Provides a chat interface to retrieve and query comprehensive SEC filing data.
This tool offers an interactive chat experience for accessing and analyzing SEC filing information. It operates by first ingesting SEC documents into a Pinecone vector database, leveraging AI agents to summarize and verify the content for efficient retrieval. The system includes both a local server compatible with platforms like Claude Desktop and a hosted server, which can be connected to a Streamlit-based client. Users can query specific company filings and receive answers directly through the chat interface, supported by structured outputs and document reranking capabilities.