Financial Analysis Tool
Overview
Unlock key financial insights from your company's earnings calls and reports with ease. This tool helps you quickly extract crucial data and understand performance trends without manual review.
Save time and gain a deeper understanding of your financial health by automating the extraction of metrics like revenue, EBITDA, and future guidance. Identify potential risks and gauge investor sentiment with just a few clicks.
How It Works
Upload your earnings call recordings or PDF reports. Then, use our intelligent prompts to pinpoint and extract specific financial data points and analyze sentiment from Q&A sessions.
Getting Started
To access this feature, go to Dashboard → Analyze Data in your dashboard.
Workflow
Follow these simple steps to analyze your financial documents:
Upload: Begin by uploading your quarterly presentation or relevant financial reports.
Prompts: Use prompts like "Create a table of all financial figures mentioned, including Revenue, Net Income, and YoY growth" to extract specific data.
Sentiment: Analyze the Q&A session segment to gauge investor confidence, categorizing it as Positive or Nervous.
Search: Filter for keywords such as "Headwinds" or "Inflation" to quickly identify potential risks discussed.
Related Prompts/Features
Magic Prompts
Named Entity Recognition
Pro Tips
Compare sentiment across different periods (e.g., Q1, Q2, and Q3 folders) to visualize confidence trends throughout the fiscal year.
Troubleshooting
"Hallucination": Always verify the extracted numbers against the official SEC filing. AI can sometimes misinterpret spoken numbers (e.g., mistaking "15" for "50").
Next Steps
Ready to get started? Here's what to do next:
Login to your account and navigate to Analytics → Financial Insights
Try it out with a simple test case using an earnings call transcript
Explore the options to see how this feature fits your financial analysis workflow
Need help? Contact our support team or check out our other guides.