AI Financial Prospectus Summarizer

WHAT IT DOES

This AI agent extracts and summarizes the most important information from a financial prospectus. Given a prospectus text, it identifies and explains the investment objectives, fees (expense ratios, loads), key risks, past performance (if provided), management team, and any key legal or regulatory disclosures. The output is a structured summary with clear headings and plain-language explanations, helping investors and financial professionals quickly grasp the essential details of an investment offering without reading the entire document.

HOW TO USE

Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, paste the prospectus text. Press "Summarize". The AI returns a structured summary in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.

WHAT IT SENDS

Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the summary. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.

SUBSCRIPTION

$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.

THE PANEL

The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.

PLEASE NOTE

AI can be wrong. This agent provides a summary of the prospectus for informational purposes only — not financial advice. Always review the full prospectus and consult with a qualified financial professional before making any investment decisions. The agent does not replace professional financial or investment judgment.