Today: Jul 29, 2026

Putting AI to Work: Streamlining Data Collection

4 months ago


Jonathan Berkow: Ruchira, you cover small and mid-cap tech and material stocks. And I know that you’ve been using AI to improve your day-to-day workflows. What’s an example of that?

Ruchira Amin: Yeah, sure. So, I built an agent that’ll analyze quarterly filings that I upload or it can pull it through SEC and then it gathers and just compilates all of the quarterly segment data. Really helpful because that’s usually not available in one single platform.

JB: Great. And what does that unlock for you?

RA: A lot of time saving, I would say. It would usually take me 30 to 45 minutes just gathering the data. The LLM can do it in less than five minutes in most cases, so I can spend time analyzing the data and gathering real insight.




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