AllMind AI
AllMind · Business
AllMind AI is an AI research terminal for institutional investors, pairing 750M+ cited filings and broker research with agents that draft memos, grids, and models.
About AllMind AI
What Is AllMind AI
AllMind AI is an AI investment research platform built for professional equity research, not for casual stock watching. It connects 6,800+ licensed data sources from more than 100 providers to a firm's own documents, then lets analysts ask questions in plain language and get answers with the source attached.
The problem it addresses is the gap between data and evidence. A general chatbot will read any filing you paste into it, but it has no map of which supplier moves which margin, which broker estimate belongs to which model, or which footnote changed a number. AllMind stores companies, securities, events, and their relationships as objects in a financial ontology, so a question about gross margin arrives with the earnings call already linked to it.
The tradeoff is fit. This is institutional research software with custom pricing, a sales process, and coverage limited to 18 markets in North America and Europe. An individual investor or a small fund that wants a $30 monthly plan won't find one here, and Asia, Africa, and Latin America sit on the roadmap rather than in the catalog.
Getting Started
- Book a demo through allmind.ai and walk the team through your coverage universe, data entitlements, and the deliverables your analysts produce.
- Agree on seats, deployment (web platform, single tenant, or on-premises), and which internal systems to connect, such as SharePoint, Snowflake, or a research management platform.
- Sign in and open Document Search or Chat first, scoping sources to filings, transcripts, broker research, news, or a specific Data Room.
- Save the questions your team repeats as Grids columns or Agent Studio automations, then move findings into Reports for a cited first draft.
Product Information
A quick look at AllMind AI's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Buy-side analysts at asset managers and hedge funds
- Sell-side research desks
- Investor relations and corporate strategy teams
Tasks
- Same-day earnings call analysis
- Quarterly KPI extraction across a coverage list
- Drafting an investment memo or initiation primer
Scenarios
- A new name lands on the desk the afternoon before a meeting
- A credit or covenant question arrives from the portfolio manager
- The quarterly reporting cycle repeats
Key features
Cited Chat Across 750M+ Documents
Chat answers questions in natural language and attaches a citation to every claim, drawn from SEC and SEDAR+ filings, global filings across 18 markets, earnings transcripts, broker research, expert interviews, and news. You can scope a thread to a single 10-K, a Data Room, or the full corpus before asking.
Grids for Coverage-Wide Questions
Tickers run down the rows and questions across the columns, with a cited answer in each cell. Paste a ticker list or import a file, save the column set as a template, and rerun it each quarter. The grid exports to Excel when the numbers need to go into a model.
Reports, Models, and Decks
Reports drafts five formats: earnings reviews, investment memos, comps analyses, credit notes, and company primers. You set the outline and house template first. The terminal also builds Excel models with live formulas, drafts PowerPoint from more than 20 investment bank templates, and edits existing XLSX, PPTX, and DOCX files.
Data Rooms Scoped to a Deal
Each room holds one deal, name, or project, and the AI answers only from what sits inside it. Fill a room from uploads, filings pulled by ticker and date range, synced Google Drive or OneDrive folders, or a Snowflake, Databricks, or S3 connection queried in place.
Agent Studio and Overnight Monitors
Background agents run deep dives in parallel, schedule recurring briefs, and watch filings, transcripts, and news for changes. A monitoring agent can test a stated thesis against each new document and flag evidence that cuts either way, then notify the analyst when it finishes.
Data Viewer with FactSet and LSEG Data
One screen opens live quotes, FactSet fundamentals with 70+ years of history, LSEG (IBES) estimates and price targets, comps, supply chain relationships, ESG data, and the document archive for 30,000+ securities. Any table exports to CSV or Excel, and selected cells can be pushed into Chat.
A Financial Ontology for Firm Data
The ontology treats a company as one object across an 8-K, a transcript, and an internal note, and stores what each relationship does. Firm notes, models, and positions join the same graph, and warehouses such as Snowflake, Databricks, and BigQuery can be queried where they live. Access runs through the web platform, on-premises, MCP, or APIs.
Pros and cons
Pros
- Evidence stays attached: chat answers, grid cells, and report claims each link to the document behind them, which shortens the check before a number reaches a model.
- Workflow coverage is wide: search, KPI grids, report drafting, Excel models, and monitoring sit in one terminal instead of five subscriptions.
- Repeatable process: saved Grids templates and scheduled agents rerun the same steps on the same cadence and report exceptions.
- Data licensing is already in place: named providers include S&P Global, FactSet, LSEG, MSCI, and Third Bridge, with broker research following firm entitlements.
- Deployment fits enterprise rules: single tenant, on-premises, MCP, and API options cover teams that can't send documents to a shared cloud.
Cons
- No public price and no self-serve signup: you need a sales conversation before you can test the product on your own coverage.
- Coverage stops at 18 markets in North America and Europe: teams researching Asia, Africa, or Latin America will find gaps until the roadmap expands.
- Output still needs an analyst: the vendor itself says material figures, assumptions, and conclusions require review before use.
- Broker research depends on entitlements: what you can read aftermarket versus at publication time varies by provider and by your firm's contracts.
Frequently asked questions
AllMind AI is an AI research terminal for institutional investors. It combines licensed financial data, filings, transcripts, and a firm's own documents in one workspace, with cited answers and agents that produce grids, reports, and models.
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