SEC Insights AI

Name: SEC Insights AI
Rating: 5.0 (1 reviews)

Revolutionizing SEC Document Analysis 🚀

5.0•1 review•

463 followers

Revolutionizing SEC Document Analysis 🚀

5.0•1 review•

463 followers

Visit website

Data analysis tools

•

Business intelligence software

Revolutionizing SEC Document Analysis 🚀 Built by LlamaIndex ( https://www.llamaindex.ai/ ) SEC Insights uses the Retrieval Augmented Generation (RAG) capabilities of LlamaIndex to answer questions about SEC 10-K & 10-Q documents. This project has been open-sourced on Github so you can kickstart your own RAG projects! https://github.com/run-llama/sec-insights/

Free

Launch tags:Fintech•Artificial Intelligence

Launch Team

tiun.Auth, billing, and payments for AI builders

Promoted

SEC Insights AI

Maker

📌

Hey Product Hunt! Ever found yourself wading through SEC 10-K and 10-Q documents? Want insights but dread the complexity? Dive deep into filings without breaking a sweat! We present to you SEC Insights - a breakthrough web app that transforms tedious document analysis into intuitive chat-based conversations. Why SEC Insights? 🤔 📑 Intuitive Chat Interface: On the left, you chat. On the right, you see the original SEC document. You ask, we answer. 🤖 Smart AI-Powered Analysis: Ask questions about any content in your chosen set of documents, and our state-of-the-art AI fetches the answer. 🔎 Transparent Processing: Curious how the AI arrives at its conclusion? We've got you covered. View real-time intermediary steps as the AI reads and responds. 🤝 Unified Analysis: Pose questions that span across multiple documents. Our chat engine synthesizes data from all selected filings to craft a comprehensive, accurate response. 📈 Precision Metrics: Partnered with premium financial data providers, we ensure your quantitative queries are met with historically precise financial figures. 🚫 Disclaimers: - Currently, SEC Insights does not support mobile usage. We're refining the experience for our phone users, so stay tuned! - While we currently support a hand selected set of SEC documents for high profile companies, we are working to expand this to all SEC documents and even user uploaded documents! - While we are a tool for SEC document analysis, interactions with our application do not constitute professional financial advice! Please consult a certified CPA before taking any financial actions. How It Works: 1. Select your desired SEC filings from a pool of high-profile companies. 2. Chat Away! Begin asking questions about your chosen documents. 3. Insights in Seconds: Let our AI bring forward key information and insights from the dense documents. Use Cases: - Equity analysts wanting a quick overview. - Students diving into financial document analysis. - Professionals needing insights without deep-diving. Important Notice: While SEC Insights is a powerful tool for understanding SEC documents, it does not provide financial advice. Always consult a professional CPA before making any financial decisions. Tech Stack: - 🦙 LlamaIndex - 🤖 OpenAI (gpt-3.5-turbo) - 🏃‍♂️FastAPI + PostgreSQL - ▲ Next.js + Tailwind CSS Come explore SEC Insights and redefine the way you analyze SEC documents. Waiting to hear your feedback at hi@secinsights.ai 💬🎉 Happy Analyzing! SEC Insights 🌐

Report

3yr ago

Visla

@secsamai congrats, very helpful

Report

3yr ago

Kombai

Back in my college days, I could have utilized this a lot!! Why didn't you build it earlier @secsamai? Haha JK. Congratulations on the launch!!🔥

Report

3yr ago

Vadoo AI

Maker

@secsamai @sourabh_upreti Thanks a lot for the support and feedback! 😁

Report

3yr ago

Spectate

Awesome tool. Been looking through some of the documents lately and this might make it easier indeed.

Report

3yr ago

SEC Insights AI

Maker

@bjarnbronsveld That's awesome Bjarn! Feel free to send us feedback at hi@secinsights.ai

Report

3yr ago

Vadoo AI

Maker

@bjarnbronsveld Thanks a lot for the support!

Report

3yr ago

Midjourney Prompt Book

Congrats on the launch! It's already pretty impressive. And I love your tech stack. Btw, could you share your impression of LlamaIndex? What other data frameworks have you considered?

Report

3yr ago

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?

Report

3yr ago

SEC Insights AI

Maker

@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?"

Report

3yr ago

@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?

Report

3yr ago

SEC Insights AI

Maker

@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.

Report

3yr ago

Very interesting! Sparking a thought: Can you also review legal documents like this? (with a disclaimer ofcourse)

Report

3yr ago

SEC Insights AI

Maker

@enthukutlet Thanks for your question Abhishek! The platform we've built for this SEC use case can certainly be generalized to other domains as well! In fact, we're working on an enterprise offering to do just that. Please reach out to us at hi@secinsights.ai if you'd be interested in being an early adopter of that platform!

Report

3yr ago

@secsamai Done! :-)

Report

3yr ago

ShortVideoGen

Congrats! It's a really cool product, great to see a product that uses LlamaIndex so that I can compare it with Langchain :)

Report

3yr ago

Vadoo AI

Maker

@asaxena1415 Thanks a lot for the support! Aditya

Report

3yr ago

1 2 3

•••

5.0

Based on 1 review

Review SEC Insights AI?

Pros

Cons

Reviews

Most Informative