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Investment Research Data Extraction

Investment Research Data Extraction

by Internal Labs

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0

Solution

Lead Request

3

Summary

Summary

Supercharge Your Investment Research Team's Ability to Perform Quick and Efficient Analysis

Overview

Overview

Capital markets firms typically employ small teams of analysts to conduct research and analysis on hundreds, if not thousands of public companies and then issue investment recommendations based on that extensive analysis. When public companies issue earnings reports, those analysts must pour over the earnings reports, painstakingly extracting hundreds of data points and then entering that information into excel worksheets for modeling. This is often a race against time as they rush to get their investment models updated, perform analysis and prepare for the earnings call with the public company's executive leadership.

UiPath's Investment Research Data Extraction accelerator utilizes an NLP model from Indico to identify table structures (balance sheet, income statement, etc) in the PDF earnings report. Those table structures are then extracted from the document and populated into excel, where the data can be be further manipulated using a UiPath robot.

NLP Model Powered by Indico

Developed by: Jesse Gill, Adam Hanson

Features

Features

Efficient data extraction More time to focus on value-added analysis Significant reduction in critical data entry errors

Additional Information

Additional Information

Dependencies

"https://indico.io/" Indico MS Excel

Publisher

Internal Labs

Visit publisher's page

Technical

Updated

Feb 19, 2020

Works with

Studio: 19.7 - 22.10

Support

UiPath Community Support

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