Launch Your Analysis
Upload your financial documents and let our AI generate a comprehensive analysis report. Here's how it works, step by step.
Create your company
Click "Add a company" on the Analyses page. Enter the company name, stock ticker (e.g. AAPL), and the fiscal year you want to analyze. This creates your workspace where you'll upload documents.
Upload the annual report
Upload the company's annual report: 10-K, annual report, or any equivalent filing. Click or drag and drop the PDF onto the 'Annual Report' slot.
For Apple: download the 10-K from investor.apple.com under 'SEC Filings'.
Add quarterly reports (optional)
For a richer analysis with more recent data, upload quarterly (Q1, Q2, Q3, Q4) or half-year (H1, H2) results. These add context but are not required. The annual report alone is enough to run an analysis.
Apple publishes 10-Q filings each quarter. Adding Q3 gives the AI more recent data to work with.
Click Analyze
Once the annual report is uploaded, the 'Analyze' button becomes active. Click it to launch the AI analysis. You'll see a confirmation dialog showing your available credits before confirming.
Wait for the results
The AI processes your documents (15 to 30 minutes on average). You can safely close the browser while waiting.
Want to be notified by email when your analysis is ready? Enable email notifications in your settings.
View your results
Open your personalized PDF report from the Analyses page. It covers financial health, risk assessment, growth prospects, valuation, and an overall rating. All are based on the documents you uploaded.
Your Apple analysis is ready. The full AI-generated report is available as a downloadable PDF.
Finding your documents
This is the most important step. Here's exactly where and how to find the documents you need.
Annual Report / 10-K
Required: one per analysis
The annual report is the comprehensive financial document published yearly by every publicly traded company. In the US, it's the 10-K filing submitted to the SEC. In Europe and elsewhere, look for the Annual Report or equivalent document on the company's investor relations page.
How to find it:
- 1Go to the company's website and look for an "Investor Relations" or "Investors" section (usually in the footer or menu).
- 2Look for "Annual Report", "Regulated Information", "SEC Filings", or "Financial Publications".
- 3Download the PDF for the fiscal year you want to analyze. Make sure it's the full annual report, not just a press release.
Google shortcut
On Google, type the company name followed by "investor relations annual report" or "10-K PDF". The first result is usually the right page.
Examples
Apple (US)
investor.apple.com → SEC Filings → 10-K
Maurel et Prom (EU)
maureletprom.fr → Investors → Annual Report
Quarterly Reports
Optional: enriches the analysis
Quarterly results (Q1, Q2, Q3, Q4) or half-year reports (H1, H2) provide more recent data than the annual report alone. They're published every 3 or 6 months by most listed companies.
Document slots available
How to find them:
- 1Go to the company's website and look for an "Investor Relations" or "Investors" section.
- 2Look for "Quarterly Results", "Press Releases", "Interim Financial Reports", or "SEC Filings" (for US companies).
- 3Download the PDF matching the quarter or half-year period you want. Make sure it's the earnings report, not a general press release.
Google shortcut
On Google, type the company name followed by "investor relations quarterly results" or "10-Q" to quickly find the right page.
Examples
Apple (US)
investor.apple.com → SEC Filings → 10-Q
Maurel et Prom (EU)
maureletprom.fr → Investors → Press Releases
When you upload a Q2 or Q4 document, you'll be asked if it's a quarterly (Q2/Q4) or half-year (H1/H2) report. This helps the AI interpret the data correctly.
Supported formats
PDF and HTML files are accepted. PDF is the most common format for annual reports. Some companies also publish HTML versions. Both work perfectly.
Common mistakes to avoid
Uploading a press release instead of the full report
Press releases are 2-5 page summaries. The annual report is a 200+ page comprehensive document. Make sure you have the full report.
Wrong fiscal year
Check that the document matches the fiscal year you selected when creating the company. A 2024 annual report should go with FY 2024.
Mixing quarterly and half-year reports
If a company publishes H1 (half-year) results instead of Q2, select 'Half-year' when prompted. Don't upload the same data in both Q2 and H1 slots.
Understanding credits
Subscription credits
Included in your plan and renewed monthly. Each credit allows you to run one complete analysis. Unused credits don't roll over to the next month.
One-shot credits
Buy additional credits at any time from your Analyses page. Perfect if you need more analyses than your plan includes.
Subscription credits are always used first. One-shot credits never expire and are only consumed when your subscription credits are exhausted.
Launch your first analysis
Upload your documents and get a comprehensive AI-powered financial report in minutes.
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