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Delivers instant financial data from Edgar SEC, including income statements and balance sheets.

Added on
September 27, 2023
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Generated by ChatGPT

BeatandRaise is a ChatGPT plugin designed to provide financial information about companies. It fetches text snippets from company filings based on keywords, such as income statements, guidance, and comments by management. This plugin is particularly useful for investors, financial analysts, and anyone interested in gaining insights into a company's financial health. |||

How to use:

  1. Installation: To get started, you can either search for BeatandRaise in the ChatGPT plugin store or simply press the "try it" button at the top right of this page to open a chat in ChatGPT with the plugin already activated.

  2. Query Type: Decide what type of financial information you are interested in. The plugin can fetch details like income statements, management comments, and more.

  3. Company Name: Specify the name of the company you are interested in. The plugin supports a wide range of companies, from tech giants like Apple and Microsoft to smaller startups.

  4. Time Frame: Choose the time period for which you want the financial information. You can specify dates in the format YYYY-MM-DD or simply say something like "Q1 2022".

  5. Keywords: If you are looking for specific financial metrics or details, specify keywords like 'revenues', 'EPS', or 'income statement'.

  6. Prompt Examples:

  • "Get me Apple's revenues and EPS for Q1 2022."
  • "Show me Microsoft's income statement for 2020."
  • "Fetch Intel's management comments from the latest 10-K filing."
  • "Tell me about Tesla's guidance for the next quarter."
  1. Review: Once the plugin fetches the information, review it to gain insights into the company's financial status. The plugin provides text snippets and sources for a comprehensive understanding.

  2. Follow-up: If you have more questions or need further clarification, you can continue to interact with the plugin for additional information. |||

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Financial analysis, Investment planning
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