Proco
AI-powered financial research co-pilot for investment professionals
What is Proco? Complete Overview
Proco is an AI-powered financial research platform designed to revolutionize how investment professionals conduct market and company analysis. It serves as a research co-pilot that automates the extraction of key insights from financial documents like SEC filings, earnings transcripts, and research reports. The platform dramatically reduces research time - converting tasks that typically take hours or days into minutes while maintaining accuracy with proper citations. Proco is trusted by investment professionals, analysts, traders, and portfolio managers at major financial institutions including JPMorgan Chase, Stripe, Allstate, and BlackRock. The solution provides real-time data synthesis, intelligent Q&A capabilities in natural language, and automated research brief generation with exact citations.
Proco Interface & Screenshots
Proco Official screenshot of the tool interface
What Can Proco Do? Key Features
Document Intelligence
Proco can analyze and extract key information from various financial documents including 10-K filings, earnings transcripts, research reports, and due diligence documents. The AI identifies critical data points, trends, and insights while automatically generating proper citations from source materials.
Natural Language Q&A
Users can ask complex financial questions in plain English like 'What are NVDA's key revenue drivers?' or 'Compare margin trends across quarters.' The system provides comprehensive answers with exact citations from uploaded documents or its financial database.
Automated Research Briefs
Proco generates ready-to-share research briefs complete with analysis, key takeaways, and proper source citations. This feature transforms multi-day research projects into 15-minute automated processes while maintaining the quality expected from professional analysts.
Comparative Analysis
The platform enables side-by-side comparison of companies, financial metrics, and market trends. Users can quickly analyze competitive positioning, margin comparisons, or growth trends across multiple entities with automated visualization and reporting.
Real-time Financial Intelligence
Proco continuously monitors and analyzes new financial data, providing alerts and updates on important developments. The system can track specific companies, industries, or financial metrics based on user preferences.
Best Proco Use Cases & Applications
SEC Filing Analysis
Investment analysts can reduce 10-K filing review time from 4-6 hours to just 2 minutes while extracting more comprehensive insights. The AI automatically identifies key financial metrics, risk factors, management discussion points, and other critical information with proper citations.
Earnings Transcript Review
Portfolio managers can get instant Q&A and sentiment analysis from earnings call transcripts, transforming a 3-4 hour manual review process into immediate insights about company performance, guidance, and management tone.
Investment Research Reports
Research teams can generate comprehensive company analysis reports in 15 minutes instead of 2-3 days, incorporating data from multiple sources with consistent formatting and automatic citation tracking.
Due Diligence Document Review
M&A teams can process 20-30 hours worth of due diligence documents in a fraction of the time, with the AI highlighting key risks, opportunities, and red flags across hundreds of pages of legal and financial documentation.
How to Use Proco: Step-by-Step Guide
Upload financial documents including SEC filings (10-K, 10-Q), earnings transcripts, research reports, or due diligence materials in PDF or other supported formats. The system accepts multiple documents simultaneously for comprehensive analysis.
Ask questions in natural language about the uploaded content or general financial topics. Example queries include 'What are the key risks mentioned in this 10-K?' or 'How does this company's growth compare to industry peers?' The system understands complex financial terminology and context.
Receive detailed, citation-backed answers within seconds. Responses include extracted data points, trend analysis, and direct references to source materials with page numbers and document locations for verification.
Generate comprehensive research briefs by compiling answers and analyses into formatted reports. These automated briefs can be customized with company logos, branded templates, and specific data visualizations before sharing with team members or clients.
Proco Pros and Cons: Honest Review
Pros
Considerations
Is Proco Worth It? FAQ & Reviews
All plans include a 14-day free trial with full access to features. No credit card is required to start. You can test document uploads, Q&A functionality, research brief generation, and other core features during the trial period.
Yes, you can change your plan at any time. Upgrades take effect immediately with prorated billing, while downgrades apply at your next billing cycle. All your data and settings remain intact when changing plans.
Proco uses enterprise-grade encryption, maintains SOC 2 compliance, and follows strict data governance protocols. The platform is designed specifically for financial services with robust security measures to protect sensitive information.
Proco offers similar financial analysis capabilities at a fraction of the cost (saving over $21,000 annually vs Bloomberg's $24K/year). It features a simpler interface, direct document upload/analysis, automated research briefs, and team collaboration tools not available in Bloomberg Terminal.
Proco supports SEC filings (10-K, 10-Q, 8-K), earnings call transcripts, research reports, due diligence documents, and other financial PDFs. The system can extract and analyze text, tables, and key financial metrics from these documents.