Mool ai is a continuous financial intelligence platform built around the user, positioned as an intelligent workspace for accelerating research and generating insightful documents. Its core goal is to help users understand the assets they hold, track changes, and make next-step decisions based on evidence.
Main capabilities include:
- Company research: Provides published corporate research reports covering business models, financial fundamentals, segment economics, competitive positioning, growth drivers, and more. Users can view source periods and figures, and track companies.
- Portfolio connection: Supports importing holdings, including supported brokerage connections, statements, and manual holdings, linking research to the assets users actually hold.
- Weekday briefings: For held and watched companies, provides weekday briefings, connecting updates to the companies users hold and watch.
- Deep analysis: Enables in-depth investigation of companies, portfolios, trades, or financial models, generating reports that include evidence, analysis, and editable output. For example, researching a company from filings, explaining segment economics, building driver-based forecasts, comparing peers, and showing the impact of changes in assumptions.
- Market notes: Provides market notes and upcoming events for India, the United States, the United Kingdom, the Gulf, Singapore, and global markets.
- Institutional services: Can provide licensing for wealth management firms, advisory firms, asset management companies, AMCs, institutional investors, family offices, and multi-asset investment teams, creating a client experience with institutional branding, built around their investment approach and existing relationships.
How to use:
- Users can start with a company they care about, read its published business model and financial fundamentals, check the source periods and figures, and then follow the company in Mool.
- They can ask their own questions and analyze them together with documents, company methods, and evidence.
- Published business models and financial analysis can be read for free; full reports and Mool's research views require Individual level or above.
- A 10-day Pro or Firm trial is offered, requiring a work email and no credit card.
Use cases:
- Individual investors: Understand investments, discover companies, consolidate holdings, track changes, and ask questions.
- Investment teams: Form challengeable company views from large volumes of filings, including economics, financial history, assumptions, and scenarios.
- Institutions such as wealth management, advisory, asset management, and family offices: Provide clients with an intelligent experience based on their portfolios and institutional perspective.
Limitations and notes:
- Mool's research is written by AI agents and published and responsible by SEBI-registered research analyst Mool Capital Private Limited, and is general research, not advice for any individual.
- The possible work described in the examples depends on the briefing and available evidence for the actual output.
- Branding, client access, integrations, and promotion need to be determined through consultation with Mool.
- Specific pricing, supported platforms, integration details, and similar information are not yet provided in the materials.
