I was thinking of building exactly this type of thing here. This is great and I love the simple/minimalistic styled pages.

Things I was also contemplating to implement you can freely steal:

1. Giving a list of potential interesting investments - these could also be behind paywall.

2. Summarize based on sectors to see where there's downturns coming - again maybe paywall this

3. Connect with news-sites or twitter etc.. to see what is happening and what is the sentiment. This is a lot harder as you'll need to either scrape or pay to get that info.

Best of luck

Love it! This is a very useful tool to provide me with introductory (but granular enough) information about new investment ideas that I have.

Just two cents based on my usual workflow --

1. I like to compare companies within the same industry, so it would be good if i can ask follow up questions after reading a report like "How does company Y compare with company X on XX metrics?"

2. I understand that the reports are generated by a model; if that is true, maybe you could cross-reference the fillings with their corresponding earnings call transcripts (should be available for free on many investment websites) and highlight what is being discussed/asked in the calls as well

Again, thank you for the great work. Already pinned your site to my browser's investment workspace XD

I read lots of quarterly report summaries. I like what you're doing here, but you need to be aware that AI summaries are already built into many existing platforms. So don't expect to be able to monetize this as it stands.

Well done site. One important nit pick: never use charts that don’t start from 0 on the y axis. I was looking at a stock that had a yoy growth rate reduction of 6% (from 39 to 33 for each respective yoy period), and the chart showed an aggressive down to the right trend line because the y axis started at 33% instead of 0%.

Charts like that show more detail sure, but everyone freaks out in reaction to them. Always zero out your graphs.

I wish you also offered company summaries, not just news.

Form 10-K is usually what you'd need to parse for those, maybe with recent stats taken from the 10-Q.

It'd be really great if one could get a report on a company in an industry they're unfamiliar with, with statistics like profit margin available at a glance, and a good description of how they actually operate, what is important to them, what areas of the business actually bring in the money (this is often surprising!) etc.

It seems to be the season for scraping SEC filing archives and running them through AI bots to extract information. I made this:

https://boards.industrial-linguistics.com/

It only looks at information about directors on company boards, and unlike your much better project, I don't have any clear idea how to commercialise it.

I love it ! Thanks for sharing here !

I have to build a project for data analysis with ML (and optionally AI) for a course and certification I am passing, this is a great inspiration. I will probably do something simpler on European stocks.

You say it was a year long effort, was it full time ? Do you have an estimation of how many hours you spent on it ? Did you do it alone ?

It’s nice, I like it.

PS if the next question is whether I’d pay for it, the answer is likely no ;)

A suggestion: I forget the HTML tag off the top of my head, but there is something you can do that turns off the keyboard autocorrect. Setting the search box input type to something specific or something like that… stock tickers aren’t dictionary words :)

Seriously fantastic tool, I'm going to use the hell out of this, I appreciate you creating this so much! Let me know if there's a way to donate.

Looks great! For a long time I wished there was a historical analysis that would show quality of the management. Meaning, what initiatives did the management bet on in the past years and how well did it pan out? If a bet failed, was the management honest about it?

Any pointers on creating similar tools? I had an idea for an AI-backed analyses tool (not for stocks) but not quite sure how to go about it. Even if it's just a pointer to some page that does an ELI5 I'd really appreciate it.

Great work you’ve done here. I worked on a similar project for about a year but ended up dropping it because it wasn’t fun for me. Mine failed — I hope yours succeeds. Best of luck!

Interesting, good job.

Minor suggestion: I would make the home page feed show popular stocks (so that it is more interesting to new visitors and also engaging to regular visitors). You could just pick 100 stock symbols or combine that with something like what you are seeing people search for (I would manually check the popular search ones - some may not make sense to add to the home page feed).

I love it. I think there is room for this product even though there are other options. This is clean and probably over time you can introduce more features as you get the feedback. Eventually you will be able to monetize but for now listen to your audience.

One thing that I have hypothesized about, is can material embedding vectors be extracted which are then used to predict prices?

In theory, this is what value investors are doing to some extent. However, embedding vectors often to do match intuition very well.

Out of curiosity, how does your tool manage to account in its reports, for entities that have engaged in keeping a separate set of books as covered under FASAB S-56?

If you are unfamiliar this was passed mostly secretly in 2019 during the whole Kavanaugh confirmation, almost without issue crossing party lines. Its made every SEC required statement effectively worthless for the entities involved in any project or work that touches on national security.

There are at least 7 of the largest companies that make up the majority of the DOW/other indexes that may be covered.

Pretty cool, reminds me of content from SeekingAlpha.

I'm trying to do something unrelated with public companies, where did you get a list of all companies filing with the SEC? Or was it built based on whoever filed 8-Ks? A google search leads me to this list [0] but it's missing a few companies.

[0] https://www.sec.gov/files/rules/other/4-460list.htm

The way to make money from this is to auto generate content and use SEO. There is an incredible amount of money in this niche and many players making money doing similar things.

Very cool! I'm curious how much of this was vibe coded?

I've been wanting to build a stock trading bot but my general findings were that stock move direction was largely uncorrelated with news of these sorts. Moves happen, but unfortunately it often happens that really good news can be put out and the stock just crashes.

Fantastic job, are the charts generated by the LLM itself or you have some kind of postprocess that inserts them? I'm working on a similar problem space and charts are difficult. Thanks.

Really clean site, I've also been working with similar stuff. If you need inspiration, check out https://findl.top

I am a portfolio manager of a small/mid-cap equity fund. This is definitely cool and clearly took a lot of time and thought!

If this is a side project, that's amazing and I love it. If you did want to take it further though, I would though encourage you to spend some time interviewing potential users and thinking through how you are creating value.

As a fundamentals investor, to win in stockpicking (especially against quant traders), you need to get really deep into the details. As mentioned there are lots of tools that summarize earnings calls, but more importantly, I don't think summarizing earnings calls or releases are super useful for investors.

There are basically two ways to build useful software for investors. One way is to create summaries / off-the-shelf analyses that tell investors if a company is good or bad. Right now as-is, that is sort of where this product is. The problem is, an earnings call summary is insufficient. Yes, AAPL revenue may be up 4.0%, but the fact that you figured that out in 15 seconds with an LLM is not a differentiator since everyone else can figure it out in 45 seconds by just doing mental math. And, what did _you_ expect it to be? Very different trade answer if you thought it should be down 10% or up 40% and it in reality hit 4.0%.

I think generally this is also tough because the people really good about building recommenders (black box or otherwise) just work at hedge funds and make a ton of money for themselves / their clients. It is almost always going to be more profitable to do this, in no small part because once you reveal your secret sauce to the market, it gets priced in.

There's also the issue of user personas. There is no one generic investment strategy. A "good" investment is very different for a long-only vs. a long-short vs. a macro fund vs. an activist fund (and yes these are not mutually exclusive at all).

So, I think in order for this to become truly useful you need to make it more of an interactive tool to allow people to run their own analysis (vs having a "one size fits all" analysis). A few ways you could do this:

1) investments are done behind an investment thesis. Can you TRACK theses over time? For example, a merger arb thesis might be that a big M&A deal is on track (or not on track) to close. Can you track my THESIS, which almost becomes a detailed LLM prompt. E.g., "I think that Company X's acquisition of Company Y will close at the current offered price of $Z by date A, and key milestones are (1) regulatory approval on or around date B, (2) stock price converging toward the offered price of $Z as date A approaches, (3) positive sentiment on earnings calls about the acquisition by both Company X and Company Y"; let me know if earnings releases or calls or 8-Ks should make me update my thesis ("8-K came out that said that the target date of A has slipped by 90 days"). Or, "Company X said they bought Company Y and at the time expected revenues of $Z in three years; what compound quarterly growth rate does this imply" and then track that every quarter to see if they are on track or not

2) Can you help me track a specific question through each quarter—almost like automated BI / reported? Bloomberg/CapIQ/etc. will do this for GAAP metrics like revenue or COGS but often companies will report bespoke metrics. Can you help me track WeWork's community-adjusted EBITDA (lol) every quarter? Can you help me track business unit non-GAAP EBITDA with an addback for taxes every quarter? These are things that won't show up in your GAAP 3-statement model but for _individual_ companies may be super important

3) similarly can you help me run comparisons across companies? E.g., can I compare Vornado's total revenue (almost all office) to Bridge's office segment's revenue to SL Green's total revenue (also almost all office) and every quarter see how their relative revenue (market share) is changing? What about their occupancy and rent levels?

4) generic RAG/natural language search (when did SmartRent talk about their acquisition of Planon), although as noted, many competitors are doing this

All of the above are things that analysts do in real life and basically just track manually in Excel.

Again don't mean to be discouraging—I posted this in part because I think there is a ton of value here to (a) having a clean pipeline and (b) having a basic working knowledge of applying LLMs in a useful way. If helpful I'm happy to discuss more.

sorry i dont understand. isn't this information already available on the SEC website? what does your product do

this is very cool - well done! investing community will benefit from this massively

This is cool. If you don’t mind me asking, are you using the EDGAR api or something else?

Not sure why, your website is blocked by Office's Cisco Umbrella.

You might like edgartools by Dwight Gunning

Your search seems broken (maybe because of the HN hug)

Also, rename "News" to "Latest Filings" or something more direct. Generally websites use "news" to refer to news about themselves, which nobody cares about.

Is anyone trying to automate the detection of the rampant insider trading that is, no doubt, going on at present?

What’s your stack?

I’ll take a look, thanks for the effort!

(Side note: would you mind emailing hn@ycombinator.com so I can explain how and why I edited your text here?)