Stock analysis

Turn internal and market data into insights faster for financial analysis.

Mozy combines AI with unstructured and market data to reduce manual search, reading, and synthesis time.

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PAIN POINT

Analysis teams have plenty of data, but cannot fully unlock its value.

Market data is in one place. Reports, disclosures, internal documents, and unstructured sources are in another. As a result, analysts still have to: • Search manually across many sources • Read and cross-check fragmented documents

OUR SOLUTION

Mozy creates a unified AI layer across internal and market data.

Instead of working on fragmented data sources, teams can query one unified layer where AI helps find the right information, connect the right context, and shorten time from data to conclusions.

How Mozy works

Ingest and process data

Mozy ingests data from multiple sources such as report processing, disclosures, research documents, PDF files, and other unstructured inputs.

Vectorize data and context retrieval

Data is vectorized and indexed so the system retrieves by context, not only by keyword.

Combine with market data

Mozy can connect unstructured layers with available market and macroeconomic data.

AI query and synthesis

On top of organized and retrievable data, Mozy uses optimized LLMs to process and generate answers.

Use cases

Faster company analysis

Leverage financial statements, disclosures, internal documents, and market data together to shorten preparation time.

Accelerate understanding of new tickers and sectors

Quickly grasp company context, sector dynamics, market movements, and relevant factors without revisiting many sources.

Track factors in investment theses

Examples: • What major risks is this company currently facing? • Any notable changes in recent documents? • Which macro factors are impacting this sector most? • Which investment theses are strengthening or weakening?

What makes Mozy different

More than a document lookup tool

Mozy helps teams leverage internal, unstructured, and market data in one workflow.

Connect structured and unstructured data

Mozy does not separate documents from market data, enabling analysts to view them in one context.

Optimized for financial analysis workflows

Mozy is designed for real analyst team needs, not as a standalone lookup chatbot.

Mozy AI and applied technologies

Turn fragmented data into smart queries

Deep research on industries, companies, and market trends - AI synthesizes hundreds of sources into actionable insights.

Read more

Reasoning-based RAG: key to reducing financial AI data hallucination

Deep research on industries, companies, and market trends - AI synthesizes hundreds of sources into actionable insights.

Read more

Value delivered

Reduce manual work and increase time for analysis

Reduce time spent searching and reading documents

Accelerate synthesis from multiple sources

Better utilize internal data buried in scattered files and documents

Help teams move from data to insight faster

Mozy helps equity analysis teams better leverage internal and market data to accelerate analysis.

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