Write Complex Finance Research Reports in less than an hour
We’re excited to announce we’ve launched our new Custom Report Builder feature that allows you to generate finance-specific report drafts, such as Market Letters, Investment Memos, and Due Diligence Questionnaires (DDQ), in minutes! Learn how you can get the perfectly formatted report with all the right research pulled—Terminal X’s Custom Report Builder is built to save you hours.
View Sample Market Letter
Market Letter — How it’s done on Terminal X
Let’s imagine you have to write a market update letter to your clients on Trump Tariffs ASAP.
Give foundational instructions
Here, you are instructing our AI Agent how you’d like your report to be structured and specify the types of sources to incorporate into your letter’s content.
Input Examples & Best Practice
Input Fields | Example | Best Practices |
Report Title
Required | Trumps Reciprocal Nightmare | Best to put your topic |
Report Reference Date
Optional | Apr 2 2025 - Apr 3 2025 | The date of the event or coverage range of sources you want |
Prompt
Required | Market report on the liberation day, focusing on reciprocal tariffs, wall street and market reactions, and outlook post announcement | The more detailed the better. Provide context for focus, items to cover etc to ensure it addresses. If there is little context, our system will determine its own. |
Select Sources
Required | "All Sources" are selected by default | If it’s an obscure topic, we recommend including websearch for better results. |
Upload Sample Report
Required | Past market letters written | Market letters with clear headers and table of content. |
Add Your Own Sources
Optional but recommended | Any private data you own and wish to reference in the letter, e.g. Broker Research, other similar market letters, web sources, Bloomberg articles, etc. | Any pdf documents with research you want to highlight in the content of the report. |
Tailor your report to your preference
✅ Upload a Sample Report – Want your report to match your firm’s style? Simply upload a past market letter, and our agent will mirror its structure, length, and formatting—but with your new topic and data.
✅ Add Your Own Sources – Have proprietary research or third-party reports? Upload them, and our agent will prioritize these insights while drafting your report.
✅ Total Data Security – Every report is built in a highly controlled, auditable process. We never store your uploaded files or data, ensuring complete confidentiality.
Control the research and dataset that powers your reports
By default, our AI agent pulls from trusted sources like Broker Research, Public Filings, Call Transcripts, Bloomberg, and Real-time Web data.
If you have integrated your firm-wide private data to Terminal X, you can select “Private Data Room” as the source you want to reference. In that case, our Agent will only reference information from your internal data to generate the contents in the report.
Many of our Enterprise Clients prefer to integrate their firm-wide private data with Terminal X to utilize it as a Centralized Research Hub that:
✅ Searches and pulls insights from both private and public data
✅ Generates high-quality investment memos and market letters
✅ Streamlines firm-wide knowledge sharing—all in a secure and seamless way
This eliminates the need to sift through countless files for that investment memo or research from years ago, saving you valuable time, enhancing productivity (our client-reported ROI on such workflow is 15x) when referencing past work for your current reports.
You can also choose to base your report solely on your own uploaded sources by clicking on the “ONLY base my report on these uploaded sources” checkbox. Giving you a granular level of source control.
Every report created in Terminal X includes in-line citations, so you can audit sources at a glance. No black box.
Review generated report
Our AI Agent structures the letter, pulling relevant insights from trusted sources so you can quickly refine and finalize. Giving you a report created in 5-20 minutes.
Terminal X vs Other Gen AI tools
When we tested the Market Letter report feature across Gen AI platforms, Terminal X clearly outperformed. Our agent cited premium sources like Bloomberg and CNBC, along with investment research from Morgan Stanley, Bank of America, and other top-tier institutions. The competing tool? No institutional research, fewer citations, and weaker insight.
When we asked Perplexity “compare the two market reports. analyze which one's better for the finance vertical and why”, it chose Terminal X. 
Needless to say, we agree.
Try out our current report builder feature to create Market Letters, Investment Memos and Due Diligence Questionnaires on https://theterminalx.com/agent/enterprise
What’s next?
We’re expanding our report offerings! Upcoming templates include:
📌 Earnings Call Q&A Reports
📌 Quarterly Investor Update