> ## Documentation Index
> Fetch the complete documentation index at: https://complete-docs-x17s80.allmind.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Live Investor Relations — Complete Guide
> Track earnings calls, investor days, and IR events for US and Canadian companies — follow them live with real-time transcripts and audio, read and search the materials behind every event, and send any call to the AI assistant.
Live Investor Relations is your calendar and live workspace for corporate events. It shows what every
covered company is doing — earnings calls, earnings releases, presentations and investor days, investor
and shareholder meetings — and lets you follow an event as it happens with **live audio and a real-time
transcript**, or open any past event to read and search its transcript, listen to the recording, and pull
the company's slides and press release. From any event you can **ask the AI assistant about the call** in
one click, with the transcript and documents already loaded as context.
*Find it under **News & Events → Live Investor Relations**. Every company also has its own **Company IR &
Events** tab inside its Equities pages.* Users also call this "Events," "the earnings calendar," or
"IR events."
## When to use it
Reach for Live Investor Relations when:
* You want to see **what's reporting or happening** this week (or any week) across the companies you follow.
* You want to **follow a call live** — listen to the audio and read the transcript as it's spoken.
* You want to **read, search, or download a past earnings-call transcript**, or grab the **slides** and
**press release** from an event.
* You want the AI to **answer questions about a specific call** ("what did management say about guidance?")
grounded in that event's transcript and documents.
* You want a single company's **full event history** at a glance.
Use something else when:
* You want the **same questions answered consistently across many companies or quarters** → **Grids**.
* You want a **formatted written deliverable** on a company's results → **Reports** (the **Earnings Review**
and **Pre-Earnings Analysis** templates are built for this).
* You want to **find filings, research, or documents** that aren't tied to one event → **Document Search**.
* You have an **open-ended, multi-step research question** → **Agent Studio** (or **Chat** for a quick answer).
* You want the platform to **run a report, grid, or AI chat automatically every time a company reports** →
**Automations** with an event trigger (see *How it works with other features*).
## How to use it
Live Investor Relations opens on a **week timeline** — one column per day. Jump with **Today**,
**This Week**, **Next Week**, or the **Custom** date-range picker, and use the **Weekends** toggle to
show or hide Saturday and Sunday. Click a day header to drill into a **single day**. Each day shows an
event count and the first several events, with a **"+ more"** expander.
Use the filters to search this week's events by **company or keyword**, by **event type**, by
**ticker**, or show **live only**. To see one company's history instead, use **Search by ticker** —
the view switches to that company's events grouped by month, scoped by a **year range** you choose.
The side panel has a **Live** tab (everything currently in progress, with how long it's been running)
and a **Starting soon** tab (events beginning within the next few hours, with a countdown). Imminent
events are flagged so you don't miss them.
Click any event to open it beside the calendar. From here you can read the **transcript**, play the
**audio**, open the **slides** or **press release**, follow the company's **public webcast/IR link**,
**bookmark** the event, and **download** the materials.
**Analysis Mode** opens the event on its own page with a resizable details panel, a transcript-search
panel, and the transcript or a document side by side — best for working through a long call.
For an event in progress, the transcript **streams in and updates every few seconds** and the **live
audio** plays. Turn on **Follow Audio** to auto-scroll and highlight the line being spoken; use
**Jump to Current** to snap back to the live edge.
The transcript search finds phrases even with small typos, highlights the matches, and **scrolls you
straight to the moment** in the call. Click a transcript line to **seek the audio** to that point.
**Ask AI** opens the assistant with the event already loaded — the **transcript**, plus (on the full
page) the **press release** and **slides** — so you can ask anything about what was said and continue
the conversation like any other chat.
## Event types you'll see
Each event is labeled (and color-accented) by type:
| Type | What it is |
| ------------------------------- | ------------------------------------------------------------------------ |
| **Earnings Call** | The live management call discussing quarterly results, with Q\&A. |
| **Earnings Release** | The results announcement itself (the print), with its press release. |
| **Presentation / Investor Day** | Investor days, capital-markets days, and conference presentations. |
| **Investor Meeting** | Investor- or analyst-facing meetings outside the regular earnings cycle. |
| **Shareholder Meeting** | Annual or special meetings of shareholders. |
| **Special Situation** | One-off, situation-specific events. |
An event can also be marked **cancelled** or **postponed**. Where a transcript exists, the event shows a
**Transcript** indicator.
## Following an event live
When an event is in progress, Live Investor Relations becomes a real-time terminal for the call:
* **Live audio.** The stream starts automatically (if your browser blocks autoplay, click the prompt to
start it). You can **scrub back to the very start** of the call at any time — the full broadcast is kept,
not just a short live window.
* **Real-time transcript.** Text appears as it's spoken and **refreshes every few seconds**. Because it's
produced live, wording and **speaker names are refined as the call goes on**, and a cleaned-up version
follows after the event ends.
* **Follow Audio / Jump to Current.** Keep the transcript locked to what's being said, or jump back to the
live edge after scrolling away. Scrolling or seeking backward turns following off so the view doesn't
snap around on you.
* **Live & Starting soon panel.** See every call currently live and everything about to begin, refreshed
about once a minute.
The live transcript is generated automatically in real time, so expect minor rough edges during the call;
a polished transcript becomes available afterward. For events more than about three days old that were never
captured live, an archived transcript of that quarter's call is shown instead.
## Ask AI about an event
Every event has an **Ask AI** button that hands the call to the AI assistant as ready-made context:
* From the **event drawer**, it sends the **transcript**.
* From the **full event page**, it also sends the **press release** and **slides** text.
The assistant opens alongside the event, already grounded in that material, so you can ask things like
*"summarize the guidance changes,"* *"what did they say about margins?,"* or *"list every analyst question
about pricing"* — and keep the conversation going. From there it behaves like normal **Chat**, so you can
take the discussion deeper or pull in other tools. Very long documents are trimmed to fit the assistant's
context, so for an exhaustive pass on a huge filing, also consider **Document Search** or a **Report**.
## What it can access & produce
**It draws on:**
* A **calendar of corporate IR events** for **US and Canadian** listed companies — earnings calls and
releases, presentations and investor days, investor and shareholder meetings, and special situations.
* **Live audio and a real-time transcript** for events in progress.
* **Completed transcripts** for past events, including **archived earnings-call transcripts going back
years** (reachable by company and quarter through ticker search or the Company IR & Events tab).
* **Event documents** — the **press release** and the **presentation slides** for an event.
* Company and event details — company name and identifiers, fiscal year and quarter, scheduled date/time,
and live status.
**It produces / hands off:**
* A **readable, searchable transcript** you can navigate and sync to the audio.
* **Downloads** — the transcript (as a text file), the press release, and the slides.
* **Event context for the AI assistant** (via Ask AI) — the transcript and documents loaded into Chat.
* A **bookmarked event** you can return to.
## Tips & best practices
* **Use ticker search for one name's full history** — it's the fastest way to line up several quarters of a
company's calls.
* **Turn on Follow Audio while a call is live** so the transcript keeps pace hands-free; use transcript
search the moment you want to jump to a topic.
* **Ask AI right after the print** for an instant read on guidance, margins, or Q\&A — then deepen it in Chat.
* **Download the transcript** when you need a clean record for your own files or to share.
* **For recurring coverage, set an Automation** (event trigger) so a report, grid, or chat runs and emails
itself around every call — rather than checking the calendar manually.
* **For consistent cross-company comparison, build a Grid** that asks the same questions across a peer set;
use the calendar to track the dates and follow the calls.
## Limits & things to know
* **Coverage is US and Canada.** Companies outside those markets aren't on the calendar.
* **Future events appear once the company confirms them** — often around three weeks ahead. If a date isn't
showing yet, the company likely hasn't announced it.
* **Custom calendar ranges** span up to **7 days** and can't start more than **30 days** in the future. For
longer history, use **ticker search** or the **Company IR & Events** tab, whose year selector goes back to
**2015** (up to a **5-year** span at a time).
* **Live transcripts are machine-generated in real time** and refined afterward — treat in-call wording and
speaker labels as provisional until the cleaned version lands.
* **Older earnings without a live capture** fall back to an **archived quarterly transcript**, so for some
past calls you'll see the archived version rather than a live-style transcript.
* **Transcript availability varies** — some events (especially non-earnings ones) may show **"No transcript
available."**
* **Duplicate US/Canadian listings** of the same event are merged so the calendar isn't doubled.
* **Refresh cadence:** live status and the calendar update about **once a minute**; a live transcript updates
**every few seconds**.
## How it works with other features
Live Investor Relations is the event hub of the platform, and the transcripts and documents it surfaces feed
the rest of your research:
Ask AI loads a call into the assistant. Chat can also answer "when does this company report?" and
"what's reporting this week?" from the same calendar, and can search earnings-call transcripts and IR
materials.
A company's transcripts, slides, press releases, and other IR-event documents are searchable there —
useful when you want the documents without the calendar.
The **Earnings Review** and **Pre-Earnings Analysis** templates build formatted write-ups from
earnings-call transcripts and related data.
Grid auto-fill reads earnings-call transcripts and IR materials, so you can answer the same questions
across many companies at once.
Trigger a Report, Grid, or AI Chat **around a company's event** — for example "3 days before," "at
event," or "1 hour after" — and have the result emailed to you.
Each company's **Company IR & Events** tab is the company-scoped version of this calendar; a watchlist
is the natural way to pick which companies' events drive your automations.
**Feeds in:** the events calendar and live feeds, and each event's transcript, slides, and press release.
**Feeds out:** event context into **Chat/Ask AI**; transcripts and IR materials into **Reports**, **Grids**,
and **Document Search**; and event triggers into **Automations**.
Earnings and IR content lives in the platform's research library and is reached through the calendar,
Document Search, and the AI tools above — it isn't automatically copied into your **Data Room** (which holds
documents you upload).
## Example workflows
### Cover a live earnings call end to end
1. **Spot it** — the **Live** panel shows the call is in progress (or **Starting soon** counts it down).
2. **Open and follow** — open the event, turn on **Follow Audio**, and read the **real-time transcript**.
3. **Probe as it happens** — use transcript search to jump to "guidance" or "buyback"; click lines to
replay the audio.
4. **Ask AI** — once enough has been said, hit **Ask AI** and ask for the guidance changes and the key Q\&A
takeaways, grounded in the transcript and slides.
5. **Write it up** — generate an **Earnings Review** **Report** for the formatted post-print analysis (or
run **Pre-Earnings Analysis** beforehand to set up your expectations).
### Compare a quarter across a peer group
1. **Track the dates** — filter the calendar to your sector or tickers to see when each name reports.
2. **Follow or read** — open each call live, or read the transcripts afterward.
3. **Standardize the analysis** — build a **Grid** that asks the same questions (revenue beat/miss, margin
trajectory, guidance tone) across the whole peer set; auto-fill pulls from the **earnings-call
transcripts** for you.
4. **Synthesize** — turn the grid and your notes into a **Report**.
### Never miss your names' results (hands-off)
1. **Pick the companies** — start from a **Watchlist**.
2. **Automate around the event** — create an **Automation** with an **Earnings Events** (or **IR Events**)
trigger on those companies.
3. **Choose the output and timing** — have it run a **Report**, a **Grid**, or an **AI Chat** at an offset
like **1 hour after** each call, and **email** you the result. The calendar remains your live view; the
automation does the routine coverage.
## Common questions
US and Canadian listed companies. When the same event exists on both a US and a Canadian listing, the
duplicate is removed so it appears once.
Yes. For an event in progress you get live audio and a transcript that updates every few seconds, with
Follow Audio to keep the transcript in sync and Jump to Current to return to the live edge.
It's generated automatically in real time, so wording and speaker names are refined as the call
continues, and a cleaned-up transcript follows after the event ends.
Some events — especially non-earnings ones — may not have a transcript yet, in which case you'll see
"No transcript available." Earnings calls more than about three days old that weren't captured live fall
back to an archived quarterly transcript.
Use Search by ticker on the calendar, or a company's Company IR & Events tab. The year selector goes
back to 2015, in spans of up to five years, and archived earnings-call transcripts are available going
back years.
Future events show up once the company confirms them — often around three weeks ahead. A missing date
usually means it hasn't been announced.
Yes — click Ask AI on an event and the assistant opens with the transcript (and, on the full page, the
press release and slides) already loaded, so you can ask anything about what was said.
Yes — the download menu offers the transcript as a text file, plus the press release and slides when
they exist.
You can search the transcript (typo-tolerant) and jump to any moment, click a line to seek the audio,
and download the materials. For analysis across many calls, use Grids or Reports.
Live Investor Relations is for watching and reading events. Reports turn an earnings call into a
formatted write-up (Earnings Review / Pre-Earnings Analysis); Grids answer the same questions across many
companies at once. They consume the same transcripts this calendar surfaces.
Set up an Automation with an event trigger on those companies (or a watchlist) and choose what runs —
a Report, a Grid, or an AI Chat — and when, relative to the event.
## Getting help
For help using Live Investor Relations or to talk through a workflow — say, automating coverage of your
watchlist's earnings — reach AllMind support through the in-app support option or your account team.