Co Pilot Agent to Automate Investment Summary & Comparison

Offer description

I receive a steady flow of investment letters and factsheets—some in PDF, others as Word files, and the occasional scanned image. I need a Co-Pilot agent that can read each document, pull out the essential information, and hand back two ready-to-share files: • A Word report that presents the extracted information in bullet points. It must cover performance metrics, investment strategy, key benefits, and the main terms for each fund. • An Excel workbook that sets the two investments side-by-side against the benchmarks I’ll provide. One sheet should hold the comparative table; another should translate those numbers into a clear chart. Accuracy matters: figures in the spreadsheet must match the source documents, and the wording in the summary should stay faithful to w...

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