Buy-side fundamental analyst
40 names in coverage — earnings season finished in days, not weeks.
All finance agents
Research & Client Coverage
Earnings Reviewer: turn every transcript into a model update
Earnings Reviewer ingests transcripts, 10-Qs, and 8-Ks the moment they hit the wire, updates your coverage model, and writes a one-page thesis-impact note for the PM.
What Earnings Reviewer does
Parses earnings transcripts and filings within minutes of release
Updates the live model with reported actuals and revised guidance
Flags changes that impact your investment thesis or rating
Drafts a PM note with the top three takeaways and risks
Maintains a longitudinal change-log per name in coverage
Inputs
- • Coverage model (Excel)
- • Investment thesis doc
- • Transcript / 8-K
Outputs
- • Updated model
- • Thesis change log
- • PM note (Word)
Runs in
ExcelWordOutlook
Connectors
FactSetCapital IQDaloopaFiscal AILSEG
Use cases
Sell-side equity research
First note out the door faster than the desk competition.
Credit research
Spot covenant risk and guidance shifts the moment they're disclosed.
Earnings Reviewer FAQ
Does it touch the live model?
It works on a copy by default and presents a diff. Direct write-back can be enabled per analyst.
Multi-currency / multi-segment?
Yes — the agent respects your existing model structure, segments, FX, and reporting calendar.
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Related searches: AI earnings analysis • transcript analysis AI • equity research AI agent • model update automation
Deploy Earnings Reviewer on your stack in weeks
FDE Team ships Earnings Reviewer with your firm's connectors, policies, and approval flows — production-ready.