Once you have uploaded documents to your research drive , you can attach them to AI Chat and ask questions about them. The assistant reads the document you attach and answers grounded in its contents, which is perfect for long PDFs, research memos, and reports.
Attach a file to a message
Open AI Chat .
In the composer, open the attachment menu and choose file .
Select a document from your research drive (or a whole folder).
Ask your question and send.
For the full attachment walkthrough, see Attach sources and data .
Attach
Ask Chat to summarize your uploaded memo
Open AI Chat, attach a PDF from your research drive, and ask for a five-bullet summary with citations back to the document.
What you can ask
Goal Example prompt Summarize "Summarize this document in five bullets." Extract "List every figure this report cites, with its context." Compare "How does this memo's view differ from the company's latest 10-K?" Decide "What are the strongest arguments for and against, per this document?"
Combine your files with Vantafin data Compare
Pit your memo against MSFT live data
Attach your note in Chat, then cross-check claims against the MSFT profile and filings so thesis and company data stay aligned.
The real power is mixing your material with live Vantafin data. For example:
Attach your analyst memo on a company.
Also attach the company's latest SEC filing .
Ask: "Where does the company's 10-K agree or disagree with my memo's thesis?"
Tips for best results Workflow
Upload first, then attach in the same session
Add a fresh document in Files, return to Chat, and attach that file so answers stay grounded in the latest version you uploaded.
Prefer text-based PDFs ; scanned images are harder to read.
Attach the specific document rather than a large folder when you can.
Ask the assistant to cite which part of the document a claim came from, then verify.
Next steps
Important Disclaimer
This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.
