AI Financial analyst · AI Automation Society

AI Financial analyst

I built an AI financial analyst that turns "a company name/it's ticker" into a full research report in minutes. 😁

It pulls straight from SEC EDGAR (XBRL filings, 10-Ks, S-1s), cross-verifies every headline number against SEC's own API, and returns:

1) Multi-year trend analysis (revenue, margins, growth, cash flow), How the business has grown (or hasn't) over the years

2) Full ratio suite- liquidity, leverage, efficiency, returns

3)DuPont decomposition- is ROE driven by margin, efficiency, or leverage?Where its returns really come from (to be honest even I couldn't have done it that well)

4)Automated flags for data anomalies, missing fields, and red flags, Anything weird or worth double-checking in the numbers

5)Plain-English narrative- not just numbers, the "so what"

To stress-test it, I ran two very different companies through it:

Apple vs. NVIDIA

same free cash flow, opposite capital structures. Apple's 152% ROE is a leverage effect from a decade of buybacks; NVIDIA's 76% ROE is almost pure operating margin. The tool's DuPont breakdown surfaces that difference automatically.

SpaceX

pulled directly from its IPO prospectus (no XBRL history existed yet, so it adapted to a completely different filing type). It caught a something most models would miss: $38.8B of preferred stock sitting outside reported equity was inflating leverage ratios to nearly 20x — and flagged it as a filing quirk rather than real risk.

Basically means....

Apple vs. NVIDIA

both generate roughly the same free cash flow, but for opposite reasons. Apple's sky-high returns come from years of stock buybacks. NVIDIA's come from just... being ridiculously profitable. The tool figured that out on its own.

SpaceX: it read straight from the IPO paperwork, since the usual data wasn't available yet. And it caught something easy to miss — a huge chunk of preferred stock made the balance sheet look far riskier than it really was. It called that out instead of just repeating the scary number.

Built the whole thing with Anthropic's Claude Code ,from pulling the data to writing the report. 😊

1 comment

AI Financial analyst