DEV Community: geekbing

Breaking Language Barriers in US Stock Earnings Analysis

geekbing — Wed, 05 Nov 2025 05:03:48 +0000

For users whose native language is not English, analyzing US stock financial reports is a challenging task because these reports contain many technical terms, requiring a certain level of English proficiency to understand.

Although Chat2Report currently supports multilingual chat, some users have reported difficulty understanding when viewing cited sources or locating specific financial report sections. They hope for the addition of a multilingual financial report translation feature, which is a critical and essential need for them.

To verify the demand's scope, we subsequently conducted a user survey. Indeed, many users expressed the need for this feature, so we began considering how to add a financial report translation function.

Solution Options

Quickly researched many existing solutions on the market. Some display translations directly on the original PDF financial report, with one line of the original text and one line of the translation, similar to immersive translation. Others translate the PDF and output it in Markdown format (a plain text format that is easy to edit).

After comparison, it was decided to adopt a method of generating a new PDF based on the translation of the original PDF. The new PDF retains the format of the original financial report, making it easy to save and highly readable.

Translation Engine

Google and Bing are directly abandoned here. Traditional translation engines struggle with professional documents like financial reports, and the machine translation is quite severe.

Large language models inherently support multiple languages, and their translation quality is significantly better than traditional translation engines. After comparing several models, it was decided to use GPT and Gemini, dynamically selecting between the two models during actual translation.

Translation Effectiveness

The actual translation quality is quite good. You can choose to translate into any language or customize the number of pages to translate, with the default being the entire document. However, to save your credits, it is recommended to selectively translate certain pages.

For easier reading of financial reports, you can enable the bilingual view mode, which highlights the original quoted paragraphs while allowing you to compare the translated financial report side by side.

Future Plans

Due to the complexity of technical implementation and financial report formats, there may be rare cases where some content is not translated, but this does not affect the overall reading experience.

In the future, we will continue to optimize translation quality and support more languages.

Promotional Activities

To celebrate the three-month launch of Chat2Report, all users can enjoy a 40% discount on the first month of the monthly subscription plan by simply entering the discount code UKTCE2L1UI.

Contact

If you have any questions, suggestions, or feedback about using the product, please feel free to provide feedback here, and I will respond as soon as possible.

The Best U.S. Financial Websites for Everyday Investors

geekbing — Wed, 05 Nov 2025 05:01:26 +0000

Financial data websites on the market are often overwhelming.

So I built a minimalist financial statement website called chat2report.

All key data on one screen.

It includes the Piotroski Value Scoring Model, a financial dashboard, latest earnings highlights, peer company comparisons, and long-term trend indicators.

If you want to dive deeper, you can also browse SEC filings and ask questions about them.

Coming soon:

Detailed historical data for the three financial statements and key metrics.
Value score rankings for all companies.
Custom peer comparisons and long-term trend analysis.

Remark

This website is available on desktop only.

My first independent development product is launched

geekbing — Sun, 22 Jun 2025 09:38:57 +0000

Origin

Hello everyone, I am the founder of Chat2Report. Today, I want to share with you the story of how I started Chat2Report—this is the first commercial product I developed independently.

The Problem

I am a devoted follower of Buffett and Peter Lynch, a value investor, and have always had the habit of investing. If you don’t have the habit of reading financial reports, you can’t really be considered a true value investor.

Peter Lynch mentioned multiple times in "One Up On Wall Street" that you should not blindly trust professional investors, nor invest in stocks of companies you do not understand at all. Instead, use everyday life experiences to discover promising companies.

Finding companies with growth potential is only the first step in stock investing; next, careful research and analysis are required. Reading annual and quarterly reports is a very important part of this research and analysis. In addition, visiting the headquarters of listed companies and conducting field investigations are also necessary.

However, reading lengthy financial reports often consumes a lot of my time. A few years ago, before AI existed, I thought how great it would be if there were a tool that could quickly analyze financial reports and extract key information. This way, analyzing financial reports would take minutes instead of tens of minutes or even hours.

At that time, to quickly analyze listed companies, I even stopped reading financial reports and only looked at some key data. In fact, I felt uncertain because I had not conducted an in-depth analysis of the companies.

The Solution

The emergence of ChatGPT gave me hope. I started using it frequently, uploading financial reports and asking for analysis. It seemed like the ultimate solution and indeed saved me a lot of time.

However, I gradually realized it was not perfect. Sometimes it produced incorrect information, and because the sources of information could not be traced, you could never be sure whether its answers were based on the financial reports or completely fabricated.

As the number of analyzed financial reports increased, management became inconvenient. Conversations related to financial reports were scattered among regular chats and hard to find; I wished to organize them by company.

Because I need to analyze a large number of financial reports, I have saved years of reports categorized by company locally, but I have to re-upload them every time before analysis, which is very troublesome.

I have tried some alternative solutions, but none meet the requirements—they are too complicated, while I need a simple and better user experience financial report analysis tool.
Since there is no suitable tool on the market, I decided to develop one myself.

A good financial report analysis tool should have the following features:

Answers can be traced back with cited sources to verify the authenticity of the information
A large number of ready-made financial reports available for users to use directly
Financial report summaries to quickly understand the reports before analysis
Financial report mind maps for a clearer understanding of the report’s structure
Easy management, allowing users to bookmark conversations and companies, supporting quick searches

Other products pursue comprehensiveness, trying to include all features to serve all investors. But I choose to stay focused and simple, specifically serving value investors, starting from real needs, solving the specific problems I encounter, and helping investors like me.

Future

In the future, I will continue to update this product because many envisioned features have yet to be launched, such as financial report translation, custom document uploads, and news information. My goal is simple: to make it easy for everyone to analyze financial reports.

Contact

If you have any questions, suggestions, or feedback about using the product, please feel free to provide feedback here, and I will respond as soon as possible.

ChatPDF didn’t meet my needs, so I built a more powerful AI financial report chat tool

geekbing — Sat, 19 Apr 2025 03:04:01 +0000

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:

Open the SEC website
Search for the company
Filter report types
Open the HTML report
Download and convert it to PDF
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!