Meet Sage

Sage is the research agent inside Heurist Finance. Ask it what you would ask an analyst: quick chat for narrow questions, deep research for big ones. It tailors trading advice to your preferences and your portfolio to help you trade better.

Quick chat and deep research

Quick chat answers a narrow question fast: a price, a definition, a figure from a filing. Deep research takes more steps and reads more sources, for questions that need evidence gathered and weighed before answering.

What it draws on

Every answer is grounded in live data:

• Prices, market overviews, and price history.
• Company fundamentals, SEC filings, and insider activity.
• Macro series from FRED.
• The Heurist Finance story library.
• Web search and page fetches for everything else.

Real computation

For heavy math, Sage writes and runs Python in an isolated sandbox: correlations, backtests, custom charts. Charts render as images in the chat, and a failed chart never blocks the written answer.

Sessions and sharing

Every conversation is saved. Reopen past sessions from the sidebar, or share any conversation as a read-only link.

Next

• What you can do: the feed, brief, and watchlist.
• Pricing: what a message costs.