Using a general-purpose LLMYour setup work
- Assemble and reconcile the financial data
- Design the research prompts and analytical checks
- Organise the output and check its sources
Professional AI research, on demand
Cover more companies.
Know what matters.
A complete equity research report in under ten minutes.
Research companies beyond traditional analyst coverage, assess the key investment debates and trace material conclusions to their sources. Generate a new report whenever you need it, using the latest available information.
FactSet dataAccounting checksProprietary factor model
Example report · LOTB BB15 October 2026
01 / 06Choose a company
Start with Lotus Bakeries.
Search by company name or ticker in the research workspace.
Why use Sophia?
The research infrastructure
is already built.
Sophia brings together FactSet data, primary sources, accounting checks built by accountants and a consistent investment framework. You can assess the company without first building and maintaining the system that researches it.
Using SophiaReady to research
- Professional data and primary evidence brought together
- Fundamental, accounting and quantitative analysis built in
- A structured report with material conclusions linked to evidence
What you gain
01More scope for ideas.
Less work to assess them.
01 / 04
Expand your research universe.
Explore companies with little traditional analyst coverage alongside widely followed names. Apply the same research framework across the covered universe, so a lack of published research need not be the end of an investment idea.
Across the covered universe
Widely followed↘
Under-researched↗
One consistent investment framework
A complete investment case.
In under ten minutes.
Move from ticker to a full research report covering the business, investment debates, valuation and earnings. Accounting checks built by accountants help surface financial risks; price action, estimate revisions and proprietary factor rankings add a view of relative strengths and weaknesses.
Regional percentileIllustrative
| Factor | Latest | 1W | 1M | 3M | 6M | 12M |
|---|---|---|---|---|---|---|
| Growth | 94 | 93 | 92 | 88 | 81 | 78 |
| Quality | 82 | 82 | 82 | 80 | 79 | 75 |
| Value | 18 | 21 | 24 | 31 | 38 | 44 |
| Momentum | 76 | 80 | 83 | 71 | 64 | 57 |
03 / 04
Research when the question arises.
Each report is generated on demand using the latest available filings, estimates, price data and news. Reassess after earnings, a company announcement or a shift in expectations, without waiting for the next analyst update.
01
A development raises a question
02
You generate a new report
03
Assess the case with the latest available information
Check the reasoning yourself.
Trace material conclusions to their sources. Follow links to filings, transcripts and other evidence, then use the evidence register to examine the analytical trail and challenge the assumptions.
From conclusion to evidence
Investment conclusion → Source reference → Original material
FilingsTranscriptsEvidence register
Inside the product
See the research
you receive.
Follow a report through Sophia's private research workspace. See how the investment case, financial analysis and supporting evidence fit together.
- 01Read the central question and key debates
- 02Examine valuation, accounting and market signals
- 03Follow the evidence behind the conclusions
Product tourWorkspace walkthrough
Nico AchtsisCo-founder
Professional foundations
Built for the standards
of real investment work.
Sophia was built by investment professionals with quantitative, fundamental and accounting backgrounds.
The platform brings that expertise together with leading data, current AI models and professionally maintained infrastructure. Quantcierge co-founder Nico Achtsis combines PhD research with more than a decade of investment experience across Citigroup and Schroders.
Quantcierge has two co-founders. Nico represents the company publicly; the second co-founder remains non-public because of other professional commitments.
For investment firms
Sophia's research.
Your brand.
Offer a research experience under your own brand, customised around your clients and workflow. Our white-label solution brings together the data, specialist analysis and maintained infrastructure, so your team can focus on using the research.
Discuss your firm's requirementsSee Sophia for yourself
Bring your research questions.
See what Sophia can do.
Book a demo to explore the reports, discuss your coverage needs and see how Sophia fits your research process.
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