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Overview

Discover how our custom “Screener” solution helped an institutional investor efficiently track key metrics and uncover investment opportunities through automated data extraction.

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User Story: Automated Order Book Tracking

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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.

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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.

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Key Capabilities of the Screener

  1. Data Extraction: The Screener uses AI to extract detailed order book information from filings automatically.
  2. Custom Filters: Investors can apply filters based on sector, market capitalization, and financial metrics to refine their searches.
  3. 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.