v0.1 · Research & Discovery Confidential — Internal April 2026

Financial Intelligence Dashboard

The markets, rendered intelligible.

A single intelligence layer for global financial analysis. Filter 30,000+ companies across sector, geography and time. Compute every ratio, every valuation, every risk score. Ask Claude anything about the result.

Launch the dashboard Read the blueprint ⌘K Quick filter

Intrinsic value · live

AAPL · DCF

$241.38

+ $3.12 (+1.31%)

WACC 9.1%
g 2.5%
β 1.24

P/E

28.4

ROE

147.9%

Z-Score

7.41

Claude: "Margin expansion outpacing peers."

30K+

Companies Covered

22

Core Ratios · Phase 1

190+

Countries · Macro Data

≤ 3s

Filter Response Target

§ 01 — Vision

One dashboard for the entire analyst workflow.

Built for internal financial teams — analysts, strategists, portfolio managers, executives — who need the whole picture, fast.

01

Unified filtering across every axis.

Sector · Time · Performance · Geography · Size · Exchange. Every chart, table and AI insight responds to the same filter state.

02

Real-time plus a decade of history.

Stream quotes at 15-minute cadence. Ingest quarterly filings within 24 hours of release. Recompute growth, CAGR, and trend lines over any window.

03

Claude, as a second analyst.

Every filter context is passed to Claude. Ask for comparisons, scenario analyses, recalculations, or executive summaries — in plain language.

04

Board-ready exports, in any format.

XLSX, CSV, PDF, DOCX, PPTX. Every visualization, every ratio table, every AI narrative — downloadable in one click.

§ 02 — The Filter Engine

Slice the world's companies any way you need.

⌘F Filter state is the single source of truth.

Filter · Sector

GICS · 4-tier

Sector & Industry

▼ Information Technology 2,481 co.

▼ Software & Services 1,104

Application Software 418

Systems Software 206

▼ Energy 612 co.

Oil & Gas Exploration 188

▶ Financials 3,902

▶ Health Care 1,746

Energy × Application Software × + Add filter

Filter · Ranking

Top N · Percentile

Performance

Show

By metric Revenue Growth ▾

Percentile Top 10%

Weighting balanced

Candidate metrics

Revenue Net Income EBITDA ROE ROA Debt/Equity Market Cap

Filter · Time Range

Temporal

YTD 3Y 5Y 10Y Max Custom

201620182020202220242026

Start · 2023-04-21 End · 2026-04-22

Granularity

Daily Weekly Monthly Quarterly Annual

Filter · Geography

Continent → City

Geographic Scope

4,812

North America

3,249

Europe

7,180

Asia

612

MENA

Custom portfolio groups

+ New group

Emerging Markets EU-27 BRICS+ MENA-11 GCC-6

§ 03 — Data Fabric

Eight primary sources. One canonical truth.

An ELT pipeline stitches together regulatory filings, market data, macro indicators, and alternative signals. Cross-validated, de-duplicated, version-controlled.

15-min Market & stock prices

< 24h Quarterly filings

hourly FX rates · currency normalization

stream News · sentiment signals

Primary

SEC EDGAR

10-K, 10-Q, XBRL — US filings

Recommended

Financial Modeling Prep

Statements · ratios · DCF · 30k+ co.

Global

Yahoo Finance

Prices, history, profiles

Macro

World Bank

GDP · inflation · 190+ countries

Real-time

Alpha Vantage

Equities · FX · crypto

Policy

IMF Data

Fiscal · macroeconomic

OECD

OECD Data

Outlook · trade · productivity

Alt data

Nasdaq Data Link

Commodities · alternative

ELT pipeline

Extract · Load · Transform · Serve

pipelines healthy · 99.8%

01

Extract

APIs · XBRL · streams

02

Load

Lake · warehouse

03

Transform

Ratios · rankings

04

Serve

REST · GraphQL

05

Monitor

Quality · freshness

§ 04 — Quantitative Layer

Every ratio. Every valuation. Every risk score.

A complete quantitative library — from fundamental ratios to Monte Carlo simulations — computed against live filter context and peer groups.

Discounted Cash Flow

Adjustable growth, WACC, and terminal rate — recompute against live filings.

FCF = OCF − CapEx

FCFₜ = FCF₀ × (1 + g)ᵗ

TV = FCFₙ₊₁ / (WACC − g)

IV = Σ FCFₜ / (1+WACC)ᵗ + TV / (1+WACC)ⁿ

WACC = (E/V)·Rₑ + (D/V)·R_d·(1−T)

Growth rate (g)2.5%

WACC9.1%

Terminal rate2.0%

Bankruptcy risk

Altman Z-Score

Z = 1.2A + 1.4B + 3.3C + 0.6D + 1.0E

7.41 Safe zone

Quality signal

Piotroski F-Score

9-point binary scoring

8/9 High quality

Market risk

Value at Risk

Historical + parametric · 95/99%

−4.2% 1-day 95%

Risk-adjusted

Sharpe Ratio

(Rₚ − R_f) / σ

1.87 Strong

§ 05 — Claude, embedded

An analyst on call. Aware of every filter.

Claude receives the active filter context — sector, geography, time — alongside every query. No re-prompting, no copy-pasting. Just analysis in your own words.

Quick comparative analysis

"Compare Apple vs Microsoft profitability over 3 years"
Scenario recalculation

"What if WACC is 12% instead of 10% for Tesla?"
Narrative explanation

"Why did Amazon's margin drop in Q3?"
On-demand report generation

"Generate a PDF report for my current dashboard view"

Claude · Analyst Mode

ctx: Energy · 3Y · Top-10 ROE

Which of these look undervalued vs their 5-year median EV/EBITDA?

Against your filter (Energy · 3Y · Top-10 ROE), three names trade at a meaningful discount to their 5-year EV/EBITDA median:

Ticker	Curr.	5Y med.	Δ
SHEL	5.8×	7.2×	−19.4%
EQNR	3.1×	4.6×	−32.6%
TTE	4.4×	5.9×	−25.4%

EQNR stands out: the discount coincides with peer-leading ROE (29.8%) and a Z-score of 4.2. Want me to model a DCF with sensitivity on oil prices?

Sources: FMP · SEC EDGAR · 3 tools · 1.2s

Yes — assume Brent drops 20%.

···

Ask about your current view

§ 06 — The Canvas

Charts that respond. Tables that update. Maps that listen.

Time Series · Revenue

Energy sector · Top 5 · 3Y

SHEL XOM CVX TTE

Revenue

$1.42T

+ 8.4% YoY

Net Income

$187B

+ 12.1% YoY

Market Cap

$4.8T

− 2.1% QoQ

EBITDA

$312B

+ 6.8% YoY

Sector Heatmap · 1Y performance

+28%

+19%

+14%

+9%

+3%

−2%

+17%

+11%

+4%

−1%

−8%

−14%

+12%

+8%

+2%

−3%

−6%

−11%

ITEnergyFinHealthUtilCons

Peer Comparison

AAPL vs Peers

AAPL Peer median

PEG scatter

P/E vs Growth

§ 07 — Exports

Shipable in every format that matters.

Branded PDFs for the board. XLSX for the analyst. DOCX and PPTX for the deck. CSV for the pipeline. Every chart, ratio, and narrative — perfectly formatted.

.XLSX

Excel

Full data tables

.CSV

Raw Data

Pipeline-ready

.PDF

Report

Board-ready

.DOCX

Word

Editable narrative

.PPTX

Deck

Pitch-ready

§ 08 — Delivery

Three phases.
One continuous delivery.

2026 — 2027

Active

01

Phase — Core

Foundational ratios & ranking

All 22 fundamental ratios. Peer benchmarking. The ranking engine.

Profitability · Liquidity · Leverage

Valuation multiples

Growth & efficiency

Peer Z-score normalization

Q3 2026

02

Phase — Valuation

DCF, composite scoring & risk

Intrinsic valuation. Financial health scoring. Bankruptcy predictors.

DCF with adjustable WACC & g

Altman Z · Piotroski F

Composite Financial Health

Beta vs. benchmark

Q1 2027

03

Phase — Advanced

Stochastic modeling & AI scenarios

Monte Carlo, VaR, Sharpe — Claude-generated scenarios & outlooks.

Monte Carlo forecasting

Value at Risk · Sharpe

Seasonal decomposition

AI scenario generation

Data freshness

Non-negotiable. Near-real-time market data.

Sub-3s filter response

Pre-aggregated materialized views.

AI quality

Curated context → better Claude answers.

Export fidelity

Board-grade formatting. Every time.

§ 09 — Authors

Prepared by

A research & discovery initiative within Aishore Excellence Centers, authored by the financial systems team.

AI

Abdellah Ismaili

Author · Research lead

ME

Mohcine Elgoss

Author · Data architecture

FF

Falilou Fall

Supervisor

Next steps

From research to reality.

The blueprint is set. The sources are mapped. The models are specified. All that remains is to build.

Launch the dashboard Read the full spec

STEP 01

Finalize FMP, EDGAR, and currency API contracts.

STEP 02

Warehouse schema — star-schema, four dimensions.

STEP 03

Prototype filter engine · validate query performance.

The markets, rendered intelligible.

One dashboard for the entire analyst workflow.

Unified filtering across every axis.

Real-time plus a decade of history.

Claude, as a second analyst.

Board-ready exports, in any format.

Slice the world's companies any way you need.

Sector & Industry

Performance

Temporal

Geographic Scope

Eight primary sources. One canonical truth.

Extract · Load · Transform · Serve

Every ratio. Every valuation. Every risk score.

Discounted Cash Flow

An analyst on call. Aware of every filter.

Charts that respond. Tables that update. Maps that listen.

Shipable in every format that matters.

Three phases. One continuous delivery.

Foundational ratios & ranking

DCF, composite scoring & risk

Stochastic modeling & AI scenarios

Prepared by

From research to reality.

The markets, rendered intelligible.

One dashboard for the entire analyst workflow.

Unified filtering across every axis.

Real-time plus a decade of history.

Claude, as a second analyst.

Board-ready exports, in any format.

Slice the world's companies any way you need.

Sector & Industry

Performance

Temporal

Geographic Scope

Eight primary sources. One canonical truth.

Extract · Load · Transform · Serve

Every ratio. Every valuation. Every risk score.

Discounted Cash Flow

An analyst on call. Aware of every filter.

Charts that respond. Tables that update. Maps that listen.

Shipable in every format that matters.

Three phases. One continuous delivery.

Foundational ratios & ranking

DCF, composite scoring & risk

Stochastic modeling & AI scenarios

Prepared by

From research to reality.

Three phases.
One continuous delivery.

Three phases.
One continuous delivery.