Research Reports
Upload broker and analyst research, extract price targets automatically, and track expected value across your coverage universe.
The Research page is a personal library for broker and analyst research reports. Upload a PDF or DOCX and the app uses Claude AI to extract the covered stock symbol, three price-target scenarios (bear / base / bull) with probability estimates, and the report date. You can then review, correct, and annotate the extracted data.
Once price targets and probabilities are entered, the app computes a probability-weighted Expected Value (EV) for the stock and shows upside or downside vs the current price — so you can sort your coverage list by opportunity size at a glance.
Drag a PDF or DOCX file onto the upload zone at the top of the sidebar, or click the zone to open a file picker. You can also drag a file anywhere onto the research page — not just onto the zone itself.
- Supported formats: PDF and DOCX
- Maximum file size: 20 MB
- The file is stored and can be reopened at any time via the View file ↗ link
After upload the app extracts text from the document and sends it to Claude to identify the stock symbol, report date, and price-target scenarios. Extraction takes a few seconds. The result is shown immediately in the detail panel — review it and correct anything the AI got wrong.
⚠ AI extraction works best on clean, text-based PDFs. Scanned image PDFs and heavily formatted documents may produce incomplete or incorrect results — always verify the extracted targets before using them.
The left sidebar lists all reports visible to you, grouped by symbol. Within each symbol group reports are ordered newest-first; only the latest report is shown by default. Click the +N button next to a date to expand older reports for that symbol.
| Column | Description |
|---|---|
| 🌐 / 🔒 | Visibility. 🔒 Private (default) — only you can see it. 🌐 Public — all users can see it. Click to toggle (own reports only). |
| Sym | ASX ticker extracted from the report. A dash (—) means the symbol was not identified — set it manually in the detail panel. |
| Date | Report date extracted by AI, or upload date if the report date was not found. |
| EV% | Expected value upside vs current price. Green = positive expected value; red = negative. Blank if price targets or probabilities are incomplete. |
| Control | What it does |
|---|---|
| Column headers | Click Sym, Date, or EV% to sort by that column. Click again to reverse order. |
| Show only public reports | Filters the list to reports that have been marked public — useful for seeing what the rest of the team has shared. |
Click any report row to open it in the detail panel on the right. The panel shows:
Three scenario rows — Bear, Base, and Bull — each with a price range (Low / High) and a probability (%). The AI pre-fills these from the report; you can edit any field.
Once all nine fields are filled the panel shows a live EV row: the probability-weighted midpoint price, and its upside or downside percentage relative to today's price.
💡 EV = bear_prob × (bear_low + bear_high)/2 + base_prob × (base_low + base_high)/2 + bull_prob × (bull_low + bull_high)/2. Probabilities do not need to sum to 100% — the formula uses them as weights, so a 30/50/20 split is fine.
When a symbol is set, the panel shows live data from the backend: current price, market cap, 52-week high and low, and today's price change. These are used to compute the EV upside %.
If the AI did not identify a symbol, or got it wrong, type the correct ASX code and click Update. The company stats and EV% will refresh automatically.
Free-text notes field — use for investment thesis, key risks, or anything else relevant to the report. Click Save to persist notes and price-target edits together.
| Action | Description |
|---|---|
| View file ↗ | Opens the original PDF or DOCX in a new tab. |
| 🌐 Public / 🔒 Private | Toggles visibility. Public reports appear in other users' lists and can be read but not edited by them. |
| Delete | Permanently removes the report and its stored file. Only available on your own reports. |
All reports are private by default — only you can see them. Marking a report public makes it visible to all users, who can read the targets and notes and open the original file. Only the owner can edit price targets, notes, symbol, or visibility, and only the owner can delete the report.
The Show only public reports filter in the sidebar is useful for reviewing what others have shared without your own uploads cluttering the list.