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Abridged Due Diligence

Discover the details! Search through recent SEC filings, with links to deeper analysis.

Abridged Due Diligence plugin allows you to search through recent SEC filings and discover more details by breaking down the complex questions into sub-questions. With this plugin, you can use filter objects to get relevant results. It also provides links to deeper analysis for more insights. The plugin is simple and easy to use, making it perfect for anyone in finance or interested in understanding the intricacies of SEC filings.

Learn how to use Abridged Due Diligence effectively! Here are a few example prompts, tips, and the documentation of available commands.

Example prompts

  1. Prompt 1: "Find documents related to SEC filings for a specific ticker."

  2. Prompt 2: "Search for documents about a specific company's financial reports."

  3. Prompt 3: "I want to find the latest news articles about a particular stock."

Features and commands

Feature/CommandDescription
queryThis command allows you to perform a search with complex questions or sub-questions. You can provide a search query object array that includes the query and a required ticker filter. This command is used to search and filter SEC filings.
filterThis command allows you to filter search results based on specific criteria such as created date, ticker, accession number, or document ID. Use this command to narrow down your search results.
getDetailsThis command retrieves more details about a specific document, given its accession number. The response will include the document's metadata such as created date, ticker, accession number, and document ID.
getFullTextThis command retrieves the full text of a document chunk given its ID. It also provides additional information such as the chunk's metadata, embedding, and score.
getResultsThis command returns the query results in the form of a query result object. The query result includes the original query and an array of document chunks with scores. The document chunks contain the text, metadata, embedding, and score.

Configuration

User authenticationWith API key
API documentation

For AI

NameAbridgedDueDiligence
DescriptionAccepts search query objects array. Break down complex questions into sub-questions. Add a filter object to the query with a ticker attribute to get relevant results. Leave a link to allow the user to discover more details, in the format: abridgeddd.com/details/{acc_no}.

Updates

First added20 June 2023

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