Capabilities

50+ tools for investment, accounting, and forecasting

OmaX routes every question to the right financial tool — live SEC and market data, uploaded spreadsheets, valuation models, and exported workbooks.

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50+Analysis tools
SECFilings & excerpts
ETSStatistical forecasts
ExcelImport & export

Market data & fundamentals

Live prices, quarterly metrics, analyst estimates, and peer benchmarks for public companies.

  • Financial ratiosROE, ROA, margins, liquidity, and leverage ratios from reported financials.
  • Metric time seriesQuarterly revenue, net income, and cash flow trends over 8+ periods.
  • Stock prices & profilesCurrent quotes, sector, industry, and company overview data.
  • Analyst estimatesConsensus EPS and revenue estimates from market data providers.
  • Peer benchmarkingCompare valuation and profitability metrics against industry peers.
  • Company comparisonSide-by-side analysis across multiple tickers.
  • Earnings calendarUpcoming and recent earnings dates with watchlist support.
  • News summariesRecent headlines and context for a given ticker.
  • Earnings qualityAccruals, cash conversion, and quality-of-earnings signals.
  • Segment breakdownRevenue and operating income by business segment.
  • Cash flow analysisOperating, investing, and financing cash flow decomposition.
  • Growth ratesYoY and CAGR for revenue, earnings, and selected metrics.

Example prompts

  • Calculate MSFT financial ratios
  • Compare AAPL, GOOGL, and META on margins
  • Show analyst estimates for NVDA

SEC filing intelligence

Search, summarize, and compare disclosures from 10-K and 10-Q filings.

  • Filing searchKeyword search across risk factors, MD&A, and business sections.
  • Filing summariesStructured summaries of annual and quarterly reports.
  • MD&A excerptsManagement discussion highlights with source citations.
  • Risk factor analysisExtract and compare disclosed risk factors across periods.
  • Filing comparisonPeriod-over-period diff of filing language and disclosures.
  • Semantic filing compareMeaning-based comparison when wording changes between filings.
  • Filing metadataFiling dates, form types, and accession details.
  • Financial snapshotQuick overview of latest reported fundamentals from filings.

Example prompts

  • Search TSLA 10-K for AI risk factors
  • Summarize the latest MSFT 10-Q MD&A
  • Compare AMZN risk factors year over year

Valuation & modeling

Institutional-grade models from DCF and comps to LBO, Monte Carlo, and investment memos.

  • DCF valuationDiscounted cash flow with WACC, terminal value, and implied share price.
  • Comps valuationTrading multiples vs. peer set with implied valuation range.
  • LBO modelLeveraged buyout returns, debt paydown, and IRR scenarios.
  • DDM valuationDividend discount model for dividend-paying companies.
  • Monte Carlo valuationProbabilistic valuation with distribution of outcomes.
  • Sensitivity tablesTwo-way sensitivity on WACC, growth, and margin assumptions.
  • Football fieldVisual valuation range across DCF, comps, and precedent methods.
  • Three-statement modelLinked income statement, balance sheet, and cash flow projection.
  • Budget model builderMulti-year budget from historical actuals and assumptions.
  • Scenario analysisBull, base, and bear cases on revenue and margins.
  • Merger accretionPro-forma EPS impact and accretion/dilution analysis.
  • Investment memoStructured equity research memo with thesis and risks.
  • Credit healthLeverage, coverage ratios, and credit risk indicators.
  • WACC calculatorCost of equity, cost of debt, and weighted average cost of capital.

Example prompts

  • Run a DCF on AAPL
  • Football field valuation for CRM
  • Build a 5-year three-statement model for MSFT

Forecasting

ETS statistical projections with confidence intervals — on market data or your uploaded statements.

  • ETS forecastingExponential smoothing for revenue, net income, and free cash flow.
  • Confidence bands95% upper and lower bounds on quarterly projections.
  • MAPE backtestingHistorical accuracy score when sufficient data exists.
  • Forecast templatesStarter forecast structure from company actuals.
  • Metric forecastingProject any supported metric over 1–24 quarter horizons.
  • Uploaded data forecastsForecast directly from parsed Excel P&L and statements.

Example prompts

  • Forecast MSFT revenue for the next 4 quarters
  • Project Tesla free cash flow with confidence intervals
  • Forecast revenue from my uploaded P&L

Document & Excel workflows

Upload financial statements, extract numbers with OCR, reconcile sheets, and export workbooks.

  • Excel uploadParse .xlsx, .xls, and .xlsm with multi-region table detection.
  • PDF & Word ingestionExtract financial tables and numeric data from documents.
  • OCR for imagesRead scanned statements and photos when OCR is enabled.
  • Statement reconciliationCross-sheet checks between income, balance, and cash flow.
  • Error detectionFlag inconsistencies and missing periods in uploads.
  • Metric lookupQuery specific line items and periods from uploaded data.
  • Excel export — forecastDownload income statement actuals plus forecast columns.
  • Excel export — full analysisStatements, forecast, validation, and product sheets in one file.
  • Round-trip exportMirror your import structure with updated analysis.
  • Product forecast templateDownload the SKU sales forecast starter workbook.

Example prompts

  • Analyze my uploaded income statement
  • Reconcile the balance sheet against cash flow
  • Export forecast to Excel

Product & inventory analytics

SKU-level sales forecasting, product mix analysis, and replenishment planning.

  • Product catalog importLoad SKU master, categories, and attributes from workbooks.
  • Sales history analysisHistorical unit and revenue trends by product.
  • SKU sales forecastPer-product demand projections over configurable horizons.
  • Category forecastsRoll up product forecasts by category or segment.
  • Forecast vs. actualCompare projected sales to realized results.
  • Product mix analysisRevenue contribution and concentration by SKU.
  • Product rankingTop performers by revenue, units, or growth.
  • Inventory planningReplenishment quantities and stock-out risk signals.
  • Product forecast exportDownload SKU forecast workbook from session data.

Example prompts

  • Forecast sales for my top 10 SKUs
  • Rank products by revenue contribution
  • Plan inventory replenishment for Q4

Sessions, profile & context

Pin company context per chat, persist uploads, and resume work after sign-in.

  • Company contextAttach ticker, company name, and notes to any session.
  • Chat historySearch and resume prior conversations from the sidebar.
  • User companiesPersist upload data and statements to your profile.
  • Session memoryContext carries across messages within a session.
  • Cross-device syncSigned-in users pick up chats and uploads anywhere.
  • Prompt templatesReusable analysis prompts from the chat sidebar.

Example prompts

  • Set company context to Acme Retail (ACME)
  • What did we discuss about margins last session?

Research, macro & utilities

Web research, macro data, currency conversion, portfolio tools, and feasibility studies.

  • Web searchSearch public web for market facts, news, and regulations.
  • URL fetch & browseRead pages and APIs from a URL with cited excerpts.
  • Feasibility studiesFull business case with NPV, IRR, scenarios, and GO/NO-GO verdict.
  • Macro indicatorsUS yield curve, rates, and selected macro time series.
  • Currency exchangeConvert between 50+ currencies using live ECB rates.
  • Formula calculatorEvaluate financial formulas and expressions in chat.
  • Portfolio optimizationMean-variance and risk-parity portfolio weights.
  • VaR / CVaRValue at Risk and conditional VaR for ticker baskets.
  • Finance conceptsExplain ROE, DCF, WACC, GAAP terms, and more.

Example prompts

  • Create a feasibility study for a Dubai café — $150k, 5 years
  • Convert 1.2M EUR to USD
  • What is WACC?

Start with a ticker or an upload

Enter a symbol in chat for public company analysis, or upload your own financials to forecast and export.

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