AI app for finance · no coding needed
Cited filing and transcript research workspace
Reduce the time to a verifiable answer while keeping every claim traceable to its document.
Made for: Equity analysts, portfolio teams and investor-relations staff who answer finance research questions from company documents
What it does for you
The problem
Finance research answers are scattered across filings, transcripts and news, and the source behind each number or quote is hard to verify.
What it gives you
Reviewer-approved cited research answers linked to source documents
What you give it
Licensed filingstranscriptspress releasesownership datanews
Build your own version of AlphaResearch, PentaCue and more
One app with what these 3 AI tools do, yours to keep and change: AlphaResearch, PentaCue, Quartr AI chat.
Everything these tools do, in one app
- Document search Lets users search company documents such as filings, transcripts, and press releases to find relevant information.Found in AlphaResearch, PentaCue, Quartr AI chat
- Source citations Links answers or results back to the original document so users can verify quotes and data points.Found in PentaCue, Quartr AI chat
- Multi-document analysis Extracts insights from several documents at once to speed up research.Found in PentaCue
- Transparent AI explanation Explains how the AI reached its result so users can check the methodology.Found in PentaCue
- Real-time data access Provides near real-time access to the latest SEC EDGAR filings.Found in PentaCue
- Document alerts Notifies users about new or relevant filings and lets them screen filings for updates.Found in AlphaResearch
- Sentiment analysis Assesses tone changes in transcripts and detects sentiment differences between executives and analysts.Found in AlphaResearch
- Trending topics Highlights trending topics to help users understand market dynamics.Found in AlphaResearch
- News monitoring Keeps users updated on news developments that may affect investment decisions.Found in AlphaResearch
- Insider transactions Tracks insider transactions for investment research.Found in AlphaResearch
- Institutional ownership Analyzes institutional ownership data.Found in AlphaResearch
- Fund holdings insights Provides insights into ETF and mutual fund holdings.Found in AlphaResearch
- Stock screening Screens stocks based on selected criteria.Found in AlphaResearch
- Data visualization Visualizes complex data sets to make them easier to interpret.Found in AlphaResearch
- Spreadsheet add-on Integrates with Excel and Google Sheets for research workflows.Found in AlphaResearch
- API access Allows programmatic access to the platform's data and features.Found in AlphaResearch
- Mobile interface Provides a mobile-native experience so research can be done on the go.Found in Quartr AI chat
- Verified IR sources Limits answers to verified investor relations material to reduce noise from third-party content.Found in Quartr AI chat
How it works, step by step
- Search company filings, transcripts and press releases
- Link every answer back to the original document
- Extract insights across several documents at once
- Explain how the AI reached its result
- Pull near real-time SEC EDGAR filings
- Alert users to new or relevant filings and screen updates
- Assess tone changes and executive-versus-analyst sentiment
- Highlight trending topics across the covered universe
- Monitor news that may affect investment decisions
- Track insider transactions
- Analyze institutional ownership data
- Summarize ETF and mutual fund holdings
- Screen stocks on selected criteria
- Visualize complex data sets
- Export to Excel and Google Sheets
- Expose an API for programmatic access
- Provide a mobile-native research view
- Restrict answers to verified investor-relations material
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewer-approved cited research answer with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Cited filing and transcript research workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Cited filing and transcript research workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links4 KB
- questions.mdQuestions to answer before you build3 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare25 KB
- prompt-vps.mdThe same build on your own server (Docker)25 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data196 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce the time to a verifiable answer while keeping every claim traceable to its document. For equity analysts, portfolio teams and investor-relations staff who answer finance research questions from company documents, convert licensed filings, transcripts, press releases, ownership data and news into reviewer-approved cited research answers linked to source documents. The benefit is a testable hypothesis, measured through verified answers per analyst hour and corrections after review; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect licensed filings, transcripts, press releases, ownership data and news, then follow this sequence: 1. Search company filings, transcripts and press releases. 2. Link every answer back to the original document. 3. Extract insights across several documents at once. Resolve uncertain cases with qualified reviewers, approve reviewer-approved cited research answers linked to source documents, and measure verified answers per analyst hour and corrections after review against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Answers stay inside verified investor-relations material; final investment judgments remain human. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve source attribution, quotation accuracy and usage permissions. Analysts approve substantive conclusions and distribution scope. One covered universe and one document set; final investment judgments remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One covered universe and one document set; final investment judgments remain human. Implement one approved input format, a bounded representative case set and the first two task modules: search company filings, transcripts and press releases; link every answer back to the original document. Support the third module with operator review: extract insights across several documents at once. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Company filings, transcripts, press releases, ownership data and news. Cloud document storage, spreadsheet import/export and research destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Research question and source set, Editable answer preview, Review and delivery. Use a thumbnail gallery for saved questions, a large central answer canvas, and a right-hand panel for citations, constraints and comments. Let users compare answers side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant citation. Make the task-specific outcome reviewer-approved cited research answers linked to source documents visible beside its evidence, review state and value baseline.
