SEC Filings

This tool offers an interactive chat experience for accessing and analyzing SEC filing information. It operates by first ingesting SEC documents into a Pinecone vector database, leveraging AI agents to summarize and verify the content for efficient retrieval. The system includes both a local server compatible with platforms like Claude Desktop and a hosted server, which can be connected to a Streamlit-based client. Users can query specific company filings and receive answers directly through the chat interface, supported by structured outputs and document reranking capabilities.