Powerful Features
Intelligent File Upload
Upload SEC filings and our AI automatically categorizes and extracts key information.
Smart Vector Stores
Organize documents efficiently with AI-powered vector stores for lightning-fast retrieval.
Custom AI Assistants
Create specialized AI assistants to answer complex questions about financial data.
Advanced Visualizations
Generate insightful charts and graphs to spot trends and anomalies quickly.
Natural Language Interface
Interact with your data using plain English queries for intuitive analysis.
Collaborative Workspace
Work seamlessly with your team, sharing insights and annotations in real-time.
How It Works
Upload Documents
Upload SEC filings, organize them into vector stores, and create AI assistants for analysis.
Ask Questions
Ask questions about your SEC filings. Our AI understands context and provides accurate answers.
Get Insights
Receive detailed analysis and insights from your documents, powered by our AI understanding of SEC filings.
Choose Your Plan
Try our platform features with demo files, then upgrade to Pro for full access with your own documents.
Demo
$0/month
Try our platform with demo files
Included features:
- Access to demo SEC files
- 1 Pre-configured Vector Store
- 1 Standard AI Assistant
- 1 Active Chat Session
- Basic Visualizations
Limitations:
- •Cannot upload custom files
- •Cannot create custom assistants
- •Cannot create custom vector stores