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Equitest AI Bridge

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Overview

Send valuation reports from Equitest to AI assistants and generate documents automatically.

Elevate Your Financial Reporting with Generative AI. Equitest AI Bridge is a professional-grade tool designed for actuaries, financial analysts, and valuation experts. It seamlessly extracts complex data from Equitest.net and bridges it directly to the world’s leading AI models. Key Capabilities: Instant Report Drafting: Convert valuation results, actuarial tables, and financial models into structured professional narratives. Accuracy First: Includes a built-in "Financial Guard" prompt logic that prevents AI hallucinations by forcing the model to stick strictly to your calculated figures. Multi-AI Integration: Full support for Claude (Anthropic), ChatGPT (OpenAI), Gemini (Google), Perplexity, and Grok. Seamless Workflow: No more manual copying and pasting. One click prepares your AI prompt with all relevant context and data. How to use: Perform a valuation or calculation on Equitest.net. Click the "Generate AI Report" button that appears on your screen. Select your document type (Executive Summary, Detailed Valuation Report, or Actuarial Analysis). A new tab opens with the data pre-injected and ready for processing. Note: Requires an active Equitest.net subscription and an account with the supported AI providers.

Details

  • Version
    1.0.0
  • Updated
    April 29, 2026
  • Size
    1.41MiB
  • Languages
    English (United States)
  • Developer
    Website
    Email
    ygwlaw1@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

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The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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