Most people use this tool as an alternative to the official SEC website since it also displays the original SEC document alongside the chat interface. So you can think of it as a complimentary tool to other financial tools (like Bloomberg terminal etc) as opposed to a replacement. The pricing also reflects this.
The advantage here is the ease of searching for a filing. It's more convenient than having to search the EDGAR database then upload the doc to Claude every time.
Yeah this is true. But the context windows for most of the frontier models have been increasing over time so this will most likely be solved soon. It's good enough to still get a decent amount of value.
This approach allows for better accuracy per response since the context is shorter and more precise. "Search and analyze" was the messaging but I get your point. Thanks !
Thanks ! Yeah it was all done by me. It took about 3 months from idea to launch. I've never done RAG before but I found the OPENAI file-search API pretty well documented.