RESEARCH, IN CONVERSATION

Read the filings.
Dig in through conversation.

Why it rose, why it fell, and whether anything in the financials needs a closer look. Ask across filings, financial intelligence and the newswire, and compare published figures on a chart.

This example includes English translations of the stored research. Where a translation is unavailable, a link identifies the original language.

Start with one of these

Stock in this conversation

Palo Alto Networks

PANW · Recently collected 8-K

See all data for this stock

This demo builds answers from existing public analyses. It does not generate new AI analysis, and it withholds judgment on questions outside the available data. As of 2026-10-21

See a tailored research demo

Phoenix AI Filings · Financials · Newswire

Palo Alto Networks · PANW

Based on existing analysis

Choose a stock to load its existing analysis.

THE VERTICAL AI FOR INVESTMENT RESEARCH

PHOENIX / 01

Research results,
at a glance.

Research that connects filings, macro, newswires and financial statements.
It produces target prices and reach probabilities by horizon,
and puts the data behind each call right on the chart.

See the forecast chart Conversational filing analysis

For analysts, portfolio managers and every team with a next question.

PHOENIX / RESEARCH IN VIEWPublic research example · Sep 22, 2026

005930 / KOSPI

Samsung Electronics

Close as of Sep 22, 2026277,500 KRW

Sep 22, 2026Close 277,500Open 283,000 · High 283,500 · Low 271,500

Actual closeModel target

KOSCOM · Daily prices

Hover the chart to see prices by date. With a keyboard, use the arrow keys.

Output of PheonixAI’s own model · Received and displayed by Phoenix AIFixed example, checked Sep 22, 2026

Past price history is shown with the published model target. 75% is a model estimate; it does not mean a validated hit rate, nor a guarantee of returns or of reaching the target.

FROM RESEARCH TO READABLE RESULTS

What price, over what period, with what likelihood. Read the result of the analysis at once.

Markets

KoreaAvailable
United StatesAvailable
JapanComing soon
ChinaComing soon

AI that speaks the language of markets.
It starts with data you can trust.

DARTKOREA / FILINGS · FINANCIALS

SEC EDGARUNITED STATES / FILINGS

KOSPI · KOSDAQSTOCKS · ETFS / NEWS · BRIEFINGS

BUILT FOR THE WAY YOU RESEARCH

Less time finding data,
more time making calls.

Cut the repetitive collecting and sorting,
and focus on the questions that need your expertise.

01ASK

Short questions.
Deep analysis.

From revenue mix to peer comparisons and multi-year growth. One question connects scattered filings and financials.

Company analysis / Peer comparison / Segments

02VERIFY

Every number,
traceable to its source.

From the answer back to the original DART or SEC filing. Ratios are computed in code, with the source and as-of date for every figure.

Filing citations / Formulas / Fiscal periods

03MODEL

Analysis,
in numbers you can read.

Target price, horizon and the probability of reaching it within that horizon. See the output of PheonixAI’s own model on the chart.

Target price / Reach probability by horizon / Forecast chart

GROWTH & PROFITABILITY

Growth and profitability,
in one chart.

Quarterly revenue and operating income, year-over-year change and operating margin.
The chart below is drawn straight from a Data API response.

3-year revenue CAGR+29.6%FY2022 → FY2025

Latest quarter26Q2

Revenue: ₩79.3TYoY +256.8%
Operating income: ₩60.5TYoY +557.2%
Operating margin: 76.3%

Tap a bar or use the arrow keys to move between quarters.

Example companies	24Q3	24Q4	25Q1	25Q2	25Q3	25Q4	26Q1	26Q2
Revenue	₩17.6T	₩19.8T	₩17.6T	₩22.2T	₩24.4T	₩32.8T	₩52.6T	₩79.3T
YoY	+93.8%	+74.8%	+41.9%	+35.4%	+39.1%	+66.1%	+198.1%	+256.8%
Operating income	₩7.0T	₩8.1T	₩7.4T	₩9.2T	₩11.4T	₩19.2T	₩37.6T	₩60.5T
YoY	Turned profitable	+2,235.8%	+157.8%	+68.5%	+61.9%	+137.2%	+405.5%	+557.2%
Operating margin	40.0%	40.9%	42.2%	41.4%	46.6%	58.4%	71.5%	76.3%

Source: DART periodic reports (quarterly, half-year and annual) · checked 2026-10-21

Operating margin is operating income ÷ revenue for the same quarter. A fixed example saved from a response received on 2026-10-21. Not investment advice.

The request behind this chart

bash

curl "https://api.chickstockfi.com/openapi/v1/companies/000660/metrics?cagr_years=3" \
  -H "Authorization: Bearer $PHOENIX_API_KEY"

Response excerpt · revenue growth

json

{
  "data": {
    "symbol": "000660",
    "market": "KR",
    "growth": [
      {
        "account": "revenue",
        "cagr": {
          "from": "2022 연간",
          "to": "2025 연간",
          "years": 3,
          "pct": 29.6,
          "formula": "(971,467억원 ÷ 446,216억원)^(1/3) − 1"
        },
        "quarterly_yoy": [
          {
            "period": "2026 2분기",
            "value": 793187,
            "unit": "억원",
            "source": "DART",
            "prior_period": "2025 2분기",
            "prior_value": 222320,
            "change_pct": 256.8
          }
        ]
      }
    ]
  }
}

metrics is an Enterprise (and PoC) endpoint.

metrics reference

WHY PHOENIX AI

Fast, accurate data,
straight into your systems.

Six things teams check when they choose a research data source.

01FAST
Fast
Today's filings first
New filings are collected as they are accepted and turned into summaries and figures. Backfill work is scheduled so it never pushes today's filings back.
Same-day DART · SEC filings first
02SECURE
Secure
Keys on your server, managed in the console
Create API keys in the developer console and rotate or revoke them at any time. Accounts are issued after review, and remaining quota comes back in response headers.
Bearer auth · key rotation · quota headers
03ACCURATE
Accurate
A source and a formula for every number
Each value says whether it came from DART, the SEC or company IR materials. Growth rates come with their base period and formula; when the base is a loss, you get “turned profitable” or “turned to loss” instead of a percentage.
source · formula · base period
04DEEP
Deep data
From filings to earnings calls
Financial statements, growth and ratios, revenue mix, dividends, filing summaries and insider trades, all in one format. Earnings calls are in the PRO research workspace.
Korea · US available / Japan · China coming soon
05EASY
Easy to adopt
Connect with an OpenAPI spec
Start with a single REST request. Generate a client from the published OpenAPI spec, or add it as a tool in Claude, ChatGPT or Cursor over MCP.
curl · fetch · requests · MCP
06CUSTOM
Customizable
Built around your team's workflow
We design briefs around your holdings and mandate, and the screens and integrations your team uses. Start with a PoC on your own watchlist: 7 days by default (the term can be adjusted by agreement).
Enterprise · PoC, 7 days by default

THE RESEARCH BEHIND THE RESULT

Understand the result.
Check the evidence.

Original filings, financial figures and company comparisons.
Review the source and basis of each analysis, then ask the next question.

Research workspace/Consumer technology

Product preview

Company research/Apple Inc.FY2025 SNAPSHOT

Where does Apple make its revenue?

PhoenixSample analysis

FY2025 revenue was $416.2B. iPhone makes up 50.4% of total revenue, and Services forms the second pillar at 26.2%.^[1]

Revenue breakdownUSD millions · FY2025

Segment	Revenue	Share
iPhone	209,586	50.4%
Services	109,158	26.2%
Wearables, Home & Accessories	35,686	8.6%
Mac	33,708	8.1%
iPad	28,023	6.7%

1SEC EDGAR · Apple FY2025 10-K Filing-based

Try it with your team’s own research questions.

Filing-based analysis example · Use the tabs to see revenue by product and by region, and the source document.

FROM COMPANY TO PORTFOLIO

Before the market moves,
start with your portfolio.

Holdings, mandate rules, new filings.
Start the day with a morning brief built on your team’s context.

Explore the research platform

PHOENIX / MORNING BRIEFSample portfolio

Three things to check today.

01—03

Semiconductors above the mandate cap

Held 33.0% / Mandate cap 30.0%

RISK

A counter-view that could change the thesis

Review earnings assumptions against filings

THESIS

New filings from your holdings

Prioritized by portfolio exposure

FILINGS

Example based on a hypothetical fundDecisions stay with the PM.

EARNINGS CALLS

Earnings calls,
transcribed, searchable, summarized.

We transcribe the call recording a company publishes, timestamp by timestamp, and pull out AI key points.
Every number in a key point is checked against the passage it cites.

US FILINGS NEWSROOM

US filings,
drafted as news copy.

A PRO feature for financial newswires and newsrooms.
It turns SEC filings, such as earnings 8-Ks, into Korean-language article drafts. Your editors decide what gets published.

ACCESS

Available to invited or contracted accounts. During a PoC you can read drafts that have already been made, but you cannot create new ones. Pricing is by agreement.

Talk to us Request an account

01EDITIONS
Three editions: flash, standard and in-depth
The flash edition is a headline and two sentences. The standard edition has key points, an earnings table and the body. The in-depth edition adds a longer quarterly trend and, when available, earnings call highlights.
02EVIDENCE
Source evidence behind every number and quote
Tap a number or quote in the draft to open its source. Table cells show their row, column and unit declaration; quotes show the original English next to the translation.
03EXPORT
Download as HTML, Markdown or JSON
Download the edition you are viewing as a file and move it into your editorial system.
04NOTICE
A source line and an “AI-written draft” notice
The source line and the “AI-written draft” notice are always included, on screen and in every downloaded file.

FOR DEVELOPERS

The same data,
over an API.

Filings, financials, quotes and calendar data, plus PRO conversational research,
over REST and MCP. Generate clients from the OpenAPI specs.

PRICING

From data
to your team’s research.

Start with the scope you need.
Want to see the workflow first? Book a 30-minute demo

DATA LAYER01

Data API

Connect filings, financials, quotes, news and calendar data to your systems.

Contact salesQuoted on data scope and call volume

REST API for Korea, the US or both, per contract
Original filing links and AI filing summaries
A PoC on the Enterprise endpoints, 7 days by default

Request Data API access

AI LAYER02

EnterpriseTailored

We design the screens and workflow around your team’s research.

Contact salesQuoted on the scope of the build

Research briefs built on your portfolio
A PoC on your watchlist, 7 days by default
Scope and support tailored to your team

Talk to us about your team

FOR INDIVIDUALS03

PRO API

For personal research programs and AI tools over MCP.

Contact salesQuoted on plan and usage

Data · Filings, financials and AI filing summaries
Ask · Phoenix AI PRO conversational research
Bundle · Both Data and Ask

Read the PRO API docs

Data API, Enterprise and PRO API are all priced on request. Email help@alpsoft.io to get started. A PoC runs for 7 days by default (the term can be adjusted by agreement), and accounts are issued after review. Coverage is Korea, the US or both; Japan and China data are coming soon.

Frequently asked

Before you start,
common questions.

Answers about research scope, evidence and bringing Phoenix AI to your team.

Have another question?

What is Phoenix AI?

Phoenix AI is a securities AI that researches and compares companies using Korean and US filings, financials and market information. It supports the repetitive research work of finance professionals, from gathering data to checking the evidence.

Which teams is it for?

It is built for teams that repeatedly look up financials, compare companies and review filings: analysts, research teams, advisory firms, asset managers and IR teams. It cuts the time spent organizing data so the team can focus on the issues.

Can I look at Korean and US companies together?

Yes. Korean companies are covered from DART filings and US companies from SEC EDGAR filings. You can compare companies across both markets and check the financial figures and filing evidence side by side.

What does it help with during research?

From natural-language questions, it looks up a company’s financials and compares results and ratios across companies. It organizes multi-year trends and growth rates and presents the formulas and original filings so you can keep reviewing.

Can I check the evidence behind an answer myself?

Yes. Filing-based answers include their sources, such as the report name, filing date and a link to the original. For financial ratios, you can review the figures and formulas used in the calculation.

What is the AI stock briefing?

It is reference content that gathers a stock’s price moves, key issues, market reaction and related articles in one place. Use it to scan scattered information and find issues worth checking further.

What does the reach probability on the forecast chart mean?

It is the target-reach probability that PheonixAI calculates with its own model. The target price, horizon and probability are provided together, and Phoenix AI receives this model output and displays it on the chart. For example, 75% within 1 year is a model estimate of the likelihood of reaching the target price within that period. It does not mean a validated hit rate, nor a guarantee of returns or of reaching the target. The chart on this page is a fixed example built from actual price history as of the date shown and published model output; changing the price-history range does not change the model’s horizon or probability.

How does the conversational filing analysis on this page work?

Search for a stock and it loads the public analyses stored in Phoenix AI. You can explore approved analyses of recently collected 8-Ks, Korean financial intelligence, filing-based risk checks, published price-move analyses and the newswire through questions. “Show it as a chart” displays the available results comparisons or financial metrics as a bar chart and a table, with units and basis. The background to a rise or fall is shown with the news coverage of the time and the analysis date. It is a way to explore existing analyses: it does not generate new AI analysis, and it withholds judgment when data is missing.

How do I get started with the developer API?

Request an account at openapi.chickstockfi.com/en/request. We review each request and issue an account; there is no self sign-up. Log in to the developer console with that account and create your own API keys. A PoC gives you the Enterprise endpoints for 7 days by default (the term can be adjusted by agreement). Data API, Enterprise and PRO API are all priced on request. The quickstart at openapi.chickstockfi.com/en/docs/quickstart walks you from key to first request.

How do we bring it to our team?

Book a demo meeting or send us an inquiry. Tell us how your team researches, the markets you follow and the work you need covered, and we will scope the rollout and timeline with you.

Does Phoenix AI provide investment advice?

No. All data and summaries are provided for reference only and are not investment advice or a solicitation to buy or sell. Investment decisions and their consequences rest with the user.

LET’S GET TO WORK

Your next research,
shall we start together?

Try Phoenix with your team’s watchlist and questions.
From a product demo to a PoC (7 days by default), we design it with you.

help@alpsoft.io

01 / TALK02 / DEMO03 / BUILD

Read the filings. Dig in through conversation.

Palo Alto Networks

Research results,at a glance.

Samsung Electronics

Less time finding data,more time making calls.

Short questions.Deep analysis.

Every number,traceable to its source.

Analysis,in numbers you can read.

Growth and profitability,in one chart.

Fast, accurate data,straight into your systems.

Fast

Secure

Accurate

Deep data

Easy to adopt

Customizable

Understand the result.Check the evidence.

Where does Apple make its revenue?

Before the market moves,start with your portfolio.

Three things to check today.

Semiconductors above the mandate cap

A counter-view that could change the thesis

New filings from your holdings

Earnings calls,transcribed, searchable, summarized.

US filings,drafted as news copy.

Three editions: flash, standard and in-depth

Source evidence behind every number and quote

Download as HTML, Markdown or JSON

A source line and an “AI-written draft” notice

The same data,over an API.

From datato your team’s research.