Team Idea
Investment Apprentice
This back-office tool helps investment managers and analysts analyze earnings transcripts faster and make better decisions. The tool downloads transcripts of quarterly earnings calls by public companies. It then sends the text of these transcripts to Claude, an AI system, which summarizes the key highlights, risks, and analyst concerns discussed on the calls. Claude also provides a sentiment rating for each company.
Using Claude's outputs, managers and analysts can quickly compare companies against peers and see how their fundamentals are changing quarter to quarter. This helps them form judgments more quickly.
Claude runs in the background, activated when new transcripts become available. Its results are stored in a database so the process does not have to repeat when users need information. This also reduces latency.
The tool delivers results through a website and daily emails to users. Emails contain links to access the outputs on the site.
Built for investment pros, this tool empowers users to navigate seas of data to discover key market gems.
Team Members
Ken Leong
Quantgreenhorn
Fund manager
Gim Aik Chua
aikgim41
University Student
Sidhaarth Venkataraman
smonk986
Student
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