Callistra Pro
Everything you need to understand a company.
Research companies, markets and industries across filings, earnings, financials, expert insights, news and alternative datasets — with AI built into every step.
Information is everywhere. Research shouldn't be.
Company intelligence lives across filings, earnings calls, financial statements, news, broker research, regulatory databases and thousands of disconnected sources.
Callistra brings it together — and gives you an AI research layer across all of it.
50K+
Companies
80+
Financial Markets
80M+
Documents
Built specially for:
Hedge funds
Act before consensus
Asset & wealth managers
Research more, search less
Sell-side research
Cover more companies, deeply
Private equity
Diligence companies faster
Investment banking
Move faster on every mandate
Credit & private markets
See risk before it surfaces
Consulting & strategy
Understand markets in hours
Corporate strategy
Stay ahead of your market
Technology, media & telecom
Track markets, product launches moving at speed
Pharma & life sciences
Connect companies, trials & catalysts
Generative AI Search
Intelligence across millions of datasets, documents, company material and proprietary research. Explore anything, verify everything.
Search everything
AI Search across all company documents, regulatory filings, news, broker research and expert interviews.
Verify every source
Millions of documents, with each response traceable to its source.
Research across time
Compare companies, periods, documents and management commentary.
One company. Every signal.
Filings
Annual reports, quarterly reports, exchange announcements, regulatory disclosures.
Earnings
Live calls, audio, transcripts, presentations and historical events.
Financials
Standardized income statement, balance sheet, cash flow and operating metrics, notes to financials and more.
Broker Research
Independent and institutional research where licensed.
News
Real-time company and market coverage.
Transactions
M&A, IPOs, restructurings and corporate actions.
Live earnings, events audio & realtime transcripts
Ultra low latency access to live earning calls, investor events, capital market days and more. Be first. No manual registration required.
Workflow Automations and AI Agents
Define the workflow once. Get an automated research response everytime something changes. Available as pre-built agents for immediate use and as new, prompt driven agents.
Expert Insights
Listen to proprietary industry/company expert's views on the market. Research across their transcripts and schedule 1-on-1 calls, no manual outreach, follow-ups or scheduling required.
Global events calendar
Immediate access to any event, of any public company and documents. Upcoming dates inferred from AI models based on previous scheduling patterns per company.
Callistra for Microsoft 365
Add Callistra's research capabilities inside your Office, Word or PowerPoint workflows. Included with Callistra Pro at no additional cost.
Your proprietary workflow, enhanced by Callistra
Be ready before the markets wake up.
Receive concise summaries over watchlists, key developments. Know what matters before the markets take action.
Financial models, automated as soon as earnings release.
Set up scheduled automations within Callistra for Microsoft 365 and Callistra for Excel to automatically track and update financial models on earnings release.
Track all keywords
Enter keywords once, Callistra updates you whenever it is mentioned. Works across millions of documents.
Bring your own data
Bring your own data into Callistra. Secure and Compliant. 100+ Data Connectors supported.
Callistra MCP connects your existing AI workflows to financial documents and research available for 48K+ public companies.
Pull live transcripts, financial documents, investor relations material and broker research into your existing workflows and sessions with Claude, ChatGPT, Codex or Claude Code. Combine Callistra's research capabilities with any other data to run agentic workflows and monitoring.
Included with Callistra at no extra cost.
Learn moreData privacy and security are our fundamental principles.
Callistra is built keeping data security in mind at every corner. We do not train AI models on your queries or on datasets you attach. We have 50+ inbuilt data connectors to host and interact with your data. Your data always stays in your hands.
Our early customers were family offices and asset managers with strict compliance requirements. They helped shaped the product.