How Fintool generates millions of financial insights

Fintool, an AI equity research assistant, uses the platform Braintrust to generate millions of financial insights daily, serving leading institutional investors and companies like PricewaterhouseCoopers. To address the challenge of managing large volumes of unstructured data, Fintool developed a Twitter-like interface called Fintool Feed, which summarizes key sections of documents based on user prompts. The team faced challenges such as managing massive amounts of data, ensuring accuracy and reliability, and implementing real-time monitoring. To overcome these challenges, Fintool used Braintrust to develop a continuous evaluation workflow that includes defining quality standards and format rules, curating golden datasets, automating evaluations with LLM-as-a-judge, and adding human oversight. This workflow has helped Fintool improve accuracy, consistency, efficiency, and scalability, delivering reliable financial insights at scale while maintaining trust in high-stakes financial contexts.

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