Perspectec is leveraging generative AI and human ingenuity in equity research.
We are currently developing easy to use hosted financial analysis solutions that leverage the latest in generative AI.
A sample of some of the solutions we have developed and used in-house are shown below.. We are happy to work with you in customizing our software to work with your financial models.
Leveraging OpenAI’s API to Generate an Quarterly Earnings Note by Combining an Earnings Press Release with an Excel Financial Model
Leveraging OpenAI ‘s ‘gpt-4-0125-preview’ model, in this example we combine Shopify’s ($SHOP) Q4/23 earnings press release with our SHOP financial model using specific prompts condensed into the proper context window. The resulting output produces an accurate and informative earnings note over 90% of the time according to our tests.