Documentation

    Comprehensive guide to Aldaran's automated financial analysis platform

    Overview

    Aldaran Analytics automates end-to-end financial analysis of Public Companies, with a focus on accounting risks and distortions. We transform complex regulatory documents into actionable intelligence. Our platform combines advanced document processing, database technology, and automated, rule-based analysis to deliver insights with unprecedented speed, depth, and traceability.

    Core Features

    10-K Processing & Item Extraction

    Automatically parse financial statements and annual reports into structured data with industry-leading accuracy. Our advanced processing engine preserves natural document structure and hierarchy.

    • Intelligent header and section detection
    • Automatic table extraction and processing
    • Cross-reference handling
    • Complete document structure preservation

    Advanced Semantic Search

    Find relevant information across thousands of filings with our search system that combines multi-step approaches for highly accurate and actionable insights:

    • Semantic understanding to find conceptually similar content
    • Keyword precision for exact term matching
    • Intelligent fusion of both approaches
    • Advanced reranking for the most relevant results

    Systematic Methodology

    We use LLMs only to scale, not to judge or interpret. Our methodology is based on a strict set of rules, context, limitations and guidance within a narrow and isolated environment, which leaves no room for biases or hallucinations.

    • 250+ risks and adjustments covered
    • Focus on details, not generalities
    • LLMs as a means to an end, not an end itself
    • Complete traceability of all insights

    RESTful API Access

    Integrate Aldaran's capabilities into your existing workflows with our developer-friendly REST API:

    • Query filings by ticker, fiscal year, or Item type
    • Execute semantic and hybrid searches programmatically
    • Retrieve structured data, tables, and analysis results
    • Full authentication and rate limiting for production use
    • Comprehensive API documentation and SDKs

    How It Works

    Aldaran's platform combines specialized document processing, intelligent data storage, and automated analysis in a seamless end-to-end pipeline:

    Aldaran Backend
    1

    Data Acquisition

    Data acquisition pipeline to download and scrape relevant public disclosure

    2

    Data Processing

    Advanced parser converts complex filings into clean, structured data with automatic topic detection, table extraction, and hierarchy preservation

    3

    Data Indexing

    Data is intelligently processed and stored in our proprietary database with complete metadata preservation

    4

    Smart Search & Retrieval

    Our advanced search system combines multiple techniques to deliver the most relevant context for analysis

    5

    Automated Analysis

    Automated analysis pipelines generates insights with source attribution and obtains authority over data quality before it reaches Users

    What You Receive
    6

    Actionable Insights Delivered

    Receive structured analysis reports, risk assessments, and financial intelligence ready for integration into your investment workflow

    Our Methodology

    Aldaran applies a structured and transparent approach to deliver fast, accurate, and scalable analysis. Our proprietary pipeline combines advanced natural language processing, intelligent search algorithms, and enterprise-grade infrastructure. Aldaran remains in full control over output quality, ensuring that every analysis is both accurate and actionable. Aldaran reduces the risk of biases or hallucination by executing targeted, in-detail queries.

    Use Cases

    Investment Research & Due Diligence

    Public Equity Investors and Analysts

    • Improve efficiency and accuracy in peer analysis thorugh adjusted financial metrics
    • Track year-over-year changes that distort financial metrics and may require normalization

    Financial Analysis & Monitoring

    Investment funds and hedge funds use Aldaran to as a screening tool:

    • Filter through thousands of filings for single or multiple risk factors
    • Filter for material deviations between reported and adjusted metrics
    • Risk factor categorization and trend analysis

    API Integration & Workflow Automation

    Developers and data scientists integrate Aldaran into existing infrastructure:

    • Programmatic access to structured filing data via REST API
    • Build custom dashboards and monitoring tools
    • Integrate with existing research management systems

    API Reference

    Aldaran provides a RESTful API for programmatic access to all platform capabilities. The API is designed for developers building custom integrations, dashboards, and automated workflows.

    Base URL

    https://app.aldarananalytics.com/api/

    Key Endpoints

    GET /filings

    Query filings by ticker, fiscal year, or form type

    GET /filings/:id

    Retrieve a specific filing with all extracted Items and metadata

    POST /search

    Execute semantic or hybrid search across filings

    POST /analyze

    Submit custom analysis queries to the processing pipeline

    GET /items/:ticker/:year/:item

    Retrieve specific SEC Items (e.g., Risk Factors, MD&A)

    Authentication

    API access requires authentication via API key. Include your key in the Authorization header:

    Authorization: Bearer YOUR_API_KEY

    Request API Access: Contact our team to request API credentials and access to comprehensive API documentation including request/response schemas, rate limits, and code examples.

    Getting Started

    Ready to transform your SEC filing analysis workflow? Here's how to get started with Aldaran:

    1. Request a Demo

    See Aldaran in action with a personalized demo tailored to your use case. We'll walk you through the platform capabilities and discuss your specific requirements.

    2. Try Filing Analysis

    Submit a specific SEC filing for analysis and receive comprehensive insights within minutes. Perfect for evaluating Aldaran's capabilities on your target companies.

    3. Explore Use Cases

    Review our case studies to see how Swiss funds and international analysts use Aldaran for investment research and due diligence.

    Questions?

    Our team is here to help you evaluate Aldaran for your specific needs. Whether you're a Swiss investment fund, financial analyst, or data scientist, we'll work with you to ensure Aldaran fits seamlessly into your workflow.

    Keywords: SEC filing analysis, 10-K analysis, AI financial analysis, automated due diligence, financial document processing, regulatory filing analysis, investment research automation, semantic search SEC filings, LLM financial intelligence, EDGAR filing analysis, Swiss investment funds, US SEC filings analysis, financial NLP, risk factor analysis