Reports now start with a scope you confirm
Announcement · By dibsresearch · · Updated
The Associate now chooses how deep to go. For a broad task it proposes a report, and the report runs in the background once you confirm what it covers.
On 22 October we changed how the Associate handles larger pieces of work. It now decides for each question how far it needs to dig. A broad task becomes a report: the Associate first proposes what the report will cover, and the report runs in the background once you confirm.
Until then, you set the effort yourself, and Deep Research was a separate mode. The settings changed little in the answers, and a long run could pull in companies you had not asked about. A question about one figure needs a quick answer. A comparison across several companies and years needs a plan you can see before the work starts.
You start a report from Create in the composer, or by asking for one. Ask for a report on Microsoft, Alphabet and Amazon over the last 8 quarters, and the Associate answers with a card before anything runs. The card lists the three companies, the data the report will read, the period and the sections: a summary, the key figures compared, one section per company and one called Gaps.
Nothing runs until you press Start report. On the card you can remove a company, add one by name or ticker, add a suggested peer, change the data or the period, and leave a note. Once you start, the report works within a fixed budget and reads only what the scope allows. You get a notification in the app when it’s ready.
Before you see the report, its figures are checked against the sources it cites, the same way as in a chat answer. A passage the sources contradict is rewritten once. A figure no cited source states is listed under Gaps, together with any part of the scope that did not run and anything the report looked for and did not find.
A report covers the companies you confirm. It doesn’t screen the whole market or pick companies for you, and a request without named companies asks you to add them first. Like every answer from the Associate, a report describes what the sources say and makes no recommendation to buy or sell.
Reports read the same data as the Associate: company KPIs, financial statements, filings and earnings releases, and official statistics. As our KPI data reaches more companies, more of the figures in each report will come from values we have already checked.