December 30, 2023

3 minute read

The Advantage for Every Investor

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Ganesh Voona


Spend less time collecting data, more time on investment decision making.

For far too long, investors have been bogged down by the cumbersome task of sifting through dense public filings, from annual reports to earnings call transcripts. This crucial yet daunting process demands significant time and effort, often detracting from the core activity of decision-making. The question then arises: How can we shift this balance from data collation to strategic investment analysis? In this blog, let’s delve into how leverages generative AI to transform traditional investment research, not only saving time but also enriching the scale and depth of your research with unprecedented productivity and insight.

Experience Unparalleled Efficiency and Insight

Imagine having the ability to query filings with natural language, accessing concise summaries and smart classifications of crucial information. makes this a reality. Our current features, including 'Chat with Filings,' 'Filings Summaries,' and 'Announcement Trackers,' are meticulously designed to optimize your research process, aiding in generating investment ideas, conducting due diligence, and tracking portfolio companies.

Interact with complex filings through our intuitive chat interface, simplifying your research process.

See how dense filings are transformed into easy-to-read summaries, highlighting key insights.

Stay updated with smart classifications and timely alerts for every crucial announcement.

Looking Ahead: A Future Full of Possibilities

The journey of innovation at is ongoing, with a roadmap brimming with features set to further customize and elevate your investment research experience.

Create Screeners

Soon, you'll be able to swiftly pinpoint companies meeting your specific criteria enabling nuanced filtering based on detailed content from filings.

Customize your investment research with our advanced screening tools, tailored to your criteria.

Extract KPIs

This feature will simplify how you access and analyze key performance indicators, automating the extraction from dense filings and presenting them in a clear, digestible format.

Seamlessly extract and analyze key performance indicators from comprehensive filings.

Write Your Own Prompts

Enhance your research with personalized queries and alerts through 'Write Your Own Prompts,' ensuring you receive information that's most relevant to your investment strategy.

Personalize your insights & notifications with custom prompts, keeping you informed on what matters most.

As we continue to develop these features, we're excited about the possibilities they open up for our users.

Don't let complex data slow down your investment journey. Explore today and experience firsthand how we're turning the daunting task of investment research into an effortless endeavor.