[AI] LLM Document Query Tool
planned
Conor MacNeil
Merged in a post:
Koyfin as Comprehensive AI Research Engine
E
Eggshell Hornet
Koyfin has the opportunity to lead the next generation of investment research by evolving its AI from use cases such as "transcript summariser" into a fully integrated Research Copilot. While the current platform is world-class at visualising data, the competitive landscape (e.g., Fiscal.ai and others) is moving toward Agentic AI—capabilities that allow users to perform natural-language research to bridge the gap between structured and unstructured data and text. By embedding AI across the entire Koyfin workflow it can transition the platform from a data terminal into a proactive research partner for RIAs, Retail Investors and professional investors who need to process information as quickly as they visualise it.
Conor MacNeil
Hi Juan, on the whole I agree and we are developing some functionality around this. We have a good LLM roadmap this year.
R
Regulatory Ox
Thanks for your answer. That's what I'm aiming for but I need to get the transcripts out of Koyfin in an efficient manner
Conor MacNeil
Regulatory Ox: Hi Bob, supporting that isn't a priority for us, i'll be honest. We are more so focussed on bringing these workflows in-house, so users don't feel the need to export in bulk.
Conor MacNeil
Merged in a post:
Integration into LLM
R
Regulatory Ox
Hi, How do I go about integrating koyfin into an LLM response?
Conor MacNeil
Hi Bob, I am not sure I understand the question. Can you clarify or provide an example?
Are you asking if Koyfin has LLM-enabled features?
R
Regulatory Ox
Conor MacNeil . I want to write some LLM prompts that will integrate many sources (10k's, insider trades etc) and one of the things I would liken to do is draw in some of the stock specific numbers on Koyfin (revenue, net income , Balance sheet etc). I'm guessing I would need aome form of API to do that though. Have you come across this use case? Bob
Conor MacNeil
Regulatory Ox: Hey Bob, thanks. We are building a version of that inside of Koyfin. I have migrated your request there so that you can be motivated when we make progress. At this stage it is planned.
We are currently working on another LLM related project (A comp table) and will work on this document query feature later in the year.
We are planning to build these features internally, not providing an API.
Conor MacNeil
Merged in a post:
Daily AI Market Brief
S
Sudden Frog
I wanted to run some new feature ideas for Koyfin. I was looking around YCharts platform and one of the features they have is Daily AI Market Brief.
Conor MacNeil
Merged in a post:
Chat AI
S
Sudden Frog
I wanted to run some new feature ideas for Koyfin. I was looking around YCharts platform and one of the features they have is AI Chat.
Conor MacNeil
marked this post as
planned
H
Horizon blue Tuna
Conor MacNeil
More and more competing apps/tools are incorporating AI functionality to provide their users with AI Summary Reports of Corporate earnings/transcripts. This would be a game changer feature for Koyfin. Please make it happen!
Conor MacNeil
Horizon blue Tuna We are working on this, as well as a few other LLM related things.
Conor MacNeil
marked this post as
under review
Conor MacNeil
Merged in a post:
AI Integration for Transcripts summary and analysis
G
Gainsboro Penguin
Currently I download transcripts as a pdf and upload to ChatGPT, Grok, Perplexity, etc. - integration would be great if possible
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