AI reads reports and press releases faster than you do, but it doesn’t know what a number changes in your thesis. It digs through, checks, and formats: the analysis and the recommendation stay yours.
AI helps financial analysts with tasks such as “Query a company’s annual reports,” “Dig through an earnings release,” and “Check a financial model before sending it.” Start with a single task, in Gemini Notebook: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Gemini Notebook · One notebook per company
TodayFive fiscal years, three hundred pages each, and the answer to your question is hiding in a footnote.
With Gemini NotebookA table across several fiscal years, where each number points to the page of the report.
Claude · Attached files, in the conversation
TodayThe release drops at 7 am, the market opens at 9 am, and you already have to say what was a surprise.
With ClaudeA table of reported versus expected, the list of one-off items, and the guidance announced, with page references.
Claude · Claude in Excel
TodayOne formula overwritten by a hard-coded number, and the whole valuation is wrong with nothing to show it.
With ClaudeThe list of cells to check, each with its address and the reason for doubt.
Also
Microsoft Copilot · Copilot in Excel
A sensitivity table linked to the model that updates when your assumptions change.
Perplexity · “Research”
A structured sector report, where every number carries its source and date.
Gemini Notebook · “Chat” panel
A record of management’s commitments, date by date, and a list of ready questions.
Julius · Excel or CSV file, in the conversation
Three charts ready to paste into the note, with the columns used for each.
Claude · “Projects”
A first draft of the note in Word, in your style, faithful to your numbers and your thesis.
DeepL · File translation, with “Glossary”
An English reading version, and the list of passages where the translation departs from the original.
Microsoft Copilot · Copilot in PowerPoint
A six-slide deck in your firm’s template, to complete with your charts.
All 10 use cases on this page are in Nova, each with its steps and its prompt.
Try the interactive demoWhat to check
Import only published documents. The notebook can misread a table laid out in two columns: open the passage before you use a number.
Query a company’s annual reportsGemini Notebook · One notebook per companyThe prompt to copy
Using only the documents in this notebook, trace the change in [operating margin by division] over [five] fiscal years. Present a table: fiscal year, division, revenue, operating income, margin, with the report page for each number. Flag any change in scope, accounting method, or division breakdown that makes two years not comparable. If a number isn’t published, write “not published” instead of calculating it.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the research note
In your jobRead a report published in another language
In your jobPrepare your questions for management
In your jobQuery a company’s annual reports
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
Dig through an earnings release, check a model in Excel with the cells cited, and write the note in your style.
Recommended planFree to try, with no internal documents. Panel in Excel: Pro, $20 per month ($17 per month if billed yearly). For a company: Team, $25 per user per month ($20 if billed yearly).
A company’s annual reports and earnings calls in one notebook: each answer points to the page of the document.
Recommended planFree: 100 notebooks, 50 sources per notebook, 50 questions per day.
A sector overview with the source and date of every number, before you initiate coverage.
Recommended planFree: 3 “Pro” searches per day and 1 “Research” report per month. Then: Pro, $20 per month (€22 on the French App Store).
If the company runs on Microsoft 365: build a sensitivity table in Excel and turn your note into a PowerPoint deck, without the files leaving.
Recommended planMicrosoft 365 Copilot Business, €15.60 excl. tax per user per month, annual commitment.
Upload an export of published numbers and get the charts for the note by describing them in one sentence.
Recommended planFree, $0: 25 credits per day. To export charts and reports: Plus, $20 per month, or $16 per month billed yearly.
Read a report published in German, Italian, or Japanese right away, with its original layout.
Recommended planFree, €0, for text already published: 50,000 characters and 1 file per month. Otherwise: Individual, €7.49 per month, billed yearly.
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Gemini Notebook, Perplexity, Microsoft Copilot, Julius, and DeepL. 5 of them can be used for free to get started.
Dig through an earnings release, check a model in Excel with the cells cited, and write the note in your style. The plan to choose: Free to try, with no internal documents. Panel in Excel: Pro, $20 per month ($17 per month if billed yearly). For a company: Team, $25 per user per month ($20 if billed yearly).
With “Query a company’s annual reports,” in Gemini Notebook (One notebook per company). Allow 20 minutes the first time. A table across several fiscal years, where each number points to the page of the report.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.