For finance professionals
Research filings, track tickers, and publish theses — all in one AI workspace.
JustJot.ai is built for the speed and rigour finance demands: chat with earnings reports and 10-Ks with inline citations, tag notes with $cashtags and browse symbol feeds, run a multi-source deep-research report on any sector, and publish a subscription research service without a separate newsletter tool.
Chat with earnings reports and filings
Drop in a PDF — an earnings report, 10-K, or prospectus — and ask questions about it. Answers are grounded in the document with inline citations back to the passage, so every number traces to the source.
Ticker and cashtag tracking
Tag any note or jot with a $SYMBOL cashtag — the same syntax you use on X or Bluesky. Browse a live feed of everything tagged $AAPL, $NVDA, or any symbol, and see trending tickers across the platform.
Deep-research reports from multiple sources
Pose a research question about a company or sector and let the AI plan sub-questions, search, and synthesize a multi-section report with inline source links and a reference list you can audit.
Semantic search across your entire library
Ask "what did I write about NVDA margin compression?" and surface the relevant note by meaning, not just keyword. Your whole research history becomes a queryable corpus.
Publish investment theses with a paywall
Turn a completed thesis into a published, SEO-indexed post. Offer a free summary and paywall the full analysis — run a subscription-based research service from the same workspace where you wrote the research.
Structured data analysis
Import a CSV of financials — a model export, comp table, or price history — and ask natural-language questions over it. The AI translates the question into a deterministic aggregation and returns a table or chart.
Frequently asked questions
How does source chat work with financial documents?
You upload a PDF — an earnings release, 10-K, credit memo, or research report — and add it to a source set. Then ask any question and get an answer drawn from that specific document, with an inline citation anchored to the exact passage. You can verify every number against the filing before you trust it.
What is a cashtag and how does it work here?
A cashtag is a $SYMBOL tag (e.g. $MSFT, $BTC) that you append to any note, jot, or post. JustJot.ai parses them alongside regular hashtags, so you get a dedicated symbol feed, trending cashtags across the platform, and the ability to search your library by ticker.
Can I use this to run a paid research newsletter?
Yes. Write a thesis in the workspace, publish the summary publicly, and put the full analysis behind a subscriber paywall. Readers subscribe, you collect the revenue, and the delivery happens automatically on publish. It is a research tool and a newsletter platform in one.
How is the deep-research report built?
You give it a research question — "What are the key risks to TSMC's margin outlook?" — and it plans sub-questions, runs them through web search and any documents you have added, and synthesizes a multi-section report with a numbered reference list. You review and edit before publishing.
Is structured data (CSV / spreadsheet) supported?
Yes. You can import a CSV — a comp table, financial model export, or price series — and ask natural-language questions over it. The system executes a deterministic aggregation (group, sum, filter, derive) and returns a table or chart you can embed in a note or export.
An AI research workspace built for the speed and rigour of financial analysis.
Free to start. Chat with your filings, tag your tickers, publish your edge.
Get started free