What's New

Introducing KlickAnalytics Copilot—Now on Every Page

We have added a context-aware AI Copilot across KlickAnalytics, giving users a faster and more natural way to understand the information directly in front of them.

The new Ask AI button is available on every supported page. Open it, ask a question about what you are viewing, and Copilot reads the visible page to provide an immediate, page-specific answer.

With KlickAnalytics Copilot, users can:

• Ask questions about the data currently displayed

• Receive answers grounded in the visible page

• Summarize complex tables, charts, metrics, and market activity

• Identify leaders, laggards, trends, risks, and unusual movements

• Compare instruments or categories shown on the page

• Use suggested questions to begin exploring immediately

• Ask follow-up questions while maintaining the page context

• Turn displayed data into clear tables and concise explanations

• Move to the full AI agent when broader or deeper research is required

For example, while viewing World Markets, a user can ask:

• Which global indices are performing best today?

• Which commodities are gaining?

• What changed across the major currency pairs?

• Where is volatility increasing?

• What are the most important cross-market signals on this page?

The Copilot adapts to where the user is working. On a symbol page, it can explain company-specific data. On a screener, it can interpret the visible results. On a portfolio, it can help identify concentration and performance drivers. On market pages, it can summarize movements across asset classes.

Users no longer need to leave the page, copy figures, or explain what they are looking at. The context is already there.

Every page is now interactive. Every dataset can become a conversation.

See it. Ask it. Understand it—with KlickAnalytics Copilot.

To access: click on the floating button called 'Ask AI'

This is one of the most significant updates we have introduced to KlickAnalytics.

Matrix transforms complex, multi-company research into a structured, source-grounded comparison workspace.

Place companies across the columns. Add research questions down the rows. Matrix then analyzes each company using its own filings, earnings calls, financial data, and selected source documents—producing consistent answers that can be compared side by side.

Instead of opening documents individually, repeating the same questions, and manually assembling findings, you can now build an entire research framework once and run it across every company.

With Matrix, you can:

• Compare multiple companies side by side

• Add your own research questions and analysis criteria

• Analyze earnings calls, filings, and selected documents

• Incorporate financial and market data

• Run individual cells, selected sections, or the complete Matrix

• Compare key financial numbers, growth drivers, strategic initiatives, risks, guidance, management commentary, and more

• Apply the same question consistently across every company

• Expand the Matrix by adding companies, documents, analysis, and data

• Chat with the completed research to investigate findings further

• Save work as a draft or publish and share it with others

• Reopen and update a Matrix as new information becomes available

Each row becomes a like-for-like comparison. Each column becomes a structured company research profile. Each cell connects a precise question with evidence from the relevant company’s own materials.

Matrix can support powerful workflows such as:

• Earnings-call reviews

• Peer and competitor analysis

• Investment screening and due diligence

• Portfolio-company monitoring

• Industry landscape research

• Management and guidance comparisons

• Risk-factor analysis

• Strategic initiative tracking

• Financial KPI benchmarking

• Investment committee preparation

Inspired by the emerging generation of AI research systems such as Hebbia Matrix, the KlickAnalytics Matrix is built specifically around financial-market intelligence—connecting company documents, structured data, analysis tools, and collaborative research in one environment.

This is more than another research feature. It is a new operating layer for financial analysis.

Companies across the top. Questions down the side. Evidence inside every answer.

One Matrix. An entire research process.

To access: From the menu, click AI > Matrix

KlickAnalytics has added a new News Reader widget, bringing continuously updated financial, business, technology, and global headlines directly into your Terminal workspace.

With the News Reader widget, you can:

• Monitor live headlines as they are published

• Search thousands of stories by company, market, event, or keyword

• Filter coverage by topic

• Select individual news sources

• See the publication date, exact time, and source for every headline

• Pause and resume the live news feed

• Review hundreds of sources in one consolidated view

• Keep news beside charts, portfolios, watchlists, screeners, calendars, and analytics

• Investigate possible catalysts without interrupting your workflow

From company announcements and earnings developments to macroeconomic events, technology trends, and global market news, the News Reader helps you discover what is happening while you continue analyzing the market.

Live headlines. Multiple sources. One connected Terminal.

KlickAnalytics has added a new Notes widget, allowing you to capture ideas, observations, and trading plans directly alongside your market data and analysis.

With the Notes widget, you can:

• Create multiple notes for different strategies, symbols, portfolios, or research topics

• Quickly switch between saved notes

• Write and format detailed market observations

• Add headings, lists, links, and images

• Rename, organize, share, or delete notes

• Record trade setups, catalysts, risks, and follow-up questions

• Keep notes beside charts, screeners, portfolios, calendars, news, and other Terminal widgets

• Save your work for continued research later

No more moving between your market terminal and a separate note-taking application. Your thinking can now remain connected to the data that inspired it.

See the market. Capture the idea. Keep your research connected.

KlickAnalytics has added a new Forex Pairs widget, giving you a fast, visual way to monitor exchange rates and convert currencies directly inside your Terminal workspace.

With the Forex Pairs widget, you can:

• Convert any amount between selected currencies

• Instantly invert the conversion direction

• Compare major and international currencies in one view

• Scan a color-coded cross-rate matrix

• View both directions of every currency relationship

• Monitor currencies including USD, EUR, JPY, GBP, CHF, CAD, AUD, NZD, CNY, INR, and more

• Keep foreign-exchange rates beside global markets, charts, news, portfolios, and economic events

• Refresh the widget as market rates change

Whether you are monitoring global markets, evaluating international investments, or checking currency exposure, the Forex Pairs widget keeps essential exchange-rate information within immediate reach.

Global currencies. Instant conversion. One connected Terminal.

KlickAnalytics has added a new Correlations widget, making it easier to understand how stocks, ETFs, indices, and other instruments have moved in relation to one another.

With the Correlations widget, you can:

• Enter and compare multiple symbols

• Add or remove instruments as your analysis changes

• Select different historical periods

• Choose the observation frequency

• View the number of common observations and exact analysis dates

• Identify strong positive and negative relationships through a color-coded correlation matrix

• Compare individual holdings with a market benchmark

• Evaluate portfolio concentration and diversification

• Identify instruments that may behave similarly during changing market conditions

Place the Correlations widget alongside portfolios, watchlists, charts, news, and research tools to understand not only how each instrument is performing—but how they may move together.

Compare relationships. Reveal concentration. Build with greater awareness.

KlickAnalytics has added a powerful new Screener widget, allowing you to discover and compare investment opportunities without leaving your customized Terminal workspace.

With the Screener widget, you can:

• Screen stocks, ETFs, and funds

• Select specific exchanges and market universes

• Filter by market cap, price, performance, volume, sector, valuation, dividend yield, and more

• Add multiple criteria to create highly targeted screens

• Explore results across performance, valuation, financials, dividends, 52-week statistics, oscillators, volume, shares, and company profiles

• Save screens for faster access and repeated analysis

• Review market trends, trading activity, and distance from 52-week highs and lows

• Load additional matches directly inside the widget

• Combine screening results with charts, news, portfolios, watchlists, calendars, and research tools

Whether you are searching for momentum leaders, undervalued companies, dividend opportunities, unusual volume, or stocks approaching important price levels, the Screener widget keeps discovery connected to the rest of your workflow.

Define the criteria. Find the opportunities. Research them in one workspace.

KlickAnalytics has added a new Portfolio widget, giving you an immediate view of your holdings alongside the charts, calendars, news, and market tools in your Terminal workspace.

With the Portfolio widget, you can:

• Select and switch between your portfolios

• Monitor total market value and cost basis

• Track overall profit or loss in dollars and percentages

• See the number of positions held

• Review every holding with quantity, average cost, latest price, and daily percentage change

• Identify portfolio leaders and laggards at a glance

• Open the full Portfolio application for deeper analysis

• Combine portfolio monitoring with calendars, charts, news, watchlists, and other widgets

Build a Terminal around the investments you actually own and keep portfolio performance visible while you monitor the broader market.

Your holdings. Your market tools. One connected workspace.

KlickAnalytics has introduced a faster, simpler way to manage Terminal workspaces and add the widgets you need.

The new widget manager lets you:

• Search for widgets instantly

• Browse widgets by category

• Add market analysis, research, and utility tools with one click

• Build specialized workspaces for trading, research, portfolio monitoring, or market surveillance

• Quickly add charts, quotes, screeners, movers, correlations, watchlists, portfolios, calendars, news, CLI access, and more

• Include utility widgets such as world clocks, YouTube, RSS feeds, and embedded web content

• Organize each Terminal workspace around a specific workflow or objective

• Update your workspace as your research needs change

Whether you need a focused symbol-analysis screen, a global-market dashboard, or a complete trading workspace, you can now assemble it quickly from one organized widget library.

Choose your widgets. Design your workflow. Make the Terminal yours.

KlickAnalytics has added a new Calendar widget to the Terminal, giving you a quick view of important market events without leaving your workspace.

With the Calendar widget, you can:

• Navigate across days and weeks

• Monitor upcoming earnings announcements

• View estimated and reported EPS

• Identify earnings surprises

• See whether earnings are expected before or after market hours

• Track upcoming dividends and stock splits

• Follow major economic events

• Quickly focus on the largest companies by market capitalization

• Open the complete calendar when you need a broader view

Keep important market dates beside your charts, watchlists, news, and analytics—so you can understand what is coming and prepare before the market reacts.

Your market. Your schedule. Always visible on the Terminal.