Reimagining Financial Research: Meet Your AI Co-Pilot

There it sits on your desk—a 300-page annual report, three quarterly presentations, six earnings call transcripts, and a folder of industry analyst notes.
Your deadline? "We need a recommendation by morning."

What if the crucial insight is buried on page 247? Or in last quarter's call that you don't have time to review?

An uncomfortable reality:

• You're skimming more than you're reading

• You're asking only the questions you can think of in the moment

• You're limited by how quickly you can process information

• You're missing connections across documents, quarters, and companies

• You're working without real-time market context

The result? Incomplete analysis, missed opportunities, and decisions based on partial information.

The Financial Research Assistant That Never Sleeps

Imagine having a financial analyst who:

• Has read every page of every document you upload

• Remembers every detail from every quarterly call

• Suggests questions you haven't thought to ask

• Connects insights across multiple companies and time periods

• Backs every statement with verifiable citations

• Never gets tired, distracted, or overwhelmed

This isn't fantasy—it's OnFinance AI's Financial Analysis Co-Pilot powered by NeoGPT.

Beyond Basic AI: Built for Financial Intelligence

Unlike general-purpose AI tools that provide shallow financial insights, our Financial Analysis Co-Pilot is purpose-built for the complexities of investment research:

• Document intelligence: Upload any document—investor presentations, annual reports, financial models—with no page limits and no context loss

• Cross-company analysis: Query across multiple companies, industries, and quarters simultaneously

• Smart prompt generation: Receive intelligent, context-aware question suggestions based on your documents

• Citation-backed insights: Every answer includes verifiable sources, not just confident assertions

• Secure data handling: Your proprietary documents remain protected, ensuring zero data leakage

Three Ways to Unleash Deeper Insights

1. Upload Any Document

From complex DCF models to dense annual reports, simply upload and start asking questions. Your Co-Pilot instantly processes and comprehends the entire content—not just snippets or summaries.

2. Query Pre-Analyzed Financial Documents

Access our database of pre-processed financial documents spanning companies, sectors, and quarters. Extract patterns and insights that would take days to discover manually.

3. Web Search with Real-Time Context

Pull real-time information from 100+ trusted financial sources—from Bloomberg to specialist publications—with every insight properly cited and verified.

Your Co-Pilot doesn't just find information—it transforms how you work:

• Smart prompt suggestions

• Choose between concise summaries or in-depth analysis

• Saved questions library

The Documents You Can Finally Conquer

Financial Analysis Co-Pilot handles the full spectrum of financial documentation:

From Information Overload to Strategic Clarity

Every financial document contains multiple threads of insight—growth projections, risk factors, competitive positioning, management changes, and strategic shifts.

What if you could pull on every thread simultaneously? What if you could see how they connect across time and across companies? Want to see this is action!!!

Contact us- [email protected]