Research the company.
Build and challenge your view.
Fundamental, macro, quantitative and technical research, with private reports and AI-assisted critique.
One connected research workspace.
Investors, analysts and portfolio managers often move between financial tables, company filings, economic releases, models and research notes. Lumunir is being developed to connect that work: discover an idea, investigate the business, examine the evidence, build a view and revisit it as information changes.
Detailed company and fundamental analysis
Explore business models, financial statements, ratios, cash generation, working capital, industry context and peer comparisons. Connect the reported numbers with the operating drivers behind the business.
Governance, management and source evidence
Investigate available management and governance information, shareholding and company disclosures. Open original annual reports and supporting documents so important interpretations can be checked against their source.
Screening, valuation and investment thinking
Use available Indian and US screening tools to organise a research universe. Develop valuation assumptions, explore scenarios and record the evidence, risks and counterarguments behind a thesis.
Who it is for
Individual investors seeking a structured process; independent analysts preparing research; and portfolio managers organising company coverage and portfolio questions. Available tools and account entitlements are described in the portal.
Build your report. Challenge your reasoning.
A research process should preserve what the analyst thinks, why they think it and what would change that view. Lumunir connects private research notes, source references, saved reviews and report submissions.
Create and develop research
Write company notes, thesis assumptions, risks and follow-up questions. Attach available platform evidence and charts to your research, keep dated versions and export available saved briefs for reporting and review.
Submit your own report
Upload a PDF or Word report, or paste readable report text. The private report workflow supports company, sector, macro, portfolio and quantitative research. File-size and readable-text requirements are shown during submission.
Ask intelligence to find weaknesses
With your consent, request an AI critique of your draft. The review can identify unsupported claims, missing counterarguments and source or calculation checks, then suggest concrete revisions. It also examines strengths so the analyst can see what to retain.
Research assistance, with evidence
Use available AI research tools to investigate company questions and supporting material. Treat cited evidence, inference and unresolved questions separately. A critique of an uploaded report reviews the draft; it does not independently validate every external fact.
From a draft to a reviewable view
Research question → company and source analysis → private notes and report → AI critique → analyst revisions → saved review. The analyst remains responsible for the final judgement.
Connect the company to the bigger picture.
Lumunir's scope extends beyond reading annual reports. Its research architecture includes economic context, data analysis, technical exploration and portfolio-related research.
Macro research and analysis
Investigate available economic indicators, releases, policy developments and sector context. Consider how rates, inflation, currencies and other macro variables could affect the company or thesis, using the dates and sources shown.
Quantitative analysis
Explore available statistical methods, saved quantitative runs and supported simulations or backtests. Record the dataset, period, benchmark and assumptions so results can be examined and reproduced where supported.
Technical analysis
Examine available price and volume evidence, trend-based methods and technical context alongside fundamental research. Historical coverage, supported methods and market-specific implementation determine what can actually be calculated.
Portfolio research and ongoing review
Keep portfolio and watchlist research connected to company notes, risks, events and thesis questions. Revisit assumptions as disclosures and market conditions change.
A connected research ambition
The aim is to reduce the need to switch between disconnected research tools and to keep the reasoning in one place. This is a product overview, not a promise of complete coverage, every specialist capability or investment returns.
Explore the research process
Browse all investment research guides
From company research to a reviewable investment report
How AI-assisted report critique supports your review
Read the full introduction
Feature availability, data coverage, AI access and permissions vary by market and company. Some tools are limited or in development. Check the current page and plan description. AI critique examines your report; it does not independently verify every external fact. No investment returns are promised.