BeatandRaise.com is an AI-powered financial research platform designed to streamline the analysis of SEC filings for publicly traded U.S. companies. By leveraging advanced language models, it enables users to access and interpret financial data efficiently, facilitating informed investment decisions.
Key Features and Functionality:
- Comprehensive SEC Filings Access: Provides users with access to every SEC filing since 1995, including 10-Ks, 10-Qs, 8-Ks, and proxy statements, all organized and readily accessible.
- Original Financial Statements Viewing: Allows viewing of financial statements exactly as filed, preserving original formatting and including all exhibits, with options to download tables to Excel.
- AI-Powered Search: Offers semantic search capabilities across all filings for a company, enabling users to find specific disclosures, risk factors, or mentions across years of filings.
- AI Chat Assistant: Utilizes a sandboxed Claude Code environment to analyze filings, allowing users to ask complex questions, compare periods, and extract insights.
- Developer Integration: Provides an MCP server for developers to integrate SEC filing data directly into AI workflows.
Primary Value and User Solutions:
BeatandRaise.com addresses the challenges of manual financial data analysis by automating the retrieval and interpretation of SEC filings. This automation reduces the time and effort required for thorough financial research, enabling investors, analysts, and researchers to make more informed decisions with greater efficiency. By providing comprehensive access to historical filings and advanced AI tools, it enhances the depth and accuracy of financial analysis.