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Introducing Matrix: A New Way to Conduct Financial Research

New
Aug 27, 2026

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