The Home page is your starting point in the application. It gives you a quick overview of your activity and provides direct access to the main sections of the platform.
From the homepage, you can:
The Company page gives you a complete view of a company, from high-level information to detailed financial data. You can search for a company, explore its profile, follow its market evolution, review financial statements, and access detailed disclosures, all in one place.
When you open the Company page, you first see a search bar at the top of the screen. This search bar allows you to quickly find a company by typing its name. As you type, relevant companies appear in the results. Clicking on a company, for example BNP Paribas, takes you directly to its dedicated company page. Below the search bar, you will also find three sections designed to make navigation easier:
These shortcuts help you quickly access companies you already explored or commonly followed ones.
After selecting a company, you land by default on the Overview tab. This section provides a clear summary of the company. You can see key information such as the company’s country, sector, and type of activity. A short description explains what the company does and its position within its group. Below this summary, you will find the Market Evolution chart. This graph shows how the company has evolved over time on the market, helping you quickly understand its performance trend.
Further down the page, you can explore the company’s peer companies, which helps you identify comparable organizations in the same sector. On the right side of the overview, a News section displays the latest articles and updates related to the company, allowing you to stay informed about recent developments.
The Financial Statements tab allows you to explore the company's financial data in a structured and comparable way. It is organized into three sub-tabs, each covering a distinct area of the company's finances:
The main element of each sub-tab is a large financial table. On the left side, you will find the list of financial items each row represents a specific metric reported by the company. Across the top, each column corresponds to a reporting year, with the most recent year appearing first. This layout lets you compare the same metric across multiple years at a glance and quickly identify trends, increases, or decreases over time. All values are expressed in a consistent unit indicated in the table header (e.g. In Millions EUR).
Every value in the table is clickable. Clicking on a figure opens the company's source report in a new tab and automatically navigates to the exact location in the document where that figure appears. This allows you to verify the data directly in its original context without having to search manually through the report.
The Disclosures tab gives access to the narrative and explanatory items that companies publish alongside their figures in regulatory filings. A disclosure is a labeled block of text or information (for example on accounting policies, estimates, segment reporting, or risk) that is tied to a standard taxonomy so each item can be identified consistently and linked back to where it appears in the official report.
At the top, use the search field or dropdown to find and select a disclosure. When you choose one, the main panel shows the excerpt from the filing that corresponds to that disclosure the same passage as in the source document, not a generic summary.
Above the content you can:
The Screening page allows you to build a selection of companies based on specific criteria, and use that selection across other sections of the application.
At the top of the page, you can define your search criteria using a set of filters:
If you need more precision, you can expand the Advanced Filters panel to filter companies by a specific financial or extra-financial metric.
Once your criteria are set, launch the search. All companies matching your filters will be displayed in the results table below.
The results are presented in a table with the following columns: Company name, Industrial sector, Country, Index, and Actions.
The Actions column provides two quick-access buttons for each company:
At the bottom of the table, you can control the number of results displayed per page using the Items per page setting.
You can select one or multiple companies by checking the checkbox next to each row. Selected companies are added to your current selection.
Once your selection is ready, three options are available:
The Comparison page allows users to analyze multiple companies simultaneously, providing a clear and actionable overview without the need to review multiple reports individually.
Users select two or more companies, then define the comparison scope by choosing:
Once the query is executed, the relevant data is displayed in a structured format for each company. This enables quick identification of difference.
Each value in the comparison table is interactive.
For disclosures, click opens a modal with the full disclosure text; you can still use See in report to open the source report at the exact passage.
For metrics, clicking a figure opens the report and scrolls to where that value is shown.
After the results are shown, you can download the content for reuse outside the app.
The Benchmark page provides detailed and qualitative comparisons on financial, extra-financial, and XBRL topics, allowing you to benchmark practices and performance across companies.
The page is organized into three tabs: XBRL, Financials, and Sustainability. When you first open the Benchmark page, you land on the XBRL tab by default.
The XBRL tab helps you explore how companies use XBRL metrics in their filings. It is divided into four sections:
The Mappings section lets you search by human-readable label to discover which technical XBRL names companies actually use for that concept.
Type a human label in the search bar for example, interest income. The results show:
This is particularly useful when you want to verify naming consistency across filings or identify tagging discrepancies between companies.
The Human Labels section works in the opposite direction: you enter a technical XBRL name to find the human-readable labels companies associate with that metric.
Type a technical name in the search bar to see all the labels that have been used for it across different filings, along with the companies using each variant.
The Financials tab gives you access to specific financial benchmarks extracted from company filings. It is organized into six sections:
Identify the cash-generating units (CGUs) mentioned in filings, along with the weighted average cost of capital (WACC) and growth rates used for impairment projections. This lets you compare valuation assumptions across companies and assess the consistency of their inputs.
View and compare depreciation periods for all asset types across companies. This section helps you understand how organizations set the useful life for both tangible and intangible assets, enabling benchmarking of amortization and depreciation policies.
Extract and compare the key actuarial assumptions used in pension valuations, including the discount rate and the salary growth rate. Comparing these assumptions across companies can reveal significant differences in pension liability estimates.
Collect goodwill-related metrics such as impairment amounts and ratios. This section also identifies the cash-generating units subject to goodwill impairment and surfaces the reasons companies disclose for recognizing that depreciation, making cross-company analysis more actionable.
Retrieve all share-based payment plans disclosed by each company. This section gives you a structured overview of the plans in place and helps you compare compensation structures across companies.
Identify the assets recognized and the prices allocated for each acquisition. This section surfaces the breakdown disclosed by companies following business combinations, making it easier to compare acquisition accounting across deals and entities.
The AI Sandbox allows you to precisely control which companies and content are shared with the AI. By defining scopes, request types, and output formats, you can extract insights, generate summaries, or retrieve structured information all driven by your own prompt.
This guide walks you step by step through a typical workflow in the AI Sandbox.
Once you land on the AI Sandbox page, start by selecting the companies you want to analyze.
You can choose companies in two ways:
You can select one or several companies depending on your analysis needs.
Next, choose the Report Scope using the dropdown menu.
This step defines which reports or documents from the selected companies will be included in the analysis.
You now define what type of content the AI should analyze.
You can choose between:
Enter a specific keyword to search within the selected document.
When a user initiates a search:
A highlighting mechanism visually indicates the occurrences of the search term within each fragment.
Describe in natural language what you are looking for. The AI will retrieve the most relevant data based on your description. Unlike traditional keyword-based search, semantic search aims to understand the meaning behind a query and relies on natural language processing (NLP) and deep learning.
The user enters a query (e.g., greenhouse gas). The semantic search engine analyses the query and compares it to all reports in the database.
Alternatively, you can manually select specific disclosures:
Choose how the AI should process the companies content using the switch button:
One by One : each company is analyzed individually, independently of the others.
Best used when:
All Together : all selected companies content is analyzed.
Best used when:
Click the help icon for a detailed explanation directly in the interface.
Select how the AI should structure its output.
Unstructured text output.
Used for :
Structured data output.
Used for :
Categorization into predefined labels.
Used for :
Request Type: All together
Available formats
Request Type: One by One
Available formats
Detailed explanations are available via the help icon.
Type your prompt to instruct the AI on how to process the selected content. Your prompt should clearly specify:
Synthesis (All together / Free-form)
Based on the provided content, can you identify the types of information typically included in each goodwill disclosure, and indicate which ones are less commonly reported?
Data Extraction (One by one / Extraction)
Here are excerpts from URD containing information about employees. Please extract the following information about the entity's employees:
Classification (One by one / Classification)
I provide content from URD mentioning information about the different categories of systemically important banks. Based on this content, determine whether the entity belongs to any of the following classes:
Once everything is set:
