AI 101 for investors
A plain-English primer on AI for fundamental investors.
How agents read filings, where retrieval breaks down, and what a complete, trusted data layer changes about the answers you get. New explainers are on the way — in the meantime, our blog goes deeper.
01
What an AI agent actually does with a filing
From a 10-K to an answer: retrieval, reasoning, and where context gets lost along the way.
02
Why web search isn't a data layer
Fragmented sources, stale pages, and unverified numbers — and what changes when the data is structured.
03
Credits, coverage, and completeness
How to think about what your agent can reach: companies, disclosures, transcripts, and financials.
04
Trusting the output
Cross-checking agent answers against clean, verified financial data extracted directly from filings.