CLUSTER DOCUMENTS-FINANCIAL-ANALYZES · 12 ENTRIES · EARLIEST ENTRY 2025-12-04
AI financial document research assistants
This cluster consists of AI tools that apply retrieval-augmented generation, multi-agent analysis, and knowledge graphs to financial documents for investor research, portfolio analysis, and compliance. Pre-index dated entries show one in 2025-03 and one in 2025-12, then two in both 2026-05 and 2026-07, a sparse and irregular distribution too three to read a clear shape. On traction, AI-Financial-Risk-Intelligence-Platform-using-Graph-RAG-Multi-Agent-LLM leads with 1 star, while the other named members have 0 stars.
Entry timeline
ENTRY TIMELINE
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 · 2 ai-built · 1 hand-coded · 9 unlabelled
Operator · 5 hobby · 7 unlabelled
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 12 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 01rag-support-agent1★11 days—ai-builthobbyAI application that extracts evidence-backed data from financial documents, answers questions with page citations, and routes uncertain values to human review.
- 02toki-finance-daily0★4 daysliveAI-generated daily finance briefing service that compiles news, economic calendars, and market analysis into shareable posters and a research website.
- 03ai-equity-research0★3 days—hobbyWeb platform that analyzes SEC filings, computes financial metrics, and returns answers with verified citations.
- 04footnote-ai-financial-report-agent0★11 days—AI tool that reads SEC 10-K and 10-Q filings, flags hidden risks in footnotes, and cites supporting sentences for investors.
- 05AI-Financial-Risk-Intelligence-Platform-using-Graph-RAG-Multi-Agent-LLM0★14 days—Platform that analyzes financial documents using hybrid and graph-based retrieval to support credit risk assessment, fraud detection, and regulatory compliance question answering.
- 06docupulse-ai1★29 days—AI platform that analyzes documents and financial data using retrieval-augmented generation to surface insights for users.
- 07superjoin-fact-knowledge0★1 mo—hobbyAI system that extracts facts from financial documents and reconciles them into a structured knowledge graph across the document corpus.
- 08meridian-market-intelligence0★1 mo—Web platform that runs parallel analysis agents over a financial document corpus to produce market research verdicts with cited sources.
- 09Finmind1★1 moliveai-builthobbyAI investment research assistant that organizes company data, financials, and risk factors into an explorable workspace for investors.
- 10Finbuddy-AI0★4 moliveAn AI-powered finance SaaS that extracts receipt data, enables semantic search, and provides proactive financial insights.
- 11GreenusInsight0★4 molivehand-codedAI web platform that analyzes financial documents and surfaces insights from uploaded files.
- 12cortex0★6 mostalelivehobbyAI research assistant that turns uploaded financial documents, PDFs, and web links into an interactive, searchable knowledge base for portfolio analysis.
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.