Data Sources
Let Research compare public evidence with your own material.
Add a filing, research note, or interview transcript so you can ask about it in the same conversation as market data.
Create a named source, upload one document, and check for Ready before asking about it. View full size
Follow the illustrated walkthrough
Start with one document source and one useful file. Once processing finishes, ask Research to find evidence that supports or challenges your investment question.
You can also add YouTube transcripts and connect RSS feeds or supported public MCP servers. Custom numeric metrics have separate setup and limitations; see the reference.
Keep your original files. Data Sources supports research and search; it is not a permanent backup of uploaded media.