AI Agent to Analyze SEC filings in minutes
Portfolio managers waste 40+ hours each quarter analyzing SEC filings.
Leading investment firms cut this to 10 minutes per position.
Here's the system they're using:
The Problem: Every earnings season creates the same bottleneck.
Analysts manually reviewing 10-Q and 10-K documents across dozens of holdings. This delays investment committee reviews and position updates.
The Solution: Four specialized AI systems running in parallel.
GPT-5 Nano extracts complete financial statements.
Three GPT-4.1 instances simultaneously analyze: → MD&A sections for revenue drivers and strategic pivots → Risk factors across operational, regulatory, and litigation exposure → Debt structures for leverage ratios and covenant compliance
Full citations enabled for audit trails.
The Output:
Citation-free, markdown-stripped, audit-ready fundamentals. 40 analyst hours reduced to 10 minutes.
The Impact:
Research teams redeploy capacity toward differentiated analysis. More coverage, deeper insights, faster decision-making.
Investment research isn't being replaced. Document extraction is being eliminated.
How many more positions could your team cover with 40 hours back per quarter?
Set an appointment with us for a free diagnostic.
Check if your business can benefit from deploying AI workflows.


