Build a sourced investment memo pipeline with Box and Snowflake
Blog post from Box
A Python demonstration workflow uses Box Extract to process 10-K filings and earnings decks stored in Box, extracting standardized financial details such as revenue, growth, segments, guidance, risk factors, confidence scores, and source references. It normalizes these results into a one-page investment memo generated through Box Doc Gen for Enterprise Advanced users or a markdown alternative for free developer accounts, then saves the memo in Box with a company-restricted shared link. Optionally, the workflow sends the normalized fields and full extraction payloads to Snowflake, where repeated runs create a historical, queryable dataset for comparing guidance, segment performance, risk disclosures, and extraction confidence across companies and reporting periods while retaining links to governed Box source files. The setup requires Python, Box application permissions and authentication, and optionally Snowflake credentials and database setup; the sample emphasizes that its outputs summarize source disclosures rather than provide investment advice and should be reviewed by people before use in decisions.
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