# Synchrony AI – AI Powered Investment Research and Portfolio Management Platform > Source: > Published: 2026-09-23 08:52:55+00:00 # AI investment research in one workspace Research companies, analyze financial data, generate institutional-style reports and presentations, and monitor markets from one workspace. Generate editable financial presentations (PPTX) and research reports from a ticker or prompt — powered by real market data. ## Built for investors who research before they decide Synchrony AI is for people who need structured company research—not another blank slide deck or generic chatbot. - Individual investors building equity research habits - Analysts drafting company overviews, valuation context, and research notes - Students and learners practicing financial analysis with real market data ## From ticker or prompt to editable output Stop rebuilding financial decks by hand. Generate a structured presentation or research report, edit it in Synchrony, then export or share. 1. 1Choose a ticker or write a prompt describing the company or thesis you want covered. 2. 2Select a template (equity overview, quick pitch, or institutional equity) and optional sections. 3. 3Synchrony generates a structured slide deck with financial context, KPIs, charts, and narrative sections. 4. 4Edit slides in the presentation editor; rewrite, visualize, or regenerate sections with AI assistance. 5. 5Export as PPTX or share a published presentation link. ## What you can do today Shipped capabilities across research, presentations, markets, agents, and portfolio tools—not a roadmap wishlist. ### AI financial presentations Generate structured equity presentations from a ticker or prompt, edit slides in-app, and export to PowerPoint (PPTX). Templates include equity overview, quick pitch, and institutional equity. ### Research reports & exhibits Create standard research reports with exhibits, Porter’s Five Forces, accounting-quality modules, ratio intelligence, assumptions tables, and live metrics that can refresh as data updates. ### Portfolio analysis Link brokerage accounts (SnapTrade or Plaid, read-only) to analyze allocation, concentration, risk metrics, performance vs benchmarks, Monte Carlo projections, factor analysis, optimization suggestions, and AI summaries—then export a tear sheet or create a research report. ### Markets, filings & news Browse markets, rankings, news, economics, SEC filings, and congress trading data alongside company research. ### AI copilots & scheduled agents Use investing and presentation copilots, then schedule agents for research runs, presentations, or news digests. ### Paper trading Practice order execution, track positions and risk, and learn with guided curriculum support. ## Why not start from a blank deck? Generic AI slide tools optimize for layout. Synchrony is built for equity research workflows that need data, structure, and exportable analyst outputs. - Built for equity and investment research—not generic slide design. - Presentations and reports can incorporate financial data, valuation context, and SEC-related sections. - Editable outputs stay in your research workspace alongside markets, filings, and portfolio tools. - Link real brokerage holdings for allocation, risk, and scenario analysis—not just paper portfolios. - Export to formats analysts actually use: PPTX, PDF, CSV, Markdown, and XLSX. ## Explore Synchrony AI ### Product overview A clear, crawlable summary of inputs, outputs, features, and how generation works. ### Equity research use case How analysts use Synchrony for company research, exhibits, and reports. ### Investor presentations Generate equity and investor-style presentations with KPIs, valuation context, and PPTX export. ### Portfolio analysis Link a brokerage account to analyze allocation, risk, Monte Carlo projections, and export a tear sheet. ## Questions? See concise answers about presentations, research reports, portfolio analysis, and who Synchrony AI is for. [Read the FAQ →](https://www.synchrony-ai.com/faq) ## Start researching with Synchrony AI Create an account to generate presentations and research reports, or explore public markets data first. Basic is $0; Pro is $15/month.