Solutions · Asset Management

Pascal AI for
Asset Management

Source-cited research agents inside your VPC. Built for institutional asset managers and portfolio companies.

Agentic Table · US Tech Coverage

Bloomberg · FactSet · Auto-cited

+ Add ColumnExport ↑

Ticker	Company	Revenue	Rev Growth	P/E	ROE
MSFT	Microsoft Corp.	$211.9B	+8.4%	28x	45%
AAPL	Apple Inc.	$119.6B	+4.2%	22x	32%
AMZN	Amazon.com Inc.	$187.8B	+2.1%	20x	18%
GOOGL	Alphabet Inc.	$307.4B	+6.2%	24x	29%

AAPL — Variance Alert

Q2 actuals deviate −1.1% vs consensus on revenue. Variance note auto-drafted · 3 analyst citations.

Every cell cited · 16 sources

Trusted By

The asset management research agents Pascal ships with.

Earnings Synthesis

Transcripts, presentations, and filings auto-fetched on release. Variance vs consensus flagged. Two to three days saved per analyst per quarter.

Earnings Calendar · Live

MSFTQ2 FY25

Microsoft Corporation

Filed

+4.2% vs est

AAPLQ2 FY25

Apple Inc.

Live

-1.1% vs est

AMZNQ2 FY25

Amazon.com Inc.

Expected

—

METAQ3 FY25

Meta Platforms Inc.

Expected

—

Auto-Draft Ready

AAPL variance note drafted · 3 analyst citations · 2 min ago

IC Memo Builder

Filings, broker research, internal theses, and management calls pulled into your firm's IC template. Every claim cited.

IC Memo — Apple Inc.

Export ↑

Q2 FY25 10-QBroker Notes ×4Internal Thesis

Investment Thesis

Services revenue growth and installed-base expansion support a durable earnings trajectory, with margin resilience through the product cycle transition...

Key Financials (FY25)

Revenue

$119.6B

EPS

$1.57

FCF

$28.1B

Key Risks

China demand sensitivity · Regulatory scrutiny on App Store · Gross margin pressure from mix shift

Every claim cited · 14 sources

Company Primer

Structured company primers from filings, transcripts, and broker research — built to your house format with full source attribution.

Company Primer — Microsoft Corp.

House template

10-KEarnings calls ×6Broker coverage

Business OverviewComplete

Revenue ModelComplete

Competitive PositionComplete

Key RisksIn progress

Cloud and AI infrastructure leadership, Office 365 recurring revenue, and Azure growth drivers synthesized into your firm's primer format.

Every section cited · 18 sources

Build Custom Workflows

Workflows tailored to your firm without engineering. Connects to Bloomberg, FactSet, your RMS. End-to-end audit trail.

Workflow Builder

Data Fetch

Bloomberg + FactSet

Step 1

KPI Extractor

From filings

Step 2

IC Memo Draft

On firm template

Step 3

Compliance Check

Auto-flag & cite

Step 4

The asset management research agents Pascal ships with.

Earnings Synthesis

Transcripts, presentations, and filings auto-fetched on release. Variance vs consensus flagged. Two to three days saved per analyst per quarter.

Earnings Calendar · Live

MSFTQ2 FY25

Microsoft Corporation

Filed

+4.2% vs est

AAPLQ2 FY25

Apple Inc.

Live

-1.1% vs est

AMZNQ2 FY25

Amazon.com Inc.

Expected

—

METAQ3 FY25

Meta Platforms Inc.

Expected

—

Auto-Draft Ready

AAPL variance note drafted · 3 analyst citations · 2 min ago

IC Memo Builder

Filings, broker research, internal theses, and management calls pulled into your firm's IC template. Every claim cited.

IC Memo — Apple Inc.

Export ↑

Q2 FY25 10-QBroker Notes ×4Internal Thesis

Investment Thesis

Services revenue growth and installed-base expansion support a durable earnings trajectory, with margin resilience through the product cycle transition...

Key Financials (FY25)

Revenue

$119.6B

EPS

$1.57

FCF

$28.1B

Key Risks

China demand sensitivity · Regulatory scrutiny on App Store · Gross margin pressure from mix shift

Every claim cited · 14 sources

Company Primer

Structured company primers from filings, transcripts, and broker research — built to your house format with full source attribution.

Company Primer — Microsoft Corp.

House template

10-KEarnings calls ×6Broker coverage

Business OverviewComplete

Revenue ModelComplete

Competitive PositionComplete

Key RisksIn progress

Cloud and AI infrastructure leadership, Office 365 recurring revenue, and Azure growth drivers synthesized into your firm's primer format.

Every section cited · 18 sources

Build Custom Workflows

Workflows tailored to your firm without engineering. Connects to Bloomberg, FactSet, your RMS. End-to-end audit trail.

Workflow Builder

Data Fetch

Bloomberg + FactSet

Step 1

KPI Extractor

From filings

Step 2

IC Memo Draft

On firm template

Step 3

Compliance Check

Auto-flag & cite

Step 4

Developer Toolkit

Build Your Own Agents with the Pascal SDK

Use the Pascal SDK to co-develop agents tailored to your firm's exact research and portfolio workflows.

Full Customization: Access Python and TypeScript SDKs to build on the Cognitive Engine.
Enterprise Integration: Plug directly into your RMS, OMS, and internal portals.
Production-Grade Document Handling: Reason over PDFs, scanned filings, and broker research at scale.
Developer-Friendly, Sovereign-Ready: Audit logging and zero data retention enforced by default.

pascal_sdk.py

Python

1from pascal.sdk import AgentChain, Workflow

3# Compose a multi-step workflow

4chain = AgentChain([

5 AgentChain.step("kpi-extractor", {

6 "tickers": ["NVDA", "MSFT"],

7 "metrics": ["ROE", "EBITDA"],

8 }),

9 AgentChain.step("research-memo", {

10 "template": "ic_template_v2",

11 "audience": "Investment Committee",

12 }),

13])

15result = pascal.workflows.run(chain)

16print(result.memo, result.citations)

Live Demo

Watch a Product Demo

See Pascal's workflows live, on your firm's data.

Turn Filings Into Structured Research

Ingest filings and transcripts to produce cited earnings summaries and KPI tables across any company set, in minutes.

Collaborate Across the Investment Team

PMs review and annotate while IC members vote in a secure workspace with full attribution and auditability.

Own the Final Output

Edit and verify inline. Locked outputs are reusable as compounding institutional memory across the team.

Why Pascal

Why Top Asset Managers Choose Pascal

Pascal sits inside our perimeter. Every output cites its source. Our team runs research on it daily — not as another tool, as the infrastructure underneath.

Head of Research & Technology

Leading Asset Manager

Sovereignty

Research and portfolio data never leave your perimeter. On-prem or private cloud options with zero data retention enforced at the infrastructure layer.