Table of Contents
AITickerChat Document Retrieval is a powerful plugin designed to search through SEC filings and Earnings Call Transcripts to find answers to stock market questions and retrieve relevant information. It is particularly useful for investors, financial analysts, and anyone interested in gaining insights from these documents.
Available Function(s) and Parameters:
queries: An array of search query objects. Each object should contain a query and filter. The query is the question or search term, and the filter can include parameters like symbol (stock ticker), form_types (e.g., ’10-K’, ’10-Q’, ‘earnings_transcript’), fiscal_year, and fiscal_quarter.
“Find the latest earnings transcript for Apple Inc. (AAPL) from the 2nd quarter of 2023.”
Use Case Interpretation:
AITickerChat Document Retrieval can be a game-changer for anyone who needs to analyze financial documents. Instead of manually searching through hundreds of pages of SEC filings or earnings call transcripts, you can use this plugin to quickly find the information you need. It can save you time, increase your efficiency, and help you make more informed decisions.
- “Retrieve the ’10-K’ and ’10-Q’ filings for Microsoft (MSFT) for the fiscal year 2022.”
- “Find the earnings call transcript for Tesla Inc. (TSLA) for the 1st quarter of 2023 and highlight any mentions of ‘Model Y’.”
- “Search for any mentions of ‘mergers and acquisitions’ in the ’10-K’ filings of Alphabet Inc. (GOOGL) for the fiscal year 2022.”
- “Find any mentions of ‘climate change’ or ‘sustainability’ in the ’10-K’ filings of Exxon Mobil Corporation (XOM) for the fiscal year 2022.”
- “Search for any references to ‘cryptocurrency’ or ‘blockchain’ in the earnings call transcripts of JPMorgan Chase & Co. (JPM) for the 1st quarter of 2023.”
- “Retrieve any ’10-Q’ filings for GameStop Corp. (GME) for the fiscal year 2022 and highlight any mentions of ‘Reddit’ or ‘short squeeze’.”
AITickerChat Document Retrieval can be used in conjunction with other plugins for more complex tasks. Here are three examples:
- AITickerChat + WebPilot: First, use AITickerChat to find a specific earnings call transcript. Then, use WebPilot to visit the URL of the transcript and extract specific sections of the text. “Find the earnings call transcript for Amazon.com, Inc. (AMZN) for the 2nd quarter of 2023. Then, visit the URL and extract the section about ‘AWS revenue’.”
- AITickerChat + Noteable: Use AITickerChat to retrieve financial documents for a specific company. Then, use Noteable to create a Python notebook that analyzes the text of these documents and visualizes the frequency of certain keywords. “Retrieve the ’10-K’ filings for Facebook, Inc. (FB) for the fiscal year 2022. Then, create a Python notebook that counts the number of times ‘privacy’ and ‘advertising’ are mentioned in these documents.”
- AITickerChat + Link Reader: First, use AITickerChat to find a specific ’10-Q’ filing. Then, use Link Reader to read the content of the filing and summarize it. “Find the ’10-Q’ filing for Netflix, Inc. (NFLX) for the 1st quarter of 2023. Then, read the content of the filing and provide a summary.”
By combining AITickerChat Document Retrieval with other plugins, you can automate complex tasks, gain deeper insights, and make more informed decisions.