Put your firm’s research alongside filings, broker views, and financial data. Investigate them together, with sources you can check.
Source availability depends on your provider entitlements and how you use Samaya.
35 sources in all categories
Connect approved internal notes and research to use alongside external sources.
Samaya downloads from an AWS S3 bucket you grant access to.
Bring an approved external MCP server into Samaya as a connected tool. This is separate from connecting an assistant to Samaya’s own MCP service.
Samaya reads directly from a Google Cloud Storage bucket you grant access to.
Shared Google Drive files and folders, including scanned documents.
Email ingestion from your Outlook environment.
A dedicated SFTP pipe for research, notes, or any document set you want ingested on a schedule.
Document ingestion from your SharePoint environment.
Line-item financials and consensus estimates, from your preferred source.
Granular company financials and KPIs sourced from filings and releases, through your entitled Daloopa connection.
Fundamentals, estimates, prices, ownership, people, M&A, and events data. MCP and API connections are in testing and are not yet available in production.
Financials and estimates from the agreed FactSet feed. MCP and API connections are in testing and are not yet available in production.
Full CapIQ Financials — multi-year and quarterly history with detailed line items — plus full CapIQ Estimates, historical and forward broker consensus.
3 years of annual financials plus 1 year interim; 2 years of estimate history and 2 years forecast on core line items.
Consensus estimates, reported actuals, valuation multiples (P/E, EV/EBITDA) and industry KPIs, global, with line-item consensus.
Broker research aggregators and licensed expert-interview transcripts.
Broker research from your firm's approved brokers, delivered through your BlueMatrix relationship.
Broker research distributed via LSEG — ratings, price targets, recommendation changes, estimate revisions and named broker coverage.
Morgan Stanley research reports from 2021 onward, plus Equity Sales & Trading commentary.
Licensed expert-interview and call transcripts across industries and geographies.
Earnings and conference-call transcripts across supported US and non-US companies.
Historical S&P earnings and conference-call transcripts across supported listed companies. S&P transcripts are not currently available through MCP; use Quartr for MCP transcripts.
Earnings and conference-call transcripts from Quartr for supported US and non-US companies. The transcript source is distinct from the platform’s Live Earnings workflow.
Press releases and newswire coverage across global public companies.
Market and company news from supported feeds. Availability, publication times, and ingestion times vary by source.
Company press releases across supported issuers and periods. Confirm coverage for your universe.
Equity market information, public web retrieval, and entitled private-market data.
Current and historical equity prices, market capitalization, and ownership data for supported securities. Provider coverage and timing apply.
Firm profile data (name, HQ, industry, employees, revenue), total capital raised, financing status and last-round summary.
Use your entitled PitchBook connection inside Samaya. Available company, investor, fund, and deal fields depend on the connected service and your subscription.
Publicly available web content, fetched live at query time.
Statutory disclosures — SEC, international, and cross-border regulatory bodies.
Bank regulatory disclosures, including Basel-related capital and risk material, for covered institutions.
Interim and earnings reports from supported non-US companies, including quarterly and half-yearly statements.
Statutory filings from supported non-US companies. Coverage depends on issuer, market, document type, and period.
Company-published presentations, including earnings, investor days, strategy, and transaction announcements.
SEC filings for supported companies and form types, including 10-K, 10-Q, 8-K, and proxy statements. Confirm historical depth for your research.
Speeches, policy decisions and communications from major central banks.
Bank of England policy decisions, minutes, reports, and speeches.
European Central Bank policy decisions, statements, projections, accounts, and speeches.
Speeches and testimony by Federal Reserve officials.
Federal Open Market Committee statements, minutes, projections, and other policy material.
Bring your own research, notes and files into Samaya.
Upload supported research documents, presentations, and spreadsheets, up to 100 MB per file. Processed uploads can be used alongside other enabled sources.
Listed tools may require provider entitlements and an enabled connection. Open source details to check the access requirements for your account. Source availability is not a price quote or a guarantee of complete market coverage. Confirm providers, history, connected tools, usage, and commercial terms for your account.
Bring past investment theses and meeting notes into today’s research. Compare them with new filings and licensed research to see what still holds and what needs another look.
Investment theses, meeting notes, and research management system (RMS) content your team approves.
Company filings, earnings calls, presentations, and news.
Financial data, broker research, and expert insights from providers such as LSEG and Third Bridge.
What does the new disclosure mean for our thesis?
Enabled sources and your entitlements apply.
Compare the latest disclosure with your team’s original thesis. Follow up on the assumptions it challenges and keep the supporting passages close.
Discuss the research you want to bring from your RMS. We’ll scope ingestion, permissions, and supported connections with your team.
Tell us which sources you use. We’ll work through coverage and access together.
