AI for finance and investment research

Know when a filing lands, read an earnings report in minutes and start the day with one digest.

Used by professionals at
  • BBVA
Use cases

Three jobs to hand to HARPA first.

01

Know when a filing lands

A 10-Q or a press release moves the price in minutes. Hear about it when it lands on the page.

  1. Open the company’s filings or investor page, then the Automate tab in HARPA.
  2. Set up Page text changes, or pick Text appears… and type 10-Q or the form you track.
  3. Check every hour. Tell me by Notification, Email or Sound.
  4. Start monitoring. Every alert also lands in your Inbox.

Good to knowMonitors run in a hidden tab while Chrome is open. To send alerts on, add a webhook under More settings → Actions.

02

Earnings reports in minutes

From an 80-page report you need revenue, guidance and the new risks. Ask the PDF for them.

  1. Open the report in Chrome and click Summarize this PDF, or attach the file with the paperclip.
  2. Ask for revenue, guidance and new risks against last quarter, one follow-up at a time.
  3. Pull out the key numbers turns the figures into a table.
  4. For a very long file, a command with a Chunked GPT step reads it in parts.

Good to knowAnswers don’t cite page numbers: check a figure in the document before you quote it.

03

A morning market digest

Five market pages before coffee is a habit, not a job. Read one digest instead.

  1. On the canvas, Loop over your market pages with a Navigate step, then one GPT step writes the digest.
  2. The digest lands in your Inbox, every morning.
  3. Schedule it on the Automate tab: Run a command automatically, At set times, weekdays at 07:30.

Good to knowSchedules run while Chrome is open; a run missed while it was closed runs once when it reopens.

HARPA helps you research. It doesn’t give financial advice.

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