Overview

DoTadda Knowledge is an AI powered tool to assist Portfolio Managers and Analysts in finding their edge in the market from trusted financial data. Users can converse with the tool to get insights from transcript calls, company filings, and other relevant and trustworthy financial data.

This project is truly a joy to work on and the project is built with a small team of just 4 guys who are all extremely talented and passionate about their work who are working on DoTadad whenever they have time. It’s truly a testament to the power of collaboration and how small teams can achieve great things incredibly quickly when everyone is working on the same goal.

Features

Feature 1: Summarize Transcript Calls

Knowledge gets the latest transcript calls and company filings and summarizes and formats them for easy consumption by the user. Users can use the summary to get a quick overview of the company’s financials, facts, insights, what management leaders a saying, quotes, and more.

Feature 2: Chat with Knowledge

Users can ask questions about company earnings calls and market trends to get insights from trusted sources.

Development Process

Lessons Learned

I’m learning so much on this project, it’s an industry I’m not familiar with working in daily, but the Knowledge this team has, and the skills and insights of the team are truly inspiring. It’s a great learning experience and I’m grateful to be a part of it.

This project is really cutting edge, we are constantly working on new features and improvements to Knowledge and the team is always pushing the boundaries of what is possible with AI and the web.

Conclusion

This project continues to be a joy to work on and I’m grateful to be a part of it. More and more new features are in the pipeline, new technologies are being integrated, and the team is always pushing the boundaries of what is possible with AI and the web.

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