FAQ
Your questions, before you get started.
What Mool is, how portfolios and ongoing intelligence work, what your firm can license and how your data is handled. For prices, allowances and the trial, see pricing.
Mool
- What is Mool?
- Mool is a financial intelligence platform built around your companies, portfolios and questions. Explore published research, connect or import holdings, follow weekday briefs and ask for deeper analysis from your own evidence. You can return to a research document, ask follow-ups and, on Pro, request editable files. Firm adds reusable team methods; institutions can discuss platform licensing and a firm-branded client experience. Company research is written by AI agents and published by Mool Capital Private Limited, a SEBI-registered research analyst.
- Who is Mool for?
- Individuals who want to understand their investments, and firms that serve clients or manage portfolios and funds. Firms include wealth managers, asset managers and AMCs, family offices and institutional investors. Research workflows also support private-capital, investment-banking and strategy teams.
- What makes the intelligence continuous?
- Holdings and followed companies shape the weekday brief. You can return to a research document with its evidence and working files, while deliverable revisions are retained as new versions. For companies in the dossier cohort, a maintained file carries a versioned history through results and events. Firm playbooks carry explicit standing instructions where learning is enabled. These are distinct kinds of context, not universal memory across all work.
- Can my firm offer an experience under its own brand?
- Discuss a firm-branded client experience and platform licensing with Mool. Client access, branding, integrations, delivery and commercial terms are scoped for your requirements. Branded Office files are available on Pro and Firm today; a published workspace subscription does not by itself provision a client portal.
- How do you evaluate performance?
- Research quality and investment outcomes should be assessed separately. Examine source traceability, calculations, assumptions, forecast discipline and updates in the research. Any investment-outcome comparison needs a defined period, benchmark, sizing, costs and currency. The website describes these standards; it does not publish a performance track record or promise returns.
Research
- Who writes the research?
- Mool's research is written by AI agents and published by Mool Capital Private Limited, a SEBI-registered Research Analyst, which is responsible for it. It is general research, not advice for any individual. The agents work as a team: a lead that plans and reviews, research associates, analysts, a model builder and a page writer. Rules bind every run: a figure comes from a filing, a data result or code output or it is not used, derived numbers are computed in code, and a gap is stated rather than filled.
- Is Mool's research investment advice?
- No. Mool's company research is general research, published for everyone who reads it and not tailored to anyone's circumstances. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. The investor charter and disclosures set out the rest.
- What can I read for free?
- Each covered company's page shows its profile, listing and market data and, where Mool has published it, the report's first analysis, its business model and financial foundation, free to read without an account. The pricing page sets out current access to full reports, their analyses, research models and Mool's view.
- Which companies does Mool cover?
- Mool's own research covers listed companies; the research directory lists every one, by sector and by name. Playbooks are not limited to that coverage: they research the company, fund, market or question you bring, with market data for listed companies and Indian mutual funds read during the work.
Playbooks
- What is a playbook?
- A playbook is a research method: what to research, how deep to go and what the output must contain, written for one kind of work, such as a results review, an IPO review, a portfolio review, a buyer screen or a market sizing. You start one with a brief and your files; Mool plans the work, does it and publishes the result, and you follow up in plain words to change it.
- What do I get back?
- Research pages that print as A4 and reflow on a phone, or slides, with the analysis behind them published alongside. On Pro, Excel, Word and PowerPoint files are built when you ask for them and checked before you see them; workbooks arrive calculated, with their formulas live.
- What files can I add?
- Filings, annual reports, models, decks, transcripts and statements, as PDFs, Office files or text, from your computer, Google Drive or OneDrive. A file is read whole rather than sampled, and a figure that is not in your files, a data result or code output is reported as missing rather than guessed.
- What is an analyst-hour?
- An analyst-hour is an hour of Mool at work: the time it spends reading, modelling and writing for you. Mool often works on several parts of a request at once, and each part's time counts, so a run can add up to more analyst time than the minutes you waited. You're never billed for waiting: time in a queue, retries after an error and slowdowns don't count. Your plan's allowance renews each month and is used first, and hour packs never expire. Running out never stops a run you've started: anything it uses past what you have comes out of your next allowance.
- Can I change an analysis after Mool has finished?
- Yes. Ask a follow-up in plain language to revise the report, add analysis or change a file. Select the pages or open the deliverable you mean. A question about the document is answered from its pages and Data view; an edit continues the work. Office-file revisions are saved as new versions, and the notes and evidence the run saved stay available as working files to readers with access.
- How can my firm reuse its own method?
- On Firm, draft a team playbook from your sample documents and requirements. Keep it private or share it with your organisation. With learning enabled, a lasting preference explicitly requested in a follow-up can become a standing instruction for future work; a one-off change edits the document alone. Playbook history records the changes and supports restoring an earlier version. Branded Office deliverables are available on Pro and Firm.
Data
- How can I bring in my portfolio?
- Open the portfolio area after signing in. Connect a broker offered in the product, import a supported statement or broker export, or maintain holdings manually. Review imported positions before saving. You can maintain separate personal, client and fund portfolios with their own sources and base currency. Broker availability depends on the provider, market and access available to Mool.
- Which models does Mool use?
- Mool runs models from Anthropic and OpenAI through Amazon Bedrock, chooses one for each step of a run, and moves to the next when one fails.
- Are my files and questions used to train models?
- No. Your uploaded files, briefs and questions are used only to produce your outputs; they are not used to train any model, and are not sold to third parties. The privacy policy says so in full.
- Where is my data kept?
- Mool runs on Amazon Web Services in Mumbai. Files are stored privately, the working directory a run uses is deleted when the run ends, and the model providers process your text only to produce your output.
Account
- Can a team share one account?
- No. Each person signs in to their own account, with their own plan and analyst-hours, and colleagues join their organisation freely, with an organisation admin. Files can carry the firm's branding, a team playbook drafted from your own sample documents can be shared with the whole organisation or kept private, and a firm can be billed on one invoice.
- How do I cancel or get a refund?
- A subscription renews at the end of each billing period unless it is cancelled at least seven days before the renewal date, and fees are generally non-refundable, as the terms and conditions set out. You can close your account from its settings at any time.
- Who operates Mool?
- The platform is operated by Townhall Technologies Private Limited, and the research is published by Mool Capital Private Limited, registered with SEBI as a Research Analyst (INH000012449) and an Investment Adviser (INA000018708). For anything else, write to hello@mool.ai.
Start with a company you own, or with your next brief.
10 days of Pro, or of Firm on a work email address to start. No card needed.