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Show HN: SEC filing AI built by equity analyst and PM

https://www.dfin.pro/
1•sleepydj•8mo ago
After manually analyzing filings for years as an equity analyst and running money as a long-only portfolio manager, I built an AI RAG system that I believe will be useful for people who are interested in deep fundamental equity research. I've tested our responses against major sell-side research and believe the quality is equivalent on many parameters to the responses that we get on calls with sell-side analysts at the major firms.

Key differences to some of the offerings out there currently: Pay-as-you-go model: No monthly/annual subscription needed. 1-click verify: AI models struggle with hallucinations, and we've put verification at the core of the system. With one click, get a secondary verification to catch hallucinations and errors in the responses. Multi-model system: We use 10+ models in the system. Users can pick what intelligence level (and cost) they want based on their needs. New models will be included if they improve results and optimize cost efficiency. S&P 500 coverage: Currently database is building up S&P 500 companies and coverage is being expanded continually. The ultimate goal is global coverage. Web research: Easily incorporate web research into your chat as well with a simple '/web' command. Helps to pull in data that is not in company filings.

The system is not built to provide advice or offer opinions. Just to discuss facts and generate valuable insights that you can use to form your own investment thesis.

The product is still very new, so I would love for the wonderful people of this community to give it a test drive. The ideal user is someone who is interested in learning about company financials and fundamentals. Please sign up on the site and email us at info@dfin.pro. I will be happy to deposit credits into your account. All that we ask is that you provide us with honest feedback (both negative & positive).

I look forward to hearing from you all and hope that you enjoy using dfin.pro!

Thanks.

Comments

sleepydj•8mo ago
Hi - I wanted to add in some screenshots from the system. These are long-form screenshots of the chat. Here are the starting questions and the ensuing discussion:

1. Why does Deere's balance sheet seem so bloated? Why do they have so much debt?". You will get a detailed response and you can easily dig in to the details as you like. https://www.dfin.pro/assets/media/landing/dbot_deere.png

2. "Has Synchrony's credit portfolio deteriorated over the last 3 years?" https://www.dfin.pro/assets/media/landing/dbot_syf.png

3. "For Block, can you give the GPV growth (YOY) of their Square product over the last 4 quarters?...."Now for Fiserv, can you give me the GPV growth of their Clover product over the last 4 quarters?" https://www.dfin.pro/assets/media/landing/dbot_fi_xyz.png

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