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CLUSTER ANNUAL-ANSWERS-ASSISTANT · 15 ENTRIES · EARLIEST ENTRY 2026-09-25

AI annual report assistants

This cluster consists of AI assistants that answer questions about annual reports and SEC filings, providing page-level citations and calculating financial figures. The dated history before the index is too thin to read a shape from, as only 0 dated entries exist. Traction leader is finsight-rag with 1 star, while the others have none.

Entry timeline

ENTRY TIMELINE

JUL 2026: 1AUG 2026: 2SEP 2026: 7OCT 2026: 5
JUL 2026OCT 2026

Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.

Members by activity

Activity signals, not revenue.

Build origin · 3 hand-coded · 12 unlabelled

Operator · 11 hobby · 4 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 15 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 01finsight-rag1★18 dayslivehobbyAI assistant that answers questions about SEC annual reports with page-level citations and calculates financial figures from the filings.
  2. 02consulting-research-copilot0★18 days—hand-codedhobbyAI assistant for consulting research that answers business questions from annual reports with page citations and declines when evidence is insufficient.
  3. 03sec-filings-rag0★7 days—Research assistant that answers plain-language questions about SEC 10-K filings with citations and automatic groundedness checks.
  4. 04footnote0★2 daysliveAuditable research assistant for SEC filings that answers financial questions with cited and re-verified figures, refusing when uncertain.
  5. 05Document-Copilot0★5 dayslivehobbyAI research assistant for SEC filings that answers questions with cited source excerpts and saves conversation history.
  6. 06finagent0★2 days—Agent that analyzes listed companies' annual reports and answers financial questions with cited sources.
  7. 07closewell0★19 dayslivehand-codedhobbyAI agent that answers finance teams' questions about ledgers, reconciliations, and journal entries with cited sources and drafts entries for approval.
  8. 08production-rag-with-evals0★12 dayslivehobbyAI assistant that answers questions about SEC filings with cited evidence from the underlying documents.
  9. 09broker-research-rag0★2 mo—RAG assistant that answers questions about broker research PDFs with page-cited sources.
  10. 10annual-report-rag-agent0★13 days—hobbyAI assistant that analyzes annual reports and answers financial questions with page-level citations and source references.
  11. 11finsight0★14 dayslivehobbyAI chat that answers questions about public companies' annual reports, with every claim citing the exact filing passage.
  12. 12bellwether0★1 mo—hand-codedhobbyWeb tool that lets users ask questions about quarterly financial filings, running multiple AI agents to synthesize answers and verify cited evidence.
  13. 13Tesla-Financial-Reports-AI-RAG-Assistant_n8n0★29 days—hobbyAI chat assistant that answers questions about Tesla financial reports from shareholder decks, SEC filings, and earnings call transcripts.
  14. 14Themis0★1 molivehobbyResearch assistant that answers natural-language questions about SEC 10-K filings for equity analysts, citing verifiable source passages from filings.
  15. 15finance-rag-assistant0★3 mo—hobbyAI assistant that answers personal finance questions by retrieving relevant information from financial documents.

Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.