Data and Projects

[Project Website] CompanyInsight.AI

In this website, we provide twelve important topics about S&P 500 firms produced with generative AI by analyzing quarterly earnings call transcripts. The topics range from financial performance to value drivers and also include an overall summary of earnings calls. We update this website frequently so that it covers the most recent company insights.

Related papers:

To showcase the capabilities of LLMs for financial statement analysis, we created an interactive Companion App using GPTs by OpenAI.  This app requires ChatGPT Plus subscription and relies on a different prompt that integrates narrative context while processing 10-Ks and 10-Qs step-by-step. The downside of this functionality is that it is more prone to retrieval errors and the accuracy of information must be verified.

Related paper: