What is PromptVestor?
PromptVestor turns 200+ page SEC filings into clear insights in minutes. Chat with your AI analyst to build custom workflows, automate analysis, screen opportunities, and export professional reports — saving investors hours every week.
Problem
Investors spend hours manually parse through 200+ page SEC filings to extract insights, which is prone to inefficiency and human error.
Solution
AI-powered investment research tool that enables AI-powered analysis of SEC filings, allowing users to chat with an AI analyst, automate workflows, generate reports, and screen opportunities (e.g., summarize complex filings, export insights in minutes).
Customers
Investment professionals (analysts, portfolio managers), individual investors seeking faster due diligence, especially those handling high-frequency SEC filing analysis.
Unique Features
Transforms dense SEC filings into conversational insights via AI chat, supports custom workflow automation, and exports formatted reports directly.
User Comments
Saves 10+ hours weekly on filings
Improves accuracy of investment theses
Intuitive chat interface for queries
Customizable analysis templates
Professional report export feature
Traction
Specific metrics undisclosed, but positioned as addressing a critical pain point in the $34B investment research market, with features like automated analysis and SEC report processing highlighted as key growth drivers.
Market Size
The global investment research market is valued at $34 billion, driven by institutional and retail investor demand for accelerated data processing (2023 industry reports).
