You made it to the Chatbot section. That's great! After this brief How-To you will know the basics and the secrets of using our chatbot for efficient research.

Step 1: Open the Chat Interface

Click the icon or anywhere else on the orange "AI Financial Assistant" container located at the bottom of many our platform related sites.

Step 2: Type Your Question

• "Show me AAPL Revenue for the last 4 Quarters."
• "Compare Operating Income Margin of AMZN and WMT."
• "Give me upcoming earnings for the next week."
• "What's TSLA current short interest as % of float?"

Step 3: Review the Answer

Our AI model responds with a clear answer, often including:

• Key financial tables or charts
• Source links (News, Press releases, Earnings Reports etc.)
• Brief, accurate summaries of News or Reports

What You Can Ask

Fundamental Data

You can request charts of every known and reported financial KPI that is a common GAAP Income, Cashflow or Balancesheet Statement metric.

• Revenue
• Account Payables
• Operating Cashflow
• etc.

Custom KPIs

These are various KPIs of the Income, Cashflow and Balancesheet statements often calculated as Ratios. See the list below which custom KPIs we currently provide:

• 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

Best Practices

Use UPPERCASE Tickers

For speed and accuracy, always write ticker symbols in UPPERCASE (e.g. MSFT, GOOGL, NVDA). Otherwise, the bot may need to translate the given company name first - which adds time.

Be Specific About Periods

If you're asking for data, mention the period clearly. Examples:

• "AAPL revenue last 7 Quarters"
• "META net income Q4/2022 vs Q4/2023"
• "Which companies are set to report earnings next week?"

Short Queries Work Fine

You don't need to write full sentences. There are equivalent:

• "AAPL revenue last 7Qs"
• "Show me revenue for AAPL for the last seven quarters."

Context Awareness

Our AI model uses the last 3 interactions to understand your intent - but only if relevant. If your new question is clearly unrelated, it will ignore earlier context.

Avoid Ambiguity

If a request is unclear, the bot might ask follow-ups - or misinterpret.

Rule of Thumb:

If your colleague wouldn't understand your question, our AI model might struggle too.

Additional Tips

• Add dates, quarters or "TTM" when you need exact data.
• Use simple GAAP financial terms (EPS, Revenue, Income Tax, ...)
• If unsure, just type: "What can I ask you?"

What's Next

Our team is constantly working on improving the platform whether in terms of speed, accuracy or usability. Expect many many more features coming soon. These will come at NO ADDITIONAL cost but will be included for free unlimited use depending on your current subscription package. If you have any questions or ideas about new features we are here for you! Just leave us a message or write an E-Mail to support@catcapital.ai.

And now use all those infos and tricks to make Your research even more efficient!