Have AI evaluate annual reports and analyst calls

Analysts evaluate annual reports, analyst calls and news

Ready to goAI Act: no extra obligationsResearching & comparingFinance, Consulting

Fits: Finance & accounting · Leaders & strategy · Sales

Shortly after the figures are published, you have an overview of key figures, guidance, one-off effects and the most important statements by management, each with its source. Your time goes into the assessment, not into typing things up.

Is this for you?

  • You regularly follow a number of companies and evaluate reports, announcements and conference calls with analysts.
  • Reports, presentations and call transcripts are available as PDF or text, or can be found on the companies’ investor relations pages.
First step today

Take the latest quarterly statement of a company you follow and use the template below to extract key figures, guidance, one-off effects and management statements. Check five figures against the original.

How to go about it

  1. Define evaluation questions for each reporting date
  2. Provide reports, transcripts and news sources
  3. Have key figures and statements extracted
  4. Check figures against the original
  5. Compare with the previous quarter, guidance and peer companies
  6. Record an evaluation framework for each industry

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

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G-FI-03 · Legal status 08.10.2026