Ask about any company. Read the answer at its source.
The Associate is the AI research assistant in dibsresearch. It searches filings, company documents, rulings and official statistics, shows each step while it works, and names its sources in the answer — open a cited document at the passage.
The steps it took. The sources it used.
A recorded answer from the Associate, as the app draws it: Microsoft’s Intelligent Cloud segment in fiscal 2025, from the 10-K. Six parts make it something you can check.
Your question, in plain language
Ask it as you would ask a colleague. Pin a company with @ and it stays in scope for the question.
Its steps, while it works
Loading fundamentals, loading SEC filings, searching the document library, reading a document — each step is named as it happens and stays one click away afterwards.
A named source under the claim
The chip says what it is and when — SEC Filing · 30 Jul — in the words a search result uses.
The passage, with the sentence marked
Hover the chip and the passage it matched opens, the sentence the answer quotes marked inside it.
The document, at that passage
“Open document” opens the filing in the reading pane over the thread, at that passage.
Ways to keep it
Copy it, add it to Notes, fork the conversation from here, save the question as an agent, or have it written up as a cited report.
You choose what it reads, and how far it goes
The Associate reads the same index the search runs on — twelve shelves, from SEC filings and company documents to regulators, courts, research papers, news and your own notes and uploads. Untick a shelf and it stays out for the conversation; the server holds the Associate to it.
Hand it the long question
Deep Research plans the work, shows you the plan and works through it step by step in the background while you keep chatting. It comes back to the conversation with a cited analysis, or the cited report you asked for — export it as a PDF or a PowerPoint deck, or save it to Notes as an editable note. Up to three runs at a time.
If a question asks it to build something — a watchlist, a grid, a saved screen — it asks first. Nothing changes in your workspace until you approve.
More than search: the tools behind an answer
An answer is built from tools the Associate calls as it goes, each one reading a part of the record. The ones it has today:
The full text of documents
Filings, releases, presentations, rulings and notices — searched, then read around the passage.
What changed between two filings
A 10-K or 10-Q against the previous one of its kind: risk factors, MD&A and legal proceedings first.
Financial statements
Income statement, balance sheet and cash flow, up to ten periods, from the company’s own filings.
A screen on reported fundamentals
About 6,000 SEC filers by size, growth, margins or leverage — no price-based measures.
Official statistics
From the publisher itself — BLS, BEA, the Federal Reserve, the ECB, the Bank of England, EIA, the Census Bureau.
Our own series
H-1B filings, adverse-event reports, consumer complaints, Medicare drug spending, emissions, Wikipedia attention — by company, with the calculation behind each figure on record.
Sanctions and export controls
OFAC, BIS, State Department, UK and EU listings that name a company we cover.
Enforcement and merger cases
The FTC, SEC, CFPB, CFTC, DOJ and the UK’s CMA.
Medicines in the EU
EMA authorisations, opinions, refusals and withdrawals.
Congressional Research Service
CRS Reports, Insights and In Focus papers, in full text.
AI and tech developments
Model releases, policy and compute posts and papers, linked to companies and themes.
Your watchlists and portfolios
It reads your lists and holdings and answers about the companies in them.
Open it next to the document you are reading
The Associate opens beside a document, a grid or a company’s financials and starts from what is on the screen. In a document it offers four first questions: summarise it, pull its key figures with their passages, compare it with the last one of its kind, and what it means for the company.
Keep a topic together
A project holds its chats, the files you add, documents and saved searches from the library, the notes and grids made in it, and instructions it follows in every chat. Your history in it is private.
Let it run on a schedule
Start from a ready-made agent — Company Primer, Due Diligence, Guidance Tracker, Industry Primer — or write your own, with {company} as a placeholder. Put it on a schedule: daily, weekly, monthly or when new documents arrive. When it has run, the result is in your notifications.
Information and analysis — never advice
No investment advice
No buy, sell or hold, no ratings, no price targets, no valuation calls. Asked for one, it says so and shows what the filings and data say instead.
No market prices
dibsresearch carries no licensed price data — no quotes, returns, options or short interest. The Associate says so rather than guessing.
Sources you can check
Answers name the documents they draw on, and a cited document opens at the passage, so a figure can be checked where it was filed.
Marked as AI
Under every answer the composer says it plainly: AI-generated — the Associate can make mistakes, so check figures and citations against the source documents.