Hi all,
I recently passed cfa level 1 and am trying to spend more time actually learning how to analyze stocks properly, especially when it comes to fundamentals.
One thing Iām running into is how much reading there is for annual reports, financial statements, earnings materials, research reports, etc. A lot of these PDFs are just really long, and it takes a while to work through them carefully.
I wanted to ask how people here deal with that. Do you just read everything manually, or do you use any AI tools to help you go through long reports faster?
Thanks in advance.
Any AI tools for reading long annual reports and research pdfs?
byu/CathyCCCAAAI ininvesting
Posted by CathyCCCAAAI
3 Comments
skim the key parts, use ai for the rest. upload the pdf here and i can pull the summary, tables, and changes with page refs
I suggest trying out tryLattice! its an AI chatbot that you can use not only for analyzing stocks, but also for interactive customizable charts š its a game changer!
I just use AI locally, so the Qwen models are my go-to. I just ask it to summarize earnings call transcripts, or whatever is too long and tedious to wade through.