Answer stock questions automatically using your SEC filings

Uploads a company's annual report, then lets AI answer detailed financial questions straight from that filing.

How the work actually flows

A straight line. Runs once per each generated question.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("user uploads annual report")):::human s0["split filing into chunks"]:::task s1["agents determine key questions"]:::task s2[["answer each question from filing"]]:::mi s3["deliver sourced answers"]:::task trig --> s0 s0 --> s1 s1 -->|"one per each generated question"| s2 s2 --> s3 out[/"sourced answers on fundamentals"/]:::out pay{{"fast filing grounded research"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepRuns once per itemA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGFile & Cloud Storage
Connects
Google DriveOpenAIQdrant
Featured in

The problem it solves

Reading a full 10-K filing to answer a basic question about a company's fundamentals takes hours, and it's easy to miss the detail you actually needed. Doing that for every stock you're considering just isn't realistic.

Who it fits

Investors, analysts, or advisors who need answers from a company's annual filing without reading the whole document.

How it works

  1. You upload a company's annual report or 10-K filing
  2. The document is broken into searchable pieces
  3. A team of AI agents works out the right questions to ask
  4. The system searches the filing and answers each question
  5. You get detailed, sourced answers on the company's fundamentals
What you get

Sourced answers pulled straight from the filing

You get detailed, sourced answers about a company's fundamentals pulled directly from its annual filing.

What you get

Detailed, filing-based answers to fundamental questions about a company, without reading the report yourself.

What you need

A Google Drive account, an OpenAI API key, and a vector database such as Qdrant.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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