Automated Company Screening
Screen Key Disclosures and Discover Investment Opportunities with Our Screener
Overview
Discover how our custom “Screener” solution helped an institutional investor efficiently track key metrics and uncover investment opportunities through automated data extraction.
User Story: Automated Order Book Tracking
The Challenge
An institutional investor faced difficulties in efficiently tracking order books in a specific sector. The manual process of reviewing filings was time-consuming and prone to errors, often missing critical information. They needed an automated and reliable solution to stay ahead of market changes and make informed decisions quickly.
The Solution: Screener
To address this challenge, we developed the “Screener,” a custom solution leveraging generative AI (LLMs) to automatically extract and organize order book information from company filings.
Key Capabilities of the Screener
- Data Extraction: The Screener uses AI to extract detailed order book information from filings automatically.
- Custom Filters: Investors can apply filters based on sector, market capitalization, and financial metrics to refine their searches.
- Automated Updates: The Screener continuously monitors and updates order book data as new filings are released.
Screencer Opportunities: The capabilities of the Screener can be expanded to track other critical items, such as capacity expansions, revenue/profit guidance.