Bull.sh lets you query & store 10-Qs, 10-K in a local vector store to chat with them, build investment thesis from scratch or build full framework models through the CLI to export into excel.
It's open source, just requires your own Anthropic API key and (optionally) AlphaVantage Free API key if you want save some tokens from scraping. Feel free to play around with it.
Some ideas I have for features (amongst improvements to the existing orchestration & valuation frameworks):
1. Bull vs. Bear Agent Debate
Spawn two adversarial agents: one argues the bull case, one argues the bear case. They critique each other's assumptions, then a moderator agent synthesizes a balanced thesis. Surface the strongest counterarguments automatically.
2. Earnings Call Analyzer
Auto-fetch earnings call transcripts (or transcribe audio), detect management tone shifts vs. prior quarters, extract forward guidance, flag hedging language ("we believe", "challenging environment"). Compare CEO sentiment to online & social sentiment.
3. Supply Chain Knowledge Graph
Parse 10-K supplier/customer disclosures + news to build a graph of company relationships. Visualize dependencies, detect concentration risk, propagate shocks ("if TSMC goes down, who's exposed?"). Use Neo4j or networkx.
4. Real-time 8-K Alert System
Monitor SEC EDGAR for new 8-K filings, classify by materiality (executive departure, M&A, guidance change), push alerts via webhook/Slack/email. Let users set watchlists and filter by event type.
5. Thesis Backtester
Save thesis snapshots with timestamps. When the stock moves ±20%, resurface the original thesis and score which predictions were right/wrong. Build a track record dashboard showing analyst accuracy over time.