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Capital Workbench - References

Understand companies from their own filings. CW turns publicly available data into performance overviews, peer analytics, AI-assisted research, and exportable reports — this site explains how to use it and what the numbers mean.

Version 0.2 (draft) · Updated 2026-06-11

Start here

  • Getting Started

    Accounts, plans, and a guided tour of the main pages.

    Open the guide →

  • Features & Limitations

    What's live, what's partial, and what's gated by plan. The source of truth for current scope.

    See the inventory →

  • AI Agent Guide

    What the in-app assistant can do, how it behaves, and how to prompt it for company research.

    Use the AI Agent →

  • Reports & Exports

    AI reports, Excel workbooks, raw-data CSVs, and shareable links.

    Build a report →

  • Data & Methodology

    Where the numbers come from, how fresh they are, and why some values are blank.

    Read the methodology →

  • KPI Glossary

    Exact definitions and formulas for every metric, plus common points of confusion.

    Look up a metric →

What CW helps you do

  • Screen a company fast — revenue, profitability, working capital, and cash flow trends pulled straight from publicly available filings.
  • Compare against peers — industry analytics and curated peer sets put a single company in context.
  • Research with an assistant — the AI Agent answers questions grounded in the company's own data and filings.
  • Take the work with you — export polished reports, Excel workbooks, and raw data, or share a read-only link.

Important limitations

Read before you rely on a number

CW presents public data only and is not investment advice. Figures come from publicly available filings and may lag the most recent quarter. AI-generated analysis can be incomplete or wrong — always check it against the source filing before making a decision. See Features & Limitations and Data & Methodology for specifics.

About these docs

Conventions

  • Audience and version appear under each page title as Audience · Version · Updated. Versions are per-page and start at 0.1 (draft); bump the minor version on meaningful edits.
  • Status: the whole set is a draft under active revision.
  • No secrets: these pages are public — credentials, connection strings, and API keys never belong here.

Open Capital Workbench → Browse the FAQ →