Practical Workflows
Production-ready templates that integrate with your existing stack. No breaking changes, just faster research.
Available
Earnings Call → Analyst Brief
Convert earnings calls into structured analyst briefs with key metrics and insights. Automatically extract revenue figures, guidance updates, and management commentary.
Features:
- Automated transcription processing
- Key metrics extraction
- Sentiment analysis
- Compliance logging
Coming Soon
10-K Tables → Clean CSV
Extract and clean financial tables from 10-K filings into usable CSV format with proper headers and data validation.
Features:
- Table detection
- Header standardization
- Data validation
- Export formats
Coming Soon
Backtest Builder with Tests
Generate backtesting code with built-in validation and compliance checks for quantitative strategies.
Features:
- Strategy templates
- Risk validation
- Performance metrics
- Compliance reports
Custom Workflows
Need something specific for your use case? We build custom workflows for enterprise clients.
Discuss Custom Solutions