# Connectors

Status is honest: Live means available today; Roadmap means planned.

## Indian market data

- **NSE & BSE prices** (Live): End-of-day and intraday prices for every covered name, on its company record.
- **Indian market news** (Live): Economic Times, Moneycontrol and Google News headlines per ticker, with plain-English summaries.
- **Screener.in** (Roadmap): Fundamentals and ratios beside your own model.
- **Trendlyne** (Roadmap): Consensus estimates, broker targets and forensic scores.
- **Tijori** (Roadmap): Segment and operating KPIs for Indian companies.
- **ACE Equity** (Roadmap): Historical financials and corporate actions.
- **CMIE Prowess** (Roadmap): Deep company and industry datasets for screening.
- **Capitaline** (Roadmap): Financial statements and shareholding history.
- **AMFI** (Roadmap): Mutual fund holdings, to see who else owns the name.
- **Zerodha Kite** (Roadmap): Read-only positions, so the model book and the real book sit side by side.
- **Account Aggregator** (Roadmap): Consented holdings data for family-office and wealth clients.
- **smallcase** (Roadmap): Publish a model portfolio as a smallcase.

## CRM & messaging

- **WhatsApp** (Live): Prices, alerts, watchlist and recommendations from the chat your desk already uses, plus a daily close report.
- **Single sign-on** (Live): Sign-in through Clerk, with organisation roles: admin, portfolio manager, analyst.
- **Slack & Teams** (Roadmap): Post new entries and PM decisions to a desk channel.
- **Salesforce & HubSpot** (Roadmap): Client and distributor context for wealth teams.
- **DealCloud** (Roadmap): Deal and relationship data for private-markets teams.

## Research & ratings

- **Broker report PDFs** (Live): Upload annual reports, results filings, sell-side and internal reports; Institutional Memory reads and answers across them.
- **Concall transcripts** (Roadmap): Earnings-call transcripts linked to the concall entry they belong to.
- **CRISIL, ICRA, CARE** (Roadmap): Credit ratings and rating actions on covered issuers.

## Documents & mail

- **Notion** (Live): Export an investment thesis to a Notion page.
- **PDF export** (Live): Export a thesis or a stock page as a PDF for the IC pack.
- **Gmail & Outlook** (Roadmap): Broker mail lands in the right stock page, tagged by sender and ticker.
- **Google Drive** (Roadmap): Models and notes searchable from Institutional Memory.
- **SharePoint & OneDrive** (Roadmap): Firm documents searchable without moving them.
- **Box & Dropbox** (Roadmap): Search and cite files where they already live.

## Filings & disclosures

- **NSE & BSE announcements** (Roadmap): Corporate announcements, results, board meetings and outcomes, attached to the stock on arrival.
- **SEBI filings** (Roadmap): SAST and insider-trading disclosures, offer documents and orders.
- **Shareholding & pledges** (Roadmap): Quarterly shareholding patterns, promoter pledge changes and bulk or block deals.
- **MCA21** (Roadmap): Company master data, charges and financial filings for listed and unlisted companies.

## Global data

- **Bloomberg** (Roadmap): Prices, estimates and news for desks that already hold a terminal licence.
- **LSEG Workspace** (Roadmap): Fundamentals, estimates and transcripts.
- **FactSet** (Roadmap): Company, deal and sell-side estimate data.
- **S&P Capital IQ** (Roadmap): Financials, transcripts and broker estimates.

## Private markets

- **PitchBook** (Roadmap): Private company, deal and investor data.
- **Preqin** (Roadmap): Funds, LPs and deal activity.
- **Venture Intelligence** (Roadmap): Indian private equity and venture deals.
- **VCCEdge** (Roadmap): Indian private company financials and transactions.

## Data warehouse

- **Snowflake** (Roadmap): Query the research log alongside your own data.
- **Databricks & BigQuery** (Roadmap): Nightly export of entries, notes and activity.

## Agents

- **AlphaBoard MCP server** (Roadmap): Let Claude, ChatGPT and Cursor read coverage, the research log, the Matrix and Institutional Memory, with the user’s permissions.