Have you ever gone through this grind? When researching a company, you first pull up PDF financial statements, then comb through earnings call transcripts, hunt for broker research reports across dozens of websites, and finally open Excel to manually pull and organize data. By the time you finish this full workflow, half a day has slipped away.
Reportify aims to pack this entire research pipeline into a single chat dialogue box.
What Is Reportify?
Reportify is an AI agent platform built exclusively for financial investment research. Launched by Beijing Jisha Chengtata Technology Co., Ltd., the parent company behind Xiaobang Planning, it positions itself not as a general-purpose AI search tool, but a deep investment research tool tailor-made for investors.
Unlike general all-purpose tools such as Perplexity and Meta AI Search, Reportify focuses on one single core vertical: streamlining investment research workflows.
Core Capabilities Covering the Full Investment Research Lifecycle
Deep Document Q&A
Upload financial statements, broker research reports, or earnings call transcripts and pose direct natural-language questions, for example: “Why did this company’s cash flow decline in Q3?” The AI returns precise answers with direct citations pulled from the original text. It covers nearly five years of financial statements and earnings call records for A-share, Hong Kong-listed, and US-listed public companies.
General-Purpose Agents, No Manual Workflow Configuration Required
The flagship upgrade of Reportify 4.0 is its shift from manually built custom workflows to a universal agent framework. You no longer need to assemble multi-step pipelines manually; simply state your research requirements directly in the chat box. It integrates OpenClaw services, making it the first dedicated “investment-focused OpenClaw agent” built for investors. Below the input box, users can select specialized use cases (investment analysis, quantitative stock screening, etc.) and model tiers: Lite for token cost savings, or Pro for complex heavy-duty analytical tasks.
Natural-Language Quantitative Screening & Stock Diagnostics
No coding experience is required — Reportify translates plain-language trading logic into executable code. You can input prompts such as “Screen stocks where MACD forms a golden cross, KDJ forms a golden cross, and the 5-day moving average sits above the 10-day moving average.” The platform compiles your logic into scripts, calls its data and calculation engines, and delivers instant screening results. You can also run single-stock diagnostic checks, for instance: “Verify whether Foxconn Industrial Internet has seen RSI drop below 30 over the past 10 trading days followed by a rebound, accompanied by heavy-volume bullish candlesticks and a KDJ golden cross.”
One-Click Data Extraction
Traditional professional terminals like Bloomberg or Wind require navigating hundreds of buttons and multiple sequential steps to export datasets. Now you can simply prompt, “Export Tesla’s price-to-earnings ratio data for 2025,” and the platform generates a ready-to-download Excel file. Integrated data sources include China’s macroeconomic indicators (M1, M2, CPI, PMI, etc.), A-share/Hong Kong/US listed company financial metrics, trading market data, and fundamental KPIs.
Track Management Team Sentiment & Verify Historical Guidance Accuracy
You can ask the AI to map shifts in executive stances on specific industry topics. For example, track Samsung Electronics’ evolving outlook on memory chips, shifting from “cautiously optimistic” in Q1 2025 to “extremely bullish” in Q4 the same year. You can also audit the reliability of past management guidance: NVIDIA CEO Jensen Huang’s quarterly revenue guidance over the prior eight quarters was consistently beaten by actual financial results, with an average upside surprise of +5.9%.
Cross-Company Comparative Analysis & Visualization
The AI extracts unstandardized scattered metrics from multiple reports and call transcripts to generate professional comparative tables, such as a side-by-side breakdown of cash flow and capital expenditure across Meta, Microsoft, Amazon, and Google.
Agent Marketplace & Custom Agent Builder
Reportify 3.0 fully migrated to a modular agent platform architecture. Pre-built official agents are available for instant use out of the box. Users can also construct custom agents via natural-language prompts using the Agent Builder tool and publish their creations to the public agent marketplace for shared access. All agents support scheduled recurring tasks, such as “Track AI industry developments daily at 08:00 AM.”
Ideal User Profiles
- Financial analysts handling heavy volumes of financial filings, broker research, and earnings call transcripts
Reportify cuts hours spent manually reading dense documents down to seconds of simple natural-language questioning.
- Retail investors seeking deep visibility into corporate financials and market trends without access to costly professional terminals like Bloomberg or Wind
It delivers a low-cost, accessible alternative to premium institutional research software.
- Quantitative trading enthusiasts with trading strategy ideas but no coding background
Describe your stock screening rules in plain language, and Reportify writes, executes, and returns full output from the underlying quantitative scripts.
Pricing & Access
Basic browsing, single-document previews, and summary generation remain permanently free. New registered users receive 200 complimentary credits to test the full Q&A engine, with additional free monthly credits allocated on a recurring basis. Advanced features including custom agents, the Pro model tier, and integrated OpenClaw services require a paid upgrade tier. There is no native mobile app; the platform is accessed exclusively via web browser.
Closing Thoughts
Investment research workflows have remained largely unchanged for decades: reviewing financial filings, parsing earnings calls, sifting through analyst reports, and manually manipulating Excel spreadsheets. Reportify’s core innovation transforms this manual repetitive workflow into a fully conversation-driven experience. You no longer need to memorize Bloomberg operation manuals or Wind keyboard shortcuts — simply state exactly what analysis or data output you require.