Use cases

Four research jobs you'll recognize, how they usually go, and how they go in FFP One. Every example here is a real question run in the app.

A client asks about a company you don't cover

Usually that means downloading the 10-K and settling in: the business, the risk factors, management's account of the year, then five years of figures copied into a spreadsheet to see the trend. An afternoon, more or less, before you've formed a view. Maybe if you're lucky there's a sell-side analyst paper on them, but that's not something you can interact with.

In FFP One, open the company page. It brings together the business, its risks, management's discussion, the income statement, balance sheet and cash flow, health scores such as Piotroski and Altman Z, segments, the share price and key ratios, and its recent 8-K filings. Every card has an “Ask about this in Chat” link, so your follow-up question starts from what you're looking at, and Chat answers from the company's own filings.

You're up to speed in minutes, not an afternoon, with the sources a click away.

You want to test an investment idea

Testing a thesis properly means building the comparison yourself: who the competitors really are, their numbers on the same basis, and the one-offs that distort the picture. It's real work, and it's often the part that gets skipped.

In FFP One, run a Research Report on the question. It leads with the answer (confirmed, refuted or reframed), lays out the evidence, and ends with a table showing where its figures came from. It runs in the background, and you choose the model: Claude by default, GPT from OpenAI, or a China-based model from DeepSeek or GLM for a fraction of the credits.

Asked who Marvell competes with and how their margins compare, the report took the competitor list from Marvell's own 10-K, then corrected the premise: a one-off $1.8B gain flattered Marvell's net margin, so it ranked the peers on operating margin instead. That took about five minutes and 67 credits.

You need to know what's really inside a fund

The answer is in the fund's N-PORT filing, spread across hundreds or thousands of holdings rows. Getting from there to the portfolio's sector mix, or its P/E as a whole, means joining every row to each company's financials by hand. A daunting task to do manually!

In FFP One, open the fund's page: what it owns, how concentrated it is by sector, and the whole portfolio measured as if it were one company (P/E, margins, return on equity), with how much of the fund those figures cover. From a company's page, the Funds tab goes the other way and shows which funds hold the most of it.

Because every holding is linked to what that company's filings say, you can ask thematic questions too. Asked which funds have the most exposure to the AI buildout, Chat ranked funds by the share of their portfolio in companies whose filings carry the AI Infrastructure theme, left out single-stock wrappers, and noted that the funds' reports date from different quarters. Holdings come from each fund's latest N-PORT filing, so they're usually last quarter's.

You need what the filing actually says, then a write-up

That usually means searching a long PDF for “interest rate”, copying passages into a document, and then turning your notes into something the investment committee or a client will read.

In FFP One, the Filing Search tab finds a term across a company's filings and shows the matching passages word for word, most relevant first, each with the filing, the year, the section and a link to the original on SEC EDGAR. Or ask Chat: asked what JPMorgan's filing says about higher interest rates as a risk, it quoted the FY2025 10-K word for word, said where it sits (Item 1A, under market risk) and labeled the answer Filing Text.

Clip the passages, answers and tables you want into Notes, where each clip remembers where it came from, and add your own thinking. When it's time to share, Make memo turns a chat, a Research Report, a note, or a company or fund page into a one- to three-page memo; the Marvell report's took 3 credits. A memo works only from what it's made from and doesn't look anything up. Export reports and memos to PDF or Word, and figures to Excel.

Try it on your own question

Bring a company you're researching and a question you haven't resolved. To see what's underneath, read how FFP One works.