SEC Filings

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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.

Características Principales

• 0 GitHub stars
• Support for local (Claude Desktop) and hosted server deployments
• AI-powered summarization and verification of SEC filings
• Interactive chat interface for querying company SEC documents
• Data ingestion into Pinecone for efficient semantic search
• Tools for retrieving available filings and answering user questions

Casos de Uso

• Developing AI-driven assistants for financial research and analysis
• Providing internal teams with a user-friendly interface to company disclosures
• Quickly accessing and querying specific financial details from SEC filings