Feature & Limitations Inventory
Audience: Users & Admins · Version 0.5 (draft) · Updated 2026-09-05
What exists in Capital Workbench today, what state each feature is in, and the
known limitations of each. This is the single source of truth for "is this live?"
and "why can't I do X?" — useful for users orienting themselves and for admins
answering support questions.
Keep this page current as features ship or change state. “Live” describes implemented access, not financial-data certification. Coverage and freshness must be checked on the selected company and period.
Status legend
| Status |
Meaning |
| Live |
Fully shipped and available to its intended audience. |
| Live (partial) |
Shipped, but data coverage or scope is still limited. |
| Plan-gated |
Live, but restricted to a paid plan (Analyst+) or otherwise entitlement-gated. |
| Admin-only |
Only available to admin accounts. |
| Preview/Dev |
Internal sandbox; not in the main navigation, not for general users. |
Note on access: the main analytics pages are viewable without signing in,
up to a monthly free-view limit (~15 pages; a reminder banner appears as it
runs down, then a signup gate). Creating a free account removes the page
limit. AI generation requires an active account with a verified email; billing and
account management require sign-in. Viewing an active unlisted share needs no account. Specific paid gates are called
out per row.
Analytics pages
| Feature |
Where |
Status |
Known limitations |
| My Workbench |
/workbench |
Live |
Personal home: resume band, favorites, quick links, recent reports and shares. Requires sign-in (it is your account home); the nav entry appears only when signed in. |
| Performance + |
/performance-improvement |
Live |
Improvement perspectives plus a working-capital diagnostic. Downloadable framework packs appear only once approved for publication; downloads are free but require a signed-in account. |
| Financial Overview |
/performance-overview |
Live |
No page-level PDF export. AI intro brief needs sign-in + chat enabled (otherwise static copy). Email verification and shared AI limits apply to generation. Sankey hidden when no data for the period. |
| Working Capital |
/working-capital |
Live |
PDF export supported. Some panels show "Data unavailable" when inputs are missing. |
| Cash Analysis |
/cash-analysis |
Live |
PDF export supported. EBITDA-based ratios depend on EBITDA being computable for the filer (see limitations below). |
| Company Financials |
/company-profile |
Live |
No header PDF capture; instead has in-page Copy and Export CSV. Empty rows hidden by default. |
| Scenario Planning |
/kpi-forecast (nav: Scenarios) |
Live |
Scenario calculator: projects KPIs from assumptions you adjust (defaults are historical medians). Projected values are a user scenario, not a CW forecast. No page-level PDF; in-page CSV export. |
| Peer Benchmarking |
/peer-benchmarking |
Live (partial) |
Self-described "first-pass." Peers are auto-selected by sector (a placeholder framework — see Data & Methodology). No page-level PDF. |
| Industry Analytics |
/industry-analytics |
Live |
Industry cohorts can fall below the minimum sample size and show an empty state; a fallback level may be used and badged. |
| Filings & Governance |
/corporate-governance |
Live |
Filing/document coverage depends on what's been ingested for that company (matched by CIK). Inline reader is desktop-only; smaller screens use a modal. |
| Insider Activity |
/insider-activity |
Live (partial) |
Phase 1 ingestion only covers a limited set of companies so far. The USD value timeline metric is planned for a later phase. CSV export is Plan-gated (Analyst). |
| Company News |
/company-news |
Live |
RSS-based; an empty state appears when no items match the filters. The header "News" link is a separate external Google News shortcut. |
| Feedback |
/feedback (a.k.a. /page-suggestions) |
Live |
Suggestion form for feature ideas and page requests. |
Hidden / utility pages
| Feature |
Where |
Status |
Notes |
| EDGAR Reader |
/edgar-reader |
Live (utility) |
Standalone document reader opened from a filing preview; not in the nav. |
| Performance Overview (Dev) |
/performance-overview-dev |
Preview/Dev |
Sandbox for movable page sections; production page unaffected. |
| Corporate Governance (Dev) |
/corporate-governance-dev |
Preview/Dev |
Dev variant of the governance page. |
AI features
| Feature |
Where |
Status |
Known limitations |
| AI Agent (chat drawer) |
"AI Agent" button → drawer |
Live |
Requires a verified account and chat enabled; the button is hidden otherwise. Subject to plan allowances, request limits and shared capacity. See the AI Agent Guide. |
| MCP connections |
Account menu → /account/mcp |
Private beta |
Active, verified accounts can create, view usage for, and revoke personal tokens. Existing Stripe tiers set persistent account allowances. No separate MCP purchase. See Connect an AI Assistant. |
| Chat history sidebar |
Within the AI drawer |
Live |
Lists your own past conversations; you can reopen or delete a conversation. The currently active chat is excluded from the list. History is per-user. |
| AI page intro briefs |
Top of analytics pages |
Live |
Available on Financial Overview, Working Capital, Cash Analysis, Industry Analytics, Peer Benchmarking. Falls back to static copy for signed-out users or errors; manual refresh is rate-limited. |
| AI Reports (generation) |
Header AI Reports launcher, or Chat → "Generate report"; library at /account/reports |
Live |
Generation runs inline: the report opens in a new tab and finishes building on the page (timing varies; verification, report quotas and shared capacity apply). From chat the agent proposes and you must click Generate — it never auto-creates one. Edit UI appears once a report is "ready". |
Exports & sharing
| Feature |
Where |
Status |
Known limitations |
| Download Company Workbook (Excel) |
Reports menu |
Live |
Template-backed .xlsx populated with the selected company's data. One template today (company profile). |
| Download Raw Data (Excel) |
Reports menu |
Live |
Raw financial workbook for the selected company. |
| Download PDF report |
Reports menu |
Admin-only |
Client-side page capture; currently enabled only for admin accounts. Non-admins see a "not enabled for your account yet" hint. |
| Company Financials: Copy / Export CSV |
Company Financials page |
Live |
Clipboard copy can fail in restrictive browsers. |
| Insider CSV export |
Insider Activity page |
Plan-gated |
Requires the Analyst plan; locked UI shown otherwise. |
| AI Report export (Markdown / PDF) |
Report viewer |
Live |
Requires a saved, ready report (a draft with unsaved edits is blocked). |
| Shared links (hosted) |
Share menu on charts/pages |
Plan-gated |
Creating a hosted share link requires the Analyst plan. Links are unlisted, expire by default, and are rate-limited (10/day). Viewing a shared link needs no account. |
Account, billing & admin
| Feature |
Where |
Status |
Notes |
| Sign up / Sign in |
/signup, /login |
Live |
New accounts default to Free. Verification is required before AI generation; browsing remains available while verification is pending. |
| Two-factor auth (TOTP) |
/login/2fa, /account/security |
Live |
Recovery codes supported. Admins may be required to enroll. |
| Password reset |
/forgot-password, /reset/<token> |
Live |
Enumeration-safe responses. |
| Invites |
/accept-invite/<token>, invite-code redeem |
Live |
|
| Billing & plans |
/account/billing, /pricing |
Live |
Free / Analyst; Enterprise via contact sales. Current new-checkout availability is shown on Pricing. SSO and custom integrations are not included in the self-service product. |
| My reports |
/account/reports |
Live |
Lists your generated reports. |
| Shared links management |
/account/shares |
Live |
List and revoke your hosted shares. |
| Legal (Terms / Privacy / acknowledgement) |
/terms, /privacy, /legal/acknowledge |
Live |
Acknowledgement can gate app access until completed. |
| Admin Hub |
/admin/ |
Admin-only |
Data management, AI settings, chat-log review, jobs, and more. |
Cross-cutting limitations & notes
- Data freshness: data is sourced from publicly available filings and can lag the latest
quarter. Some metrics may be a quarter or two behind. See
Data & Methodology.
- Missing values: disclosure gaps, pending mapping/computation, industry rules or errors can leave a metric unavailable. Read the available reason and source; do not interpret a blank as zero or proof that the issuer did not disclose it. See Data & Methodology.
- Maintenance windows: during a data sync, some
/api/* endpoints briefly
return a 503 with a maintenance banner; this is expected and short-lived.
- Disclaimer: Capital Workbench presents public data only and is not
investment advice.
- App stage: the product is in early access ("Alpha"); features and limits
may change.