This looks like a great tool for anyone dealing with SEC filings. I have a couple of questions-
1. I see you are using multiple documents simultaneously to be analyzed. How are you managing context length in gpt? Are you using some vector dbs?
2. Are cross company queries possible?
@jasdeep_chhabra Hi Jasdeep, excellent set of questions!
1. Yes! We are making use of a vector DB to load relevant sections from each document and then using some of LlamaIndex's response synthesis modules to combine those sections together into a coherent response to the user's question.
2. Absolutely! We built this from the start to be able to answer questions that span across all the documents you've selected. You can try asking a question like "What are the common challenges faced by all of these companies?"
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@secsamai That's great Sam! I also wanted to ask, Is the knowledge set of the chat interface only the uploaded SEC filings or is it also allowed to venture outside it?
@jasdeep_chhabra Another great question!
It does venture outside, albeit only a little bit. Our data agent is setup to route queries differently depending on whether the user has asked a qualitative or a quantitative question.
For qualitative questions, we just use the document contents itself. For quantitative questions, we've partnered with a high quality SEC data provider that provides us with pre-extracted data for the selected documents. So while we do load data from an external source, that data is very much specific to the documents you have selected.
Hah, I wish I had this tool when I was a studentπ but if seriously, in the world of tons of information and the necessity to work quickly, this is a must-have.
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