Asking Your First Question

To get the best answer:

• Always include a ticker (AAPL, MSFT, DBK.DE, ANZ.AU) when you know it.
• Specify a time period (TTM, last 4 quarters, FY2023)
• Keep questions focused and include critical details

Examples:

• "Show AAPL Revenue for the last 4 Quarters."
• "Compare Operating Income Margin of AMZN and WMT."
• "Do a deep dive on TSLA."

What You Can Ask

Fundamental Data

• Income Statement
• Cashflow Statement
• Balance Sheet Statement

Ratios & KPIs

• Revenue Growth (Rolling YoY)
• Net Income Growth (Rolling YoY)
• Gross Margin (%)
• EBITDA Margin (%)
• Operating Margin (%)
• Net Income Margin (%)
• Free Cashflow Margin (%)
• Return On Equity (ROE)
• Return On Assets (ROA)
• Return On Capital Employed (ROCE)
• Return On Invested Capital (ROIC)
• Debt / Equity
• Net Debt / EBITDA
• Interest Coverage
• Inventory Days Outstanding
• Inventory Turnover
• Capital Turnover
• CapEx / Sales

Segment & Region Data

• Available for US - others following
• "Analyze META Family of Apps revenue last 6 quarters."

Special Report Feature

When you type e.g. "TSLA #report" the report will consist of:

• Earnings Reports & Calls
• Fundamental Data & KPIs
• Segments/Regions
• Short Interest
• Market Data
• Latest News

It is best suited when you are fairly new to a stock or have not checked it for a while and need a detailed summary about the key factors driving the share price. Use our Text-To-Audio feature to listen to it like a podcast.

Best Practices for High-Accuracy Responses

• Use uppercase tickers, add country suffix where necessary (e.g. DBK.DE or ANZ.AU).
• Structure like Data retrieval -> what to do with it.
• Split complex tasks into multiple prompts. get data a -> get data b -> compare a against b in terms of ...
• Avoid vague words like "recent", "good", "performance". That leaves the range your looking for wide open.
• Use clean grammar - punctuation does not matter.

Troubleshooting

If the result seems off

Try:

• Adding a period: TTM or last 4 quarters
• Specifing a country when different currencies or regions mix your result: biggest US stocks or Australian lithium stocks
• Splitting your query into multiple simpler ones
• Asking for raw fundamentals first, then the KPI or what to do with it.

If data is unavailable

Some companies or segments may not have the metric reported.

DeepResearch (#dr)

For advanced analysis, you can activate DeepResearch, our high-accuracy reasoning model with full access to CatCapital’s financial database.

What it does

• Run unlimited data lockups behind the scenes
• Cross-check multiple filings and periods
• Generate high-accuracy, multi-step reasoning
• Produce research-grade output beyond what the Assistant can do

It is designed for precision, not speed. A DeepResearch task may take 5-30 minutes to complete.

How to use it

Just append #dr at the end of your prompt.

When to use DeepResearch

Use #dr when your task requires:

• Multi-step financial reasoning
• Deep cross-company comparisons
• Simulations and analytical forecasts
• Historical deep dives (7-20+ years)
• KPI breakdowns accross multiple metrics
• Validating or reconciling conflicting numbers
• Summaries that require reading many filings

If you need fast answers use the regular Assistant.