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Research Intermediate 45 / 58

Navigate the Research Document Vault

Updated 31 October 2026 · 2 min read · 14 Contents

The Research Document Vault stores PDFs you upload — annual reports, offer documents, research notes — and extracts their text into page-numbered passages you can search and ask cited questions about.

Why it is useful #

It keeps your source documents private to your account and lets every answer point back to the exact page it came from.

Where it appears and the workflow #

Open Research Documents (/ResearchDocuments) while signed in. Upload a PDF with its document type, declared date and optionally a linked symbol and exchange. Open a document (/ResearchDocuments/{id}) to browse passages, topic matches and cited answers.

Calculation or source #

Text is extracted from the PDF's text layer into page-numbered, hashed passages, and each file gets a SHA-256 checksum. Topic matches and question answers are built on those passages and cite their pages. Tables and financial figures are not converted into metrics.

Prerequisites, inputs, period and unit #

Prerequisites are sign-in and a PDF with a text layer. Limits are 25 MB per file, 100 documents and 500 MB in total.

Worked example #

Illustrative only: uploading a 180-page annual report and asking about debt maturities returns an answer citing pages 112 and 115, which you can open to check the original wording.

What high and low mean #

There is no high or low score; passage matches are ranked by relevance to the question or topic.

Positive, negative and zero #

Not applicable: the vault stores text, not signed values.

Unavailable values #

A PDF without a text layer is marked text-layer-unavailable (there is no OCR). Encrypted, malformed or failed files are rejected with that reason.

Limitations and common mistakes #

Answers are only as good as the uploaded text and can miss content in images or scanned pages. Always read the cited page.

Market-specific differences #

Documents keep the declared date and any linked exchange listing you give them; the vault does not verify issuer identity.

Related terms #

Related concepts include Form 10-K, DRHP, RHP and income statement. Read Review company filings pages for filings the platform links directly.

Suggested next steps #

Upload one annual report, ask one question and open each cited page to confirm the answer matches the source.

Educational use only #

This guide explains descriptive research evidence. It is not investment advice, a price prediction, a recommendation, a claim of predictive accuracy, or an instruction to buy, sell, rebalance or place an order.

Educational information only; not investment advice or an order service.
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