Document type
Intelligent Investment Reports Processing
Process investment reports with high accuracy, extracting portfolio performance, asset allocations, securities details, and market analysis for comprehensive financial insights.
99.5%Accuracy
90%Time Saved
24/7Processing
Processing Steps
How to Process investment-reports
Follow these simple steps to extract data from your investment-reports
1
Upload Report
Upload investment reports in any format (PDF, spreadsheet, or digital)
2
Report Classification
AI identifies the report type and structure
3
Data Extraction
Extract all portfolio data, performance metrics, and holdings
4
Performance Analysis
Analyze performance data and generate comparative insights
Extracted Data
Investment Reports Fields
ParseIQ automatically extracts and validates these fields from your documents
| Field Name | Type | Required | Description | Example |
|---|---|---|---|---|
| reportId | string | Yes | Unique identifier for the investment report | N/A |
| reportType | string | Yes | Type of investment report (portfolio statement, performance report, prospectus, etc.) | N/A |
| reportDate | date | Yes | Date when the report was generated | N/A |
| reportPeriod | object | Yes | Time period covered by the report | N/A |
| accountNumber | string | Yes | Investment account number (typically partially masked) | N/A |
| accountName | string | Yes | Name of the investment account | N/A |
| accountType | string | Yes | Type of investment account (individual, joint, retirement, etc.) | N/A |
| accountHolders | array | Yes | Names of all account holders | N/A |
| financialInstitution | object | Yes | Information about the financial institution | N/A |
| advisor | object | No | Details of the financial advisor managing the account | N/A |