Terminal X - AI Financial Research & Analysis

Terminal X Overview
Welcome to Terminal X Enterprise. This document covers the platform's core features with step-by-step guidance to help you quickly access tools, streamline your workflow, and make informed decisions. Let’s explore how we can enhance your financial analysis and operations.
1. Navigation Panel
Tabs
Description
New Session
Click on this tab to come back to the landing page, and start a new query
Comps Builder
Feature in Development
Ask comps-related queries, and our AI agent retrieves and extracts insights from the comparative valuation metrics you searched for, in a structured table.

Key financials, valuation metrics, growth estimates, trading multiples, and industry benchmarks are sourced from top financial databases, with an integrated document viewer for accurate, auditable references.
Investment Memo
Feature in Development
Streamline your multi-step trade thesis and investment memo creation. Simply input a ticker, thesis, or focus and our AI generates a structured draft.

You can refine each section by editing manually, providing follow-up queries for AI-powered rewrites, or uploading PDFs for deeper context. The AI continuously integrates new inputs, ensuring a polished, data-backed memo tailored to your investment approach.
My Watchlist
Feature in Development
Track key tickers and stay updated on your portfolio companies and market movements. Get real-time actionable insights, set price alerts, react quickly with a customized feed tailored to your trade thesis.
My Log
View all your past queries by clicking this tab
Profile
Click on this tab to edit your profile information, change language preference, and contact customer support.
Entitlements
Seamlessly integrate your existing private data subscriptions to fully experience the power of the Terminal X platform. By securely inputting your login credentials, our Agent retrieves data from your sources on-demand (whenever you send a query to the Agent)—ensuring all the information you rely on is available in one place. Your data remains private and exclusive to you.

Note: “Comps Builder”, “Investment Memo”, “My Watchlist” are features we are currently developing. Please refer to the description and view the sample output on our platform to experience how it will function.
2. Language Setting
Click the Language Icon on the Landing Page or navigate to the Profile tab to set your preferred language. Once selected, every query result will include a translation button, allowing you to switch between languages. You are also able to ask questions in your preferred language. Please note, we only support Korean and Japanese for now.
3. Search
Source Filter
Easily toggle between your data ("Private Data Room") you've integrated into the platform, and our data ("Terminal X Sources"). This allows for a truly exhaustive search across millions of public and private sources, including Broker Research, Public Company Filings, Call Transcripts, Bloomberg, and Real-time Websearch.
This allows you to refine your queries and access the most relevant information for your needs. The default is set to Terminal X sources.
Time Filter
Select a specific time range for your search query with this filter. We’ll retrieve data that matches your chosen range. The default is set to Any Time, providing broader results.
Upload Documents
Upload PDFs and enhance your search results. Once uploaded, simply ask a query, and our AI agent will retrieve and synthesize relevant information based on the additional context you've provided.
4. Feature Chips
Our Feature Chips serve as intuitive shortcuts to help you get started quickly. Click on any chip to explore suggested queries or instantly access key features, making it easier to navigate and interact with the platform’s full capabilities.
Chips
Description
Trending Queries
Browse the most asked queries in the market, and stay up-to-date
Ticker Lookup
Real-time news, price-moving stories, public and private research, market sentiment, anything and everything about the ticker is there to keep you updated.
Public Comps
Latest valuation comps, precedent transactions with key deal terms.
Investment Memo
Assistant for your multi-step trade thesis and Investment Memo writeup.

5. Document Dashboard
The Document Dashboard on the landing page offers a quick shortcut to all sources the Terminal X Agent retrieves real-time, including Broker Research, Public filings, Call Transcripts, Bloomberg, and Live Websearch.
It also shows the latest private data you've accessed from your integrated Private Data Room. This allows you to stay updated on the market while keeping track of your ongoing investment research workflows.
Please note that what's shown here are sample features, which will be replaced with your real data once you become our Enterprise user. For demo purposes, we’ve created an interactive dashboard with sample data.

TERMINAL X

PRODUCT

Terminal X Agent

TECHNOLOGY

COMPANY