Ana — AI Analyst
Ana is AnalystBook's AI research analyst. She answers only from the structured filing record — no open web, no outside memory — cites the filing for every claim, and declines what she can't ground. Underneath: automatic checks on her numbers and quotes, and a certified question bank evaluated daily.
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What happened to Oracle's free cash flow in FY2025?
Revenue grew 8% to $57.4B and operating income reached $17.7B (a 30.8% margin) — but free cash flow turned negative at −$394M, because capital expenditure rose to $21.2B as Oracle built out AI infrastructure. The cloud buildout consumed more cash than operations generated. 10-K · FY2025 Cash flow statement
Ask her something the filings don't contain and she says so: “I don't have that in the filings yet” — a refusal, not a guess. Every figure is checked against the record before you see it.
A real answer shape: the figures come from the record, the citations name the filing, and what isn't in the filings gets an honest refusal.
She reads the record, not the internet.
Ana investigates through ~20 read-only tools over AnalystBook's structured data — financials, verbatim filing sections, semantic search, insiders, events, governance. If it's not in the record, it's not in her answer.
Gates check her before you read her.
Every statistic is checked against the record before you see it — one that doesn't match is dropped. Management 'quotes' are checked too: one that wasn't actually read from a filing gets caught. Time budgets keep every investigation bounded and honest.
Deep mode for real investigations.
Ask for depth and Ana runs a multi-step investigation — multi-period, multi-document, with an evidence chain — and can answer as-of a past date. Her quality is tracked by a certified question bank and a daily evaluation.
FAQ
She's engineered against it at every layer: she can only draw on AnalystBook's structured filing record, her figures and quotes are automatically checked against the record before serving, and she's built to refuse what she can't ground. Like any AI she isn't infallible — which is why every claim carries a citation back to the filing, so verification is one click. For research only; not investment advice.
AnalystBook's own structured record, built exclusively from official SEC filings: financial statements, verbatim filing sections, segments, insider activity, governance, material events, and computed forensic signals. She does not browse the web and does not answer from the model's training memory.
She won't give buy, sell or hold recommendations, won't predict prices, and won't answer questions the filings can't support — she says 'I don't have that in the filings yet' instead of guessing. Facts and research flags, not advice.
Every plan includes a daily allowance of grounded answers — Core for a daily check-in on the companies you follow, Pro at five times that for full research days, and Enterprise seats run higher still. Deep Analysis investigations draw on the same allowance.
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