Skip to content

Portfolio

Projects we’ve worked on.

Built from public data for finance and procurement teams. Every number keeps its source and the date it was true.

Source check

Ask a question, then check the answer.

Loom answers questions using public data. Each answer shows the source, what changed, and the date the data was true. Ask for evidence and you can open the full source trail.

Source
Public data, traced to source on request
Coverage
Finance and procurement datasets
As of
2026-07-29

Chat with public datasets

· In testing

Asked

What evidence do you have that overnight SOFR is 3.64%?

Answered

Here's the complete provenance chain showing how that rate value was produced:

Data Lineage

  • Source: AWS S3 bucket s3://edgar-data-full/curves/sofr (raw JSON files from NY Fed)
  • External Table: edgar_db.source.curves_sofr_daily_data_ext (Snowflake external table pointing to S3)
  • Staging Table: edgar_db.dbt_staging_curves.stg_curves_sofr_daily_data (transformed & validated)

Transformation Logic

The rate is extracted from JSON using this code:

try_to_decimal(rate_obj:percentRate::string, 18, 6) as percent_rate

The transformation:

  • Parses JSON field percentRate from the NY Fed API response
  • Converts to a decimal with 6 decimal places
  • Filters to only valid rates between -5% and 20%
  • Deduplicates by effective_date, keeping the most recently modified file

Verified Data

Query results showing the actual values in the warehouse:

DateRateVolume (billions)
2026-07-243.640000%$2,979
2026-07-233.640000%$2,971
2026-07-223.620000%$3,026
2026-07-213.610000%$2,975
2026-07-203.570000%$3,012

Confidence level: PARSED_LINEAGE (highest tier) — the value comes directly from the NY Fed's official SOFR API JSON feed with no intermediate calculations, verified against live warehouse data.

Traced to

Asked 2026-07-29

  • Public fixed-income data

    DealCharts

    A working structured-finance intelligence service built from public filings. Search deals, funds, and BDCs, then inspect the source trail behind the answer.

    Source
    Public SEC filings and remittance reports
    DealCharts deal overview showing current balances, collateral measures, key dates, and special-servicing status.
  • Procurement signal

    When does a resin price increase actually stick?

    An agent built this signal from public data in days. It combines energy prices, producer prices, and industry use to show when an increase may hold. A team's contract data makes it more precise.

    Source
    Henry Hub, BLS PPI, and WTI, all public
    As of
    2026-07-06
  • Contract risk

    Which contracts would not survive a dispute?

    Executed statements of work, pulled from public SEC exhibits and scored against one policy: pass, review, or fail. Move a threshold and the whole book re-scores instantly. Every verdict carries a receipt back to the filing it came from.

    Source
    Executed SOWs filed as public SEC exhibits
  • Holder map

    Who actually holds this bond?

    One class of a live auto ABS deal, traced through public filings. Two funds are named, together about 0.6% of the class. Sponsor risk retention accounts for roughly 5% more. No public filing names a holder for the rest — yet. Every source added closes the gap.

    Source
    SEC 424B5, 10-D, N-PORT, and Reg RR
    As of
    2026-05-31
  • SEC filing tools

    SEC filings, available to AI workflows.

    A bounded SEC EDGAR tool surface that lets MCP-compatible agents query filing metadata inside governed workflows.

    Source
    SEC EDGAR filing metadata

See how an applied AI practice works.

Talk with us about the question that matters now and what your team should be able to carry into the next one.

Talk with us