What is Sumalist?
Sumalist is a financial research workspace that turns the articles financial analysts write — broker notes, internal models, macro commentary, call summaries — into analysts you can chat with. Ask a question in plain language and get an answer grounded in the documents behind it, with citations that open the exact source paragraph.
Research that answers back
Research distribution is broken in both directions. Analysts publish PDFs that get emailed, forwarded, and forgotten; subscribers accumulate reports faster than anyone can read them. Sumalist replaces the pile with a conversation: every analyst becomes a chat that knows their entire body of work.
How it works
- Connect the research. Add broker notes, internal models, macro commentary, and call summaries. Sumalist parses and indexes them per analyst.
- Ask in plain language. Message an analyst — or a group of them — the way you'd message a colleague. Routing picks the right expertise for the question.
- Verify before you act. Every claim carries a numbered citation into the underlying document. Answers aren't generated from thin air — they show their work.
Who it's for
Research teams — a house full of analysts, one channel out. Sumalist turns each analyst's articles into a chat clients actually return to, and tells you what they're asking.
Subscribers — many analysts, one desk. The work you subscribe to arrives scattered: PDFs here, emails there. Sumalist collects all of it in one place and turns it into answers, not another pile to read.
Frequently asked questions
What is Sumalist?
Sumalist is a financial research workspace. Research teams upload analyst articles, broker notes, internal models, and call summaries; Sumalist indexes them per analyst and lets subscribers chat with each analyst's body of work. Every answer carries numbered citations that open the exact source paragraph.
Who is Sumalist for?
Sell-side and buy-side research teams who want their published research to be askable rather than just readable, and subscribers who follow several analysts and want one desk that answers from all of them instead of a pile of PDFs and emails.
How is Sumalist different from a general AI chatbot?
Answers are grounded only in the research you or your providers put in — not the open internet — and each claim links to the underlying document so you can verify before you act. Group chats let several analyst personas answer the same question side by side.
Is there an iOS app?
Yes. Sumalist runs on the web at sumalist.com and as a native iOS app, with push notifications when new research or answers arrive.
How much does Sumalist cost?
Sumalist is available by private subscription for research teams. There is no public price list — plans depend on team size and data volume. Contact [email protected] for a quote.
Get started
Sumalist is available by private subscription for research teams — write to [email protected], or sign in if your team already uses it. See also our privacy policy and terms of service.