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by jatinshah 1049 days ago
If this product is not meant for finance professionals then who is the target customer?

Retrieving numbers via ChatGPT and then feeding it into Excel via APIs seems like a very odd thing to do. Especially when most of these numbers are already available on Yahoo finance for individual investors and CapitalIQ for professionals.

1 comments

:) I guess its not very odd to say investment research is a lot of reading and LLMs are already very good at reading. So there is little doubt that LLMs will change the investment research process. Have you used CapitalIQ, do you use it on the browser or in excel. If you use it on the browser, the experience using beatandraise.com is already better for some cases. For instance, try getting Apple's Rest of Asia Pacific revenues which apple has been highlighting is their main growth region this year, you can pull that out easily. https://imgur.com/a/rRnrB4u Can you do that on capitaliq, you would have to hope their standardized tables include this...