AutoPilot - Capture & Analysis
Automate the most time consuming aspects of your research investment process by deploying our AI-driven product to capture the financial data that's most important.
With Ubineer's AutoPilot, you never have to worry about updating your industry and sector analysis. We handle the full extent your data capture, and support it further with incisive analysis for a convenient and comprehensive solution.
Why AutoPilot?
Rapid AI-Powered Data Capture and Incisive Analysis
Extracts structured financial data from regulatory filings (10-Q, 10-K, and 8-K). Uses natural language processing (NLP) to capture text, numerical information, notes, guidance factors, and custom formulas.
Automatically updates data as new filings become available, ensuring analysts do not need to manually refresh historical information.
Leverages captured data to automate industry, sector, and company analysis. Generates reports and builds comparable company (comps) tables. Focuses on accelerating the validation of investment theses while saving time and worry.
Accelerate and Expand Your Analysis
Layers
Clusters
How It Works
PLACEHOLDER
How It Works
AutoPilot represents the transition from "AI-assisted research" to "autonomous research execution," where the user basically lets go of the wheel. Here is how it works:
- Autonomous Execution: Once parameters are defined, AutoPilot takes over the manual labor of monitoring the data streams 24/7
- Dynamic Workflow Automation: Handles repetitive lifecycle research by pulling in information and updating models instantly
- Intelligent Alerting: Provides "signal" over "noise" anomaly detection when a fundamental data point deviates from your thesis
- Powering the Agentic Swarm: Serves as the operational framework for multiple AI agents to stress test your thesis
AutoPilot is designed to give institutional teams
scale. It ensures that no matter how many stocks you cover, each one is being watched with the same level of granular detail as if you were reading every filing manually.
Ubineer is a leader in high-trust AI-driven predictive software that helps professional fund managers succeed.
We invite you to reach out with your questions. Ubineer can provide proven solutions to some of your most pressing needs.
Ask us about AutoPilot
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