3 smart upgrades to elevate your financial research in 2025
May 2025•Bigdata.com team
Tools like watchlists, real-time data, and conversational documents can simplify your workflow and keep you ahead of the game in 2025.
To keep up with the speed and complexity of today’s markets, you need smarter financial analysis tools and strategies. Here are three upgrades to transform your financial research this year.
1. Track what matters with watchlists
Tracking key companies, industries, or market trends has never been easier, or more interactive. Modern financial research software allows you to create custom Watchlists and “chat” with your portfolio.
Imagine reviewing the latest Federal Reserve statements or analyzing insights from your favorite analysts directly within your workflow. By centralizing this information and making it conversational, you can stay up to date on the topics that matter most to your investment strategy. Check out this video to learn more:

2. Access real-time, premium financial data
In finance, outdated information can mean missed opportunities. Tools that integrate real-time data from premium sources—such as paywalled news, hiring trends, and sentiment analysis—are redefining research workflows.
For instance, you can instantly access the latest earnings news, uncover sector-specific hiring patterns, or gauge market sentiment from a single platform. These real-time insights ensure you’re always working with the most relevant and actionable data.
3. Make your files conversational
Siloed documents — whether in PDFs, slides, or spreadsheets — can slow down decision-making. The key upgrade in research is the ability to interact directly with your files.
By making your documents searchable and conversational, you can extract insights from financial reports or proprietary research with ease. It’s like having a personal research assistant at your fingertips, streamlining workflows and enabling faster, more efficient collaboration across teams.
In 2025, smarter financial research means tracking the right data with Watchlists, accessing premium real-time insights, and making your files work for you. These upgrades, all available with Bigdata.com, will help you stay ahead of the curve and ready to act on the latest opportunities.