Sagard · Portfolio metrics extraction

Upload a reporting folder

Upload a folder of PDFs first, then prepare company and quarter metadata and per-file context before validation and AI parsing begin.

Upload reporting folder

Step 1: upload PDFs to storage. Step 2: metadata (companies and quarters). Step 3: per-PDF context — then parsing runs automatically.

Drag a folder here

or click to browse — we traverse subfolders and list every PDF with its path from the folder root.

idle

Drag a reporting folder here to scan for PDFs.

Recent batches

Each batch gets a UTC timestamp ID; optional names and tags help organize portfolio runs.

No batches yet

Upload a folder to begin analysis. Completed runs will appear here with live status.