The main use case highlighted here seems to be retrieving quantitative data from financial reports and then doing sophisticated analysis (trendlines, forecasting etc) using ChatGPT (basically what’s currently done in Excel).
I doubt any finance professional would want to move from Excel to ChatGPT for these use cases.
A secondary issue is that numbers in financial reports need to be standardized before they can be used for analysis - say comparing ROE of a stock with industry average. That’s not possible with numbers from raw reports.
I doubt any finance professional would want to move from Excel to ChatGPT for these use cases.
A secondary issue is that numbers in financial reports need to be standardized before they can be used for analysis - say comparing ROE of a stock with industry average. That’s not possible with numbers from raw reports.