AI Investing Assistant
Analyze filings, model scenarios, and summarize positions. Live-data grounding is required before this vertical ships.
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AI Investing Assistant turns Zeplik into a focused investing workspace. Analyze filings, model scenarios, and summarize positions. Live-data grounding is required before this vertical ships. Every answer is grounded only in the documents you provide, and the full Zeplik skill set stays available so you are never boxed in.
Upload or paste your material, describe the task in plain language, and the matching investing skill runs automatically to produce a structured, review-ready deliverable.
This is information and analysis only -- it is not investment, financial, or tax advice and is not a recommendation to buy or sell any security. Figures are only as current as the data retrieved; verify prices and filings against a primary source before acting.
How to use Investing on Zeplik
Bring your material
Upload or paste the documents you are working from -- your source files or pasted text. Nothing is assumed; the analysis is built only from what you share.
Describe the task
Ask in plain language, for example "Analyze this 10-K I'm uploading and give me a bull/bear brief". Zeplik routes to the right investing skill without you naming it.
Review the deliverable
You get a structured, review-ready result with its working shown. This is information and analysis only -- it is not investment, financial, or tax advice and is not a recommendation to buy or sell any security. Figures are only as current as the data retrieved; verify prices and filings against a primary source before acting.
Frequently asked questions
- Is AI Investing Assistant a substitute for a professional?
- No. This is information and analysis only -- it is not investment, financial, or tax advice and is not a recommendation to buy or sell any security. Figures are only as current as the data retrieved; verify prices and filings against a primary source before acting.
- What do I need to provide?
- Your own documents -- your source files or pasted text. You can upload files or paste text directly into the chat; there is no account linking or connector to set up.
- Does it give me professional advice?
- It produces draft analysis and working papers for a qualified professional to review. It does not provide professional advice and does not replace one.
- Is it free to try?
- Yes. You can start for free and run these skills like any other Zeplik chat; credits only apply to normal model usage, with transparent pricing.
Skills in this workspace
- Equity Research Brief
- SEC Filing Analysis
- Earnings Analysis
- Portfolio Review
- Valuation Model
- Technical Analyst
- Position Sizer
- Breakout Trade Planner
- Earnings Trade Analyzer
- Scenario Analyzer
- Market Conviction Synthesizer
- Backtest Expert
- Trade Performance Coach
- Options Analyzer
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