Financial Research Assistant
The Financial Research Assistant is a web app demo for searching financial filings and generating answers with page-level citations. A CloudFormation-based demo can be deployed in an AWS account and includes assistant, search, and document parsing functions.
What it does
Use it to find and verify information in financial filings, including figures in tables, charts, and scanned pages.
- Availability
- Deploy the CloudFormation-based demo in your own AWS account
- Pricing model
- Not established
- Deployment
- AWS account; models run as real-time endpoints on Amazon SageMaker AI
- Privacy
- Not established
- Licence
- Not established
Capability
Modality
Access
Deployment
Pricing
Target user
Evidence
5 claims- The assistant generates answers about filings with a citation for every claim. [1]
Anthropic Claude on Amazon Bedrock will be used to write the answers, with a citation for every claim.
Cohere. Quoted text is outside CC BY 4.0 and keeps its original rights. - Citations identify the source page and whether evidence came from a table, chart, body text, footnote, or figure. [1]
Each citation also says whether the fact came from a table, a chart, body text, a footnote or a figure, and one click opens the page image to check it.
Cohere. Quoted text is outside CC BY 4.0 and keeps its original rights. - The Search function can show results with and without Rerank side by side. [1]
It can show the results with and without Rerank side by side, so you can see how reordering changes them, and the Rerank column shows the passage Context Focus picked on each page.
Cohere. Quoted text is outside CC BY 4.0 and keeps its original rights. - The Parse function extracts tables as rows and converts scanned-looking pages into text. [1]
Parse extracts tables as rows from pages that you can download, and scanned-looking pages turned into text.
Cohere. Quoted text is outside CC BY 4.0 and keeps its original rights. - The CloudFormation-based demo can be deployed in your own AWS account. [1]
Deploy and experiment in your own AWS account.
Cohere. Quoted text is outside CC BY 4.0 and keeps its original rights.
Sources
1
1
CohereOwner-controlled
https://cohere.com/blog/financial-research-assistant-cohere-aws
Retrieved 2026-10-29 00:29 UTC
Verified
Versions
1| Version | Effective | Change | Changed fields | State |
|---|---|---|---|---|
| 1 | 2026-10-29 00:29 UTC | publication | None | Current |
In briefs
1- One model reads documents; another checks OCR results Daily brief 2026-10-29
Original catalog content is licensed under CC BY 4.0, attributed to wowsuchai. Source quotations and linked content keep their original rights.