It’s been a while, but I’m happy to be back to blogging (helped by my AI assistants) with a new project and a new series! This is a dual experiment:
- Can we build an AI-powered tool to automate the analysis of complex financial documents for the purpose of learning the latest AI LLM techniques?
- How far can a developer push a project by truly partnering with AI coding assistants?
I’ll be sharing the journey right here.
Before the project I had not much experience with financial documents especially company filings, only a basic understanding of their importance and relevance. After spending some time digging into them, I realized the challenge: You’re faced with mountains of dense, jargon-filled documents like 10-Ks and 10-Qs. Buried within these SEC filings is a goldmine of information about a company’s performance, strategy, and risks. But extracting and understanding it is a tedious, manual process and never even mention that not all SEC filings themselves are not standardized.
There are many websites have information about companies like Yahoo Finance, Google Finance, and others. But to build a platform with LLMs that can truly understand and analyze these documents, it’s essential to work directly with the raw data. This is where the SEC’s EDGAR database comes in, providing access to all public filings.
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