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Free

AI Finance Analyst

Build a tool that analyzes SEC filings, earnings transcripts, and market data to answer financial research questions.

"Compare Q3 margins across our top 5 competitors"

6 Modules

Each module builds on the previous one. By the end, you have a complete production system.

  1. 1

    Data Lake

    Financial document ingestion pipeline

  2. 2

    Encode

    Table-aware chunking + embeddings

  3. 3

    Retrieve

    Financial relevance hybrid search

  4. 4

    AI Gateway

    Disclaimer guardrails + accuracy checks

  5. 5

    Finance App

    SEC filing analysis + comparisons

  6. 6

    Deploy

    Slack bot + MCP server

Production patterns you'll master

Data PipelineVector DBGuardrailsMCP ServerObservability

Synthetic data included

  • SEC filings (10-K/10-Q)
  • Earnings call transcripts
  • Market data feeds
  • Internal financial reports
  • Analyst notes

What you walk away with

Shareable portfolio

A public URL showing your module timeline, patterns mastered, and completion status.

All the code

Download everything as a ZIP — pipelines, guardrails, deployment configs. Yours forever.

Module walkthrough

Each module documented with deliverables and the production pattern you implemented.

Ready to build your ai finance analyst?

Free during the early adopter program. No credit card required.