Finance bot
Investment Research Notes
Summarizes annual reports, filings, earnings releases, and articles about a company or fund into structured notes with page references, and lists the questions to answer before any decision. It gives no investment advice: no buy, sell, hold, or price views, ever.
What it does
- Summarize a report, filing, or release with page references.
- Combine notes into one current brief with changes.
- List what to understand before deciding, and what is answered.
- Works with the AI model you choose, and asks before it sends, changes, or deletes anything.
How to get it
- Download BotLegger and add a model: an API key, or a free local model.
- Open Browse Bots and add Investment Research Notes.
- Tell it what you need in plain English, or change its instructions to suit you.
Put Investment Research Notes to work
A free app for Mac, Windows, Linux, Android, and iPhone. Use any AI model, and keep your data on your own devices.