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From 90% to 100%: This is the Moment AI Agents Start Replacing Financial Data Stores

The first test for any financial AI system is straightforward: can it retrieve the exact number from source disclosures, with the correct period and unit? Daloopa’s published FinRetrieval results placed the public frontier around ~90% retrieval accuracy; on our covered UK/US/EU subset, we reached 100% retrieval accuracy. As a result, the debate and evaluation framework should now shift from raw accuracy to how useful agents are in real workflows.

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From 90% to 100%: This is the Moment AI Agents Start Replacing Financial Data Stores

The first test for any financial AI system is straightforward: can it retrieve the exact number from source disclosures, with the correct period and unit? Daloopa’s published FinRetrieval results placed the public frontier around ~90% retrieval accuracy; on our covered UK/US/EU subset, we reached 100% retrieval accuracy. As a result, the debate and evaluation framework should now shift from raw accuracy to how useful agents are in real workflows.

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Financial AI is Stuck at Step One

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What AI changes in fundamental investing (and what it doesn’t)

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The Modular Analyst

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