Calypso Copilot
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Calypso Copilot

AI copilot for public equities research, thesis testing, and earnings tracking
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Calypso Copilot is an AI-first copilot for public equities research and portfolio coverage. It brings together widely available public-market information—such as filings, earnings materials, and transcripts—and layers on AI workflows shaped by buy-side investing best practices. The result is a single place to investigate a company, pressure-test an investment thesis, and stay current on the catalysts that move stocks.

At its core, Calypso Copilot is designed to help you “run coverage” more effectively. You can ask natural-language questions in AI Chats to quickly understand a business, compare peers, or clarify what changed quarter to quarter. When you need to validate a view, AI Opinions can help challenge assumptions, highlight counterpoints, and surface key debates that matter to the market. For deeper primary-source work, transcript search enables fast retrieval across public transcripts so you can pinpoint management commentary, guidance changes, and recurring themes without manually skimming entire calls.

Calypso Copilot also supports ongoing tracking: maintain and refine your personal theses over time, tie updates back to the original reasoning, and monitor developments around earnings with previews and post-report updates. By combining AI-powered insights with tight links to underlying sources, Calypso aims to make analysis faster, more consistent, and easier to revisit—whether you are building a new idea or maintaining a long-term watchlist. more

Review Summary

Features

  • AI-powered stock insights and research assistance
  • AI Chats for company, sector, and catalyst Q&A
  • Transcript search across public transcripts
  • AI Opinions for thesis testing and counterargument generation
  • Key Debates extraction to understand what the market is focused on
  • Personal thesis tracking and coverage organization
  • Earnings previews and post-earnings updates
  • Integrations with multiple public data sources to support decision-making

How It’s Used

  • Hedge funds: idea generation, thesis validation, and catalyst tracking
  • Equity research: faster diligence, transcript work, and earnings workflows
  • Investment banking: rapid company/sector understanding and debate mapping
  • Individual investors: structured research, watchlist coverage, and staying current on earnings and updates

Plans & Pricing

Basic

$10

Everything you need for the best decisions. All financials, news, and debates, 20 AI Opinions per day, 20 AI Chats per day, 14 day free trial

Professional

$399

All of Basic, with more access and support. All financials, news, and debates, 400 AI Opinions per day, 400 AI Chats per day, Live support and faster feature requests

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