Neotask turns Aiera into your always-on financial research analyst - automatically surfacing earnings data, filings, and transcripts so you never miss a material event.
Wake up to a briefing - your agent monitors earnings events overnight and delivers a summary of what management said before the market opens
SEC filing alerts happen in real time - your agent reads new 10-Ks and 8-Ks, extracts key changes, and flags what matters to your portfolio
Competitive intelligence builds itself - your agent searches transcripts across your watchlist and surfaces mentions of competitors, pricing changes, and guidance revisions
What You Can Do
Your AI agent turns Aiera's financial intelligence into an automated research operation. It monitors events, reads filings, searches transcripts, and delivers actionable insights - all without you staring at a terminal.
Equity Research That Updates Itself
Your agent pulls financial ratios, KPIs, and segment breakdowns for any public company. It tracks changes quarter over quarter and flags outliers. Need a comparable company analysis? Your agent builds it from live data.
Event Monitoring
Earnings calls, analyst days, conferences - your agent tracks them all. It fetches full transcripts, searches for specific topics management discussed, and summarizes key takeaways. Schedule it to run before market open and you start every day informed.
Filing Intelligence
Your agent searches SEC filings by type, date, and company. It reads 10-Ks, extracts risk factor changes, and compares language between quarters. No more manually combing through EDGAR.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"Every morning, check for new earnings events from my watchlist and send me a summary"
"Search all Q4 earnings transcripts for mentions of 'pricing pressure' or 'margin compression'"
"Pull the latest financial ratios for Apple, Microsoft, and Google - compare P/E and EV/EBITDA"
"Find every 8-K filing from Tesla in the last 90 days and summarize the material events"
"What KPIs does Shopify break out by segment? Track how they changed over the last 4 quarters"
"Build me a pre-earnings briefing for Nvidia's upcoming call - include recent filings, analyst estimates, and transcript excerpts from last quarter"
Pro Tips
Schedule a daily agent task that checks for new events and filings across your entire watchlist - your morning briefing writes itself
Use multi-agent teams for earnings season: one agent monitors events, another reads transcripts, a third compiles the research brief
Pair Aiera with your Slack or email integration so research summaries get delivered to the right channel automatically
Approval gates are useful for trade-adjacent research - review the agent's analysis before it feeds into downstream decisions
Combine transcript search with financial ratios to validate whether management commentary matches the numbers
Multiple workspaces and capacity for larger teams.
Works Well With
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