Open-source financial agents

Financial work,with evidence attached.

Give Recon a ticker, a filing or a focused M&A objective. It coordinates specialist agents, records every handoff and keeps deterministic checks between generated work and the final report.

Open web appDocumentationQuick install

The cockpit and artifacts run locally; this public site never receives your files. A configured cloud model may receive prompt content. Use a local endpoint to keep inference on your machine.

Python 3.12SEC EDGAR + XBRLConfigurable LLM providerSQLite, single process
ObjectiveCapital One acquires Discover
FROZEN TRACE / CAL-COF-DFS-2024
Active stage / 01

Resolve the deal universe

Identify both issuers and search the permitted frozen SEC universe.

Worker
SEC entity resolver
Input
Capital One Financial Corporation acquires Discover Financial Services
Output
Two distinct public-company identities resolved
Record
Frozen SEC snapshot · names-only request

Replayed from a frozen development control. Not a live run or benchmark holdout.

Core PASSOverall PARTIAL0 material errors

System / 01

Separate judgmentfrom proof.

Models can search, classify and synthesize. They do not certify their own output. Recon moves sources, normalized facts and checks through explicit artifacts that a reviewer can inspect.

  1. 01

    Bounded work

    Discovery, extraction and verification each own a narrow contract. No single model is asked to do everything at once.

  2. 02

    Structured handoffs

    Sources and facts move between stages as typed artifacts, not as fragile conversational memory.

  3. 03

    Independent release gate

    Models may classify candidates or help draft prose. Deterministic checks decide what can be published.

Evidence / 02

Every claim carries its route back.

Select a term to move from the final brief to the normalized value, extraction method and SEC filing.

Selected material factExchange ratio
  1. Value1.0192
  2. Methodregex_html
  3. Evidence2 source references
  4. DecisionPresent

Artifacts / 03

The brief is only the surface.

Every run leaves a portable record. Inspect the selected sources, normalized facts, verification result and final brief independently.

Selected artifactverification.json

Checks, gaps and the material release decision.

"contract_status": "PASS"
"overall_status": "PARTIAL"
"material_errors": []

Working surfaces / 04

Start from the question, not the workflow.

01Issuer analysis

Ticker or 10-K in. Reviewable finance pack out.

Extract statements, recompute accounting checks, calculate ratios and optionally add DCF and earnings-quality analysis.

  • Normalized statements
  • Validation and ratios
  • DCF and quality artifacts
Read the workflow →
02Focused M&A brief

Two company names. One cited deal record.

Discover permitted SEC filings, normalize material terms and hold the brief behind a deterministic release contract.

  • Primary SEC source pack
  • Field-level provenance
  • Visible gaps and release status
Read the contract →

DeploymentSingle user, single process and laptop-first. No hosted workspace or multi-tenant service is implied.

Review boundaryResearch software. Outputs remain subject to source review and are not investment, legal or financial advice.

Validation / 05

Proof before promotion.

Calibration shows that one frozen control can complete the material contract. It does not establish generalization or outperformance.

Frozen calibration control

Capital One → Discover

CAL-COF-DFS-2024
Core contract
PASS
Overall status
PARTIAL
Checks passed
43
Optional data gaps
54
Material errors
0
Development evidence only. Not an unseen holdout and not a market claim.
Next claim gate
  1. 20 unseen dealsFrozen selection across cash, stock and mixed structures
  2. Blind human reviewIndependent annotation and citation adjudication
  3. Fixed accessIdentical source pack and operating constraints
  4. Paired baselineNo superiority claim until the preregistered gate passes

Get started / 06

Inspect it. Install it. Run it locally.