AI-Powered Insights from SEC Filings

Frequently Asked Questions

What is PromptVestor?

PromptVestor is an AI-powered platform designed to assist investors and professionals by analyzing data from SEC filings, financial statements, news, press releases, earnings calls, and technical indicators. It enables users to create custom workflows, generate investment insights, and enhance their research capabilities.

Who is PromptVestor for?

PromptVestor is designed for individual investors, financial professionals, and anyone interested in making informed investment decisions using AI-powered tools.

Is PromptVestor a financial advisor?

No, PromptVestor is not a registered investment advisor. It provides tools and insights to assist with investment research but does not offer personalized financial advice. Users are responsible for their own investment decisions.

How do I create a custom workflow?

You can design workflows by chaining prompts to analyze data from various sources such as SEC filings, financial statements, and technical indicators. AI personas can also be assigned to workflows for tailored insights.

What are AI personas, and how do I use them?

AI personas are virtual investment team members (e.g., Fundamental Analyst, Growth Analyst) that can be customized to generate insights based on specific strategies. You can assign them to workflows for a collaborative approach to analysis.

Can I track specific companies?

Yes, you can create watchlists to monitor companies of interest. Additionally, each company has a dedicated page with key financial data, news, and insights.

How does the keyword monitoring feature work?

You can set up keyword alerts to monitor specific terms in SEC filings. PromptVestor will scan filings daily and email you any relevant results.

Can I export reports?

Yes, you can export the results of workflows as PDF files or have them emailed directly to you.

Is there a free plan?

Yes, PromptVestor offers a free tier with limited usage to help users explore the platform.

What are the subscription plans?

We offer three paid plans: Basic, Pro, and Advanced. Each plan includes different features and usage limits. Discounts are available for annual subscriptions.

Can I cancel my subscription?

Yes, you can cancel your subscription at any time. After cancellation, you will retain access to the product until the end of your billing period.

How can I upgrade or downgrade my subscription plan?

You can manage your subscription through your account settings. Upgrades or downgrades will take effect in the next billing cycle.

Are refunds available?

Refunds are only available if you have not used the product or executed any queries. Due to the non-refundable nature of LLM costs, refunds are not provided once the product has been used.

What data sources does PromptVestor use?

PromptVestor integrates data from the following sources: SEC Filings and Financial Statements (Edgar API), News and Press Releases (NewsAPI), Earnings Calls (Financial Modeling Prep API), and Pricing Data (Yahoo Finance API).

What LLMs does PromptVestor use?

We use advanced Large Language Models, including Gemini 1.5 Pro and Flash 1.5, optimized for specific analytical tasks.

What are LLM hallucinations?

LLM hallucinations occur when the AI generates outputs that are inaccurate or not based on the provided data. PromptVestor employs validation techniques to reduce hallucinations, but users are advised to independently verify all insights.

How can I contact support?

For any questions or assistance, you can reach out to us at [email protected].

What should I do if I have a dispute or billing issue?

If you have a dispute or billing concern, please email us at [email protected]. We will review your case and respond within 14 business days.

How secure is my data?

PromptVestor employs robust security measures, including encryption, to protect your personal and financial information. We also comply with GDPR, CCPA, and other data protection regulations.

Can I delete my account?

Yes, you can request account deletion by contacting us at [email protected]. Please note that certain data may need to be retained for legal or regulatory compliance.