Taufolio
AI equity research reports — grounded in SEC filings
A founder project: an AI equity research platform that turns SEC filings, earnings-call transcripts and public company documents into cited, verifiable research reports for individual investors-no advisory credentials or institutional access required.
Two modes for different needs: a ~20-second Snapshot for fast screening, and a ~3-minute Full Report covering business model, competitive moat, management tone, earnings-call Q&A and risks beyond the financials. Additional tooling includes Ticker Compare, monthly portfolio auto-recaps and quarter-over-quarter report diffs.
Engineered for trust over guesswork: SEC EDGAR ingestion (10-K, 10-Q, 8-K), earnings transcripts via Azure Document Intelligence, market data with Yahoo Finance/Finnhub failover, and parallel multi-agent drafting (Claude, Gemini, GPT) with reconciliation and citation anchoring-every material claim links back to its source document.