Everything an analyst needs, instantly

Eight structured outputs from every analysis — no spreadsheets, no manual reading.

📊

Key Performance Indicators

Revenue, COGS, net income, EPS, and debt-to-equity for the latest quarter — extracted from the filing itself.

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Quarterly Trends

Four-quarter historical view of all major KPIs with year-over-year change calculations.

🧩

Revenue Segments

Breakdown by product line, geography, or business unit exactly as reported in the 10-Q.

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Cash Flow Analysis

Operating, investing, and financing activity breakdown from the statement of cash flows.

⚖️

Liquidity Ratios

Quick ratio and current ratio calculated directly from balance sheet line items.

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Drivers & Risks

AI-generated summary of key business drivers and potential risks drawn from the annual report.

🌐

Industry Insights

Sector trends, competitive context, and structural challenges facing the company's industry.

📝

Executive Summary

Concise narrative on revenue growth, cost management, profitability, and strategic direction.

Three steps to a full financial picture

01

Enter a ticker

Ask about any US-listed company by ticker symbol — AAPL, MSFT, TSLA, and thousands more.

02

We fetch the filings

The app retrieves the latest 10-K and four quarters of 10-Q filings directly from SEC EDGAR.

03

AI extracts the data

Financial tables are parsed, KPIs extracted, trends calculated, and narratives generated.

04

Results delivered

Structured outputs appear in your ChatGPT conversation — cached for instant repeat access.

Who is it for?

  • Equity analysts and portfolio managers needing rapid company overviews
  • Investment bankers preparing pitch materials or due diligence packs
  • Business development and strategy teams benchmarking competitors
  • Journalists and researchers covering public company performance
  • MBA students and finance professionals building financial literacy
  • Any professional who reads SEC filings as part of their work

Industries covered

TechnologyHealthcare EnergyFinance ConsumerIndustrials Real EstateUtilities MaterialsTelecoms AutomotiveRetail MediaAirlines PharmaBiotech

Example prompts

Give me a financial summary of Apple
What are Amazon's revenue segments for the latest quarter?
Show me Tesla's KPI dashboard with quarterly trends
What are the key business risks for Microsoft?
What does Nvidia's cash flow look like?