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AI Analyst Question Prep Drafter

AI Finance · All
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CategoryAI Finance
PlatformAll
Pricing $4.99/mo
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About this app

WHAT IT DOES

AI Analyst Question Prep Drafter is a specialized AI agent that transforms company financial data, investor presentation materials, and recent company news into structured analyst question preparation materials. When you provide company financial data, investor presentation materials, or recent company news, the agent drafts a set of likely analyst questions with suggested response outlines. It returns exactly three focused sections: "Financial Performance Questions" ranking the five most likely questions about financials by probability, "Strategy & Operations Questions" ranking the five most likely questions about strategy by importance, and "Forward Guidance & Outlook Questions" ranking the five most likely questions about guidance by significance. Each question includes a brief suggested response outline. The output is capped at 1,024 tokens, ensuring a concise, actionable preparation document. This is a draft preparation tool only—review and customize responses with your legal and communications teams before use.

HOW TO USE

Open the agent in BotSurf. Paste your company financial data, investor presentation materials, or recent company news into the input box. You can also select text directly from the page and click "Use Page Selection" to populate the input automatically. Click "Draft Q&A Prep" or press Ctrl+Enter (Cmd+Enter on Mac) to submit. The agent processes your input through the AI connector and displays a structured set of analyst questions with suggested response outlines. The panel is designed for quick review—no account creation is required beyond your BotSurf subscription. The agent retains no memory of past conversations; each Q&A prep is independent.

WHAT IT SENDS

The agent sends exactly the text you enter into the input box (or the text you select from the page) to the AI model. No additional metadata, page content, cookies, or browser history is transmitted. The text is truncated to a maximum of 6,000 characters before sending; longer inputs are clipped and marked as truncated. Usage logs record the count of runs for billing purposes only—they do not store, log, or retain the content of your submissions or the model's responses. The agent runs entirely in your browser; the AI connector handles the request securely. No data is shared with third parties.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7‑day free trial. Each subscription includes 100 runs per month—one run per Q&A prep draft. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The free trial starts automatically when you first use the agent; no upfront payment is required until the trial ends.

THE PANEL

The overlay panel is fully draggable via its title bar and remembers its position using BGAI.setState. It snaps to the nearest edge when dragged within 40px of any screen boundary. The panel collapses to a minimal header when not in use and expands on hover or click. Pressing Escape temporarily dismisses the panel until you navigate to a new page or manually reactivate via the BotSurf toolbar. The panel includes a text input area, toolbar buttons (Draft Q&A Prep, Use Page Selection, Clear), and a results area that displays the structured questions with response outlines.

PLEASE NOTE

AI can be wrong. Always verify critical information with your company data and consult with legal counsel before any public communication. This tool provides a draft preparation tool only and does not constitute professional financial or legal advice. The agent is not a substitute for professional financial analysis, legal review, or investor relations consulting. Analyst question preparation, response strategies, and forward-looking statements are subject to regulatory requirements and legal standards—the agent's prep materials are based on the details provided and general best practices. Run counts are deducted from your monthly allowance regardless of output quality; ensure your input is complete and accurate before submitting.

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