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Year-over-year comparison from your annual reports
Upload your annual reports, each with a year metadata field, then ask something like 'Compare 2023 and 2024 on revenue drivers and risks'. The agent searches each year's reports separately, notes what they say, and writes a side-by-side summary of what changed, with citations, for a person to check.
Research
Finance
year over year
annual report
compare years
trend
10-K
financial statements
knowledge base
metadata filter
citations
loop
How it starts
When you run it.
What it needs
- Annual reports source — Upload your annual reports here. Give each one a year metadata field (for example year = 2024), or the per-year search finds nothing for it.
- Annual reports knowledge base — The knowledge base the comparison searches, one year at a time.
Steps
Find the years to compare
Prompt Call
For each year
For Each
For each item:
Search that year's reports
Retrieval
Note what that year says
Prompt Call
Keep the year's notes
Item Value
Compare the years
Prompt Call
Show the comparison
Display Result