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

For advanced analysis, you can switch to our DeepResearch model, 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 3-15 minutes to complete. Don't worry if you lose connection or closed your browser or app. We will send you an e-mail when your report is ready.

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.