Any jurisdiction · Any format

AI-powered analysis for
any financial report

Upload 10-K filings, annual reports, quarterly reports, investor presentations—from any company, any jurisdiction. Get instant insights across 6 analysis criteria.

10-K, 10-Q, 8-KAnnual ReportsQuarterly ReportsInvestor PresentationsEarnings Reports

How it works

From upload to verdict in four steps. RAG-powered retrieval ensures every insight is grounded in your document.

1

Upload

Drop any financial PDF—SEC filings, annual reports, or investor decks.

2

Parse & Chunk

We extract text, detect structure, and split into smart chunks with categories.

3

Retrieve

Hybrid search finds relevant sections by meaning, filtered by your criteria.

4

Analyze

AI evaluates against your chosen criteria and delivers a verdict with citations.

How it helps

Choose your criteria. We analyze the document and return a scored verdict with citations—so you can verify every insight.

Financial Health

Revenue growth, margins, cash flow, balance sheet strength

Risk Assessment

Business, market, regulatory, and financial risks

Growth Potential

R&D, market expansion, innovation pipeline

Competitive Position

Market share, moats, differentiation, pricing power

Management Quality

Leadership, governance, compensation alignment

Regulatory Compliance

Legal proceedings, compliance status, litigation risks

Built for financial documents

Smart chunking, category-aware retrieval, and source citations—so your analysis is both comprehensive and verifiable.

Smart Chunking

Heading-aware splitting preserves document structure. Each chunk is classified into categories for targeted retrieval.

Category Filtering

When analyzing financial health, we prioritize financial-performance chunks. For risks, we focus on risk-factors. Precision by design.

Source Citations

Every insight includes page citations. Verify findings in the original document—no black box.

100% free within tier limits

Ready to analyze?

Create a free account. Upload a document. Get insights in minutes.

Investment RAG - AI-Powered Financial Document Analysis