Coming soon to App Store

Powerful equity research.
Built for Mac.

Financials, market data, company insights, and Excel models in one native Mac app

FilrAI Overview showing The Trade Desk's company description, price chart, and five years of financial results.

Document Viewer

Go further with company filings.

View IR material, quickly navigate SEC filings, and keep your ideas in one place. Copy and export tables directly into Excel.

Apple's annual filing open in FilrAI, with multiple company filing tabs, section navigation, and an Export table button.
Tabs & navigation

Keep your documents together.

Move between filings, investor materials, and uploaded research in tabs. Group documents by company, rearrange them, or open one in a separate window.

Jump between sections with Outline, and use native Mac shortcuts like ⌘⇧T to reopen a closed tab.

XBRL & table export

Put the numbers to work.

See the XBRL data behind a reported figure, including its period, units, and dimensions. Export financial tables to Excel or CSV for further analysis.

For tables with untagged XBRL data, select a table region with Extract table and copy it into your spreadsheet.

Search & document chat

Can’t find the answer?

Ask chat directly in the document. Accelerate searches with AI-Assisted find matches.

  • Go straight to the evidence. Select a citation under Document sources to jump directly to the context in the viewer.
Explore document chat
Document Chat answering a question about Apple's lease obligations, with linked document sources below the answer.
Annotations & notes

Never miss a mark.

Keep your annotations and notes in one place. Annotations are bookmarked to pick up where you left off.

  • Capture an idea with ⌘E. Select text, add a description, and mark its importance.
  • Review without losing your place. Hover over a highlight for in-text descriptions.
  • Keep company notes close. Access the same company notes across all documents for that company.
Explore annotations & notes
The Notes sidebar with saved annotations, comments, and an important flag.

Notes

Your unified research workspace.

Keep your thoughts organized with company notes and annotations in one place. Revisit linked sources instantly and turn saved research into AI-generated insights.

Trade Desk research in the Notes tab, with AI insights and modeling insights beside saved company notes and document annotations below.

Markets

View the markets at a glance.

Keep an eye on the markets with heatmaps. Track exchange rates, indicators, and upcoming releases in one place.

FilrAI Markets with an S&P 500 heatmap, exchange rates, macroeconomic indicators, and an economic calendar.

Filing Tracker

Don’t lose track.

Follow new SEC filings from the companies on your watchlists. Get notified of new SEC filings. View AI summaries or open in document viewer for analysis

FilrAI Filing Tracker showing recent filings, unread filing indicators, and an expanded AI-assisted 8-K summary beneath a Broadcom filing.

Model Builder

Build your next model.

3-statement models are formatted from up to 10 years of historical data, including quarterly financials. Add valuation templates and export directly to Excel.

Model Builder configured for Microsoft, showing historical years, a discounted cash flow option, and a preview of the workbook layout.
Exported Microsoft Excel model with populated historical income statements and balance sheets alongside forecast columns.

Your next trade starts here.

Coming soon to the App Store