Investing

Consolidate and analyze your financial portfolio by parsing investment statements from multiple institutions. This tool enables both natural language queries and programmatic access to your financial data, allowing you to ask questions like 'What were my dividends in Q3?' or retrieve specific holdings and transactions. It supports a hybrid storage model using SQLite for structured data and LanceDB for semantic search, ensuring efficient data management and flexible querying capabilities while archiving original documents.

Key Features

Use Cases