FinSight AI by Caminosoft: Reimagining Equity Research with AI

Your Smart Co-Analyst for Earnings Season

In today’s fast-paced financial world, time is capital—but insights are priceless.

Whether you're an equity analyst racing against the clock, an investor relations team prepping reports, or a finance-first startup trying to stay ahead—quarterly earnings reports are a goldmine of insights… if only they weren’t buried in dense PDFs.

That’s where FinSight AI steps in.

What is FinSight AI?

FinSight AI is a flagship product by Caminosoft AI, built to transform company earnings PDFs into structured insights, automated analysis, and professional-grade reports—all within minutes.

No more CTRL+F. No more manual Excel gymnastics. Just clarity.

Why FinSight AI?

Imagine this scenario:

You’re an equity analyst on a tight deadline. The company just released its 40-page earnings report. You're manually scanning tables, calculating QoQ growth, and comparing numbers with consensus estimates—all before your morning coffee.

Now imagine this instead:

• You drop the PDF into FinSight AI.

• It extracts KPIs like Revenue, EPS, Segment Margins.

• It auto-calculates QoQ/YoY trends.

• It compares numbers with your uploaded analyst CSV.

• It outputs a ready-to-use equity research report.

That’s the FinSight AI experience.

How It Works (In Simple Terms)

Here’s the flow, simplified with purpose-driven stages:

1.      Upload your PDF (and optionally, your analyst estimates CSV)

2.      Extract clean Markdown text & structured tables using advanced PDF tech

3.      Index & Retrieve relevant parts using smart search mechanisms

4.      Analyze KPIs using secure local LLMs (no cloud dependency)

5.      Compare results against analyst estimates (optional)

6.      Generate a clean, well-written report using AI

7.      Visualize Results in a modern, easy-to-use web interface

What FinSight AI Delivers

Structured KPI Extraction: Revenue, EPS, margins, growth — extracted with context into JSON

Trend Analysis (QoQ/YoY): Fully automated comparison with past quarters

Variance vs. Analyst Estimates: CSV support with deviation tables calculated automatically

Equity Research Report Generation: Natural language report crafted by a finance-aligned AI

Before vs. After FinSight AI

Task	Traditional Process	With FinSight
PDF Review	~30–45 mins	<2 mins
KPI Extraction	~1 hour	<5 mins
Trend Analysis	~45 mins	Instant
CSV Variance	Manual Excel	Auto-calculated
Report Drafting	~1–2 hrs	Auto-generated
Total Time	3–4 hrs/report	~10–15 mins/report

Time saved per report: ~3 hours

Analyst productivity increase: 5–10x

Manual errors reduced: ~85%

Why FinSight Is Different

• Runs Locally with LLMs: All analysis is powered by on-device AI — no cloud sharing of sensitive financial data.

• Purpose-Built for Finance: No need to teach the model — FinSight understands earnings language out of the box.

• Modular Architecture: Easily expandable via node-based orchestration (LangGraph) for custom pipelines.

• Zero Learning Curve: Upload. Click. Review. FinSight does the heavy lifting — analysts focus on judgment.

Who Should Use It?

FinSight is purpose-built for:

• Equity research analysts

• Fund managers & asset management teams

• Investor relations professionals

• Finance-focused startups and SaaS products

Whether you manage 5 tickers or 50, FinSight adapts to your workflow.

Behind the Scenes (Architecture Overview)

FinSight AI brings together cutting-edge components in one sleek pipeline:

• PDF Parsing: Extracts text, tables, and metadata using advanced document intelligence

• Indexing: Sets up hybrid retrieval for fast, precise KPI lookup

• LLM-Powered Extraction: Local AI converts structured data into KPIs and insights

• Comparative Analysis: Calculates QoQ, YoY, and CSV variance automatically

• Report Generation: Creates a clean, detailed report for internal or external use

• Web UI: Built with Streamlit for clean, fast interaction