Chat2Report - Your AI Assistant for Financial Reports

I’ve always had a habit of analyzing financial reports from publicly listed companies. I usually download them directly from the SEC website and spend hours digging through the data to find what I need.

But let’s be honest—finding specific financial figures and supporting evidence in those lengthy reports is incredibly time-consuming.

A while ago, I discovered ChatPDF, which made things a bit easier. It helps extract financial data from PDF reports and even shows the source references. Sounds great, right? Well, here’s the catch—it only supports PDF files.

Since SEC reports are mostly in HTML format, I had to convert them into PDFs first. For every company I wanted to analyze, I had to:

1. Open the SEC website

2. Search for the company

3. Filter report types

4. Open the HTML report

5. Download and convert it to PDF

6. Upload it to ChatPDF

Now imagine doing this for multiple companies. Over and over again. It was mind-numbingly tedious.

To make things worse, ChatPDF’s free plan only allows you to upload two PDFs a day, each capped at 20 pages. Sure, upgrading to the paid plan helped, but the repetitive steps still remained.

I tried looking for alternatives, but most tools I found were bloated with features I didn’t need. I just wanted something simple, clean, and easy to use for analyzing financial reports.

One night, while slogging through the same boring process, I thought, why not build my own tool? A platform where all SEC filings could be analyzed directly without the need for downloading, converting, and uploading files.

Sounds amazing, right? Well, the journey wasn’t easy.

• I had to gather data on thousands of companies.

• I needed not just their financial reports but also their company info.

• Then came the challenge of downloading 10 years’ worth of annual and quarterly reports—over 130,000 filings—and converting them all into PDFs.

• Finally, I had to process these PDFs into AI-readable formats for quick and accurate data retrieval.

After some dedicated work, Chat2Report is now online. 🎉

It offers the same functionality as ChatPDF, but now you don’t have to waste time collecting, converting, and uploading reports. Everything is ready to go.

It’s saved me so much time, and I hope it can help others too. The platform is simple, clean, and built for efficiency. If you’re into analyzing financial reports, give it a try—I’d love to hear your thoughts!

As someone who regularly dives into financial analysis, ch2report.com is a game-changer for working with SEC filings. The traditional workflow of downloading HTML reports, converting to PDF, and then uploading to analysis tools was killing my productivity. This tool elegantly solves that entire problem by providing direct access to 130,000+ filings with a clean AI interface.

What impresses me most is the focus on simplicity and efficiency - it does exactly what financial analysts need without unnecessary bloat. The ability to query specific financial data across multiple reports and get accurate, sourced responses has already saved me hours of work. Definitely worth checking out if SEC filings are part of your research process!

If you are a short-term investor, Chat2Report may not be suitable for you, but it is very suitable for investors who need to frequently analyze financial reports and can quickly identify financial performance, business highlights, and risk points. The only drawback is that it cannot analyze across financial reports, such as wanting to consecutively analyze all the financial reports from the past five years. It would be even better if the developer could implement this feature.