> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kepler.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Release notes

> What's new in Kepler, newest first.

<Update label="Week of July 27">
  ## <Icon icon="arrow-trend-up" color="#3d6b38" /> 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.

  ## <Icon icon="microphone-lines" color="#3d6b38" /> 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.
</Update>

<Update label="Week of July 20">
  ## <Icon icon="magnifying-glass" color="#3d6b38" /> 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.

  ## <Icon icon="scroll" color="#3d6b38" /> 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.
</Update>

<Update label="Week of July 13">
  ## <Icon icon="share-nodes" color="#3d6b38" /> 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.

  ## <Icon icon="table-columns" color="#3d6b38" /> Annual and quarterly reports, split out

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

  ## <Icon icon="bullseye" color="#3d6b38" /> 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.
</Update>

<Update label="Week of July 6">
  ## <Icon icon="chart-simple" color="#3d6b38" /> 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.

  ## <Icon icon="folder-tree" color="#3d6b38" /> 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.
</Update>

<Update label="Week of June 29">
  ## <Icon icon="envelope" color="#3d6b38" /> 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](mailto:jo@kepler.ai) to get started.

  ## <Icon icon="paperclip" color="#3d6b38" /> 8-K exhibits in the viewer

  Open the exhibits attached to an 8-K directly in the filing viewer.
</Update>

<Update label="Week of June 22">
  ## <Icon icon="code-branch" color="#3d6b38" /> 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.

  ## <Icon icon="file-lines" color="#3d6b38" /> Word documents

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

  ## <Icon icon="signal" color="#3d6b38" /> Status page

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

  ## <Icon icon="compass" color="#3d6b38" /> Guided onboarding

  New users get a guided walkthrough, from first question to cited answer.
</Update>

<Update label="Week of June 15">
  ## <Icon icon="plug" color="#3d6b38" /> 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.

  ## <Icon icon="globe" color="#3d6b38" /> Choose your web sources

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

<Update label="Week of June 8">
  ## <Icon icon="calculator" color="#3d6b38" /> 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.

  ## <Icon icon="paperclip" color="#3d6b38" /> Exhibits, read end to end

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

  ## <Icon icon="file-arrow-up" color="#3d6b38" /> Excel files in your library

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

  ## <Icon icon="building" color="#3d6b38" /> Company pages, restyled

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

<Update label="Week of June 1">
  ## <Icon icon="magnifying-glass" color="#3d6b38" /> Search your conversations

  Find any past chat in a keystroke from the sidebar.

  ## <Icon icon="puzzle-piece" color="#3d6b38" /> Personalized skills

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

  ## <Icon icon="book-open" color="#3d6b38" /> 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.

  ## <Icon icon="copy" color="#3d6b38" /> Copy or export any filing table

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

<Update label="Week of May 25">
  ## <Icon icon="chart-line" color="#3d6b38" /> 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.

  ## <Icon icon="flask" color="#3d6b38" /> 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.
</Update>

<Update label="Week of May 18">
  ## <Icon icon="scale-balanced" color="#3d6b38" /> 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.

  ## <Icon icon="table" color="#3d6b38" /> Inline data tables

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

<Update label="Week of May 11">
  ## <Icon icon="file-import" color="#3d6b38" /> 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.

  ## <Icon icon="folder" color="#3d6b38" /> Projects

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

<Update label="Week of May 4">
  ## <Icon icon="newspaper" color="#3d6b38" /> News and press releases in every profile

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

<Update label="Week of April 27">
  ## <Icon icon="file-export" color="#3d6b38" /> Export to Excel

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

<Update label="Week of April 20">
  ## <Icon icon="table-cells" color="#3d6b38" /> 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.

  ## <Icon icon="id-card" color="#3d6b38" /> 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.
</Update>

<Update label="Week of April 13">
  ## <Icon icon="file-contract" color="#3d6b38" /> 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.

  ## <Icon icon="book-open-reader" color="#3d6b38" /> 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.

  ## <Icon icon="link" color="#3d6b38" /> 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.
</Update>