Sources are the documents and data that feed your research. Upload your own files, connect cloud storage, or pull in public financial data.
Uploading files
Add files to your project by dragging and dropping into the project view, or by using the file picker from the Add Sources menu. You can upload multiple files at once.
Supported formats
| Format | Extensions | Template support |
|---|---|---|
| Yes | ||
| Microsoft Word | .doc, .docx | Yes |
| Microsoft Excel | .xls, .xlsx, .xlsm, .csv | Yes |
| Microsoft PowerPoint | .ppt, .pptx | Yes |
| Audio | .mp3, .mp4, .m4a, .wav, .webm | — |
| Images | .jpeg, .png, .webp | — |
| JSON | .json | Yes |
| XML | .xml | Yes |
| Text / Markdown | .txt, .md | Yes |
Brightwave also accepts any other file type not listed above (e.g., .py, .parquet, .yaml). Text-based files are indexed for search and citations. Binary files are made available to agents via code execution. A small set of dangerous file types (executables, disk images, etc.) is blocked.
Files imported from cloud drives are supported in their native formats. Google Docs, Sheets, and Slides are auto-converted to compatible formats during import.
Cloud imports
Connect your cloud storage to import files directly:
- Google Drive — import Google Docs, Sheets, and Slides (auto-converted).
- Dropbox — import files from your Dropbox account.
- OneDrive — import files from Microsoft OneDrive.
- Box — import files from Box.
Each provider uses an OAuth flow — you'll be prompted to authorize Brightwave the first time you connect.
SEC filings
Search by company ticker to add SEC filings to your project. Supported form types include:
- 10-K — annual reports
- 10-Q — quarterly reports
- 8-K — current reports (material events)
- Other SEC form types
Earnings transcripts
Search for earnings call transcripts by company ticker, quarter, and year. Transcripts are added as documents ready for analysis.
Company events
Browse company events powered by the Quartr integration, including earnings calls, investor days, conference presentations, and M&A announcements. Select any event to add it to your project.
Audio files
Upload audio recordings — earnings calls, interviews, meeting recordings — and Brightwave automatically transcribes them. The transcript is indexed for search, available for agent analysis, and citable just like any text document. Open an audio document to read the full transcript in the document viewer.
Supported formats: MP3, MP4, M4A, WAV, and WEBM (25 MB limit).
Structured document viewers
JSON and XML files open in dedicated viewers with breadcrumb navigation that mirrors the document's structure. Citations from these documents link to the exact path (JSON key path or XML XPath) so you can trace a finding back to its precise location in the source.
Searching documents
Brightwave indexes all documents in your project, allowing you to search across thousands of files instantly. Use the search bar within a project to find specific content — results are ranked by relevance and show matching passages with context.
When you ask a question in a chat, agents automatically search across your documents to find relevant information.
Managing documents
Organize your documents with:
- Tags — categorize documents with custom tags.
- Notes — annotate documents with context that agents can use.
- Archiving — archive documents you no longer need in active view.
After upload, Brightwave processes each document to extract text, build an index, and make it available for analysis. You'll see status indicators as documents move through processing.
If a document fails to process due to a transient error, you can retry it directly from the document list — no need to re-upload.