HomeToolsTranscriptsGuidance Tracker

// TRANSCRIPTS

Guidance Tracker

Extract management guidance statements across calls and presentations into a tracked, comparable table.

guidance-tracker.run
> track --guidance deck_Q4FY24.pdf concall_Q4FY24.pdf
GUIDANCE — Q4FY24 cycle metric guidance_value period source Revenue growth 14-16% FY25 deck p.31 EBITDA margin 19-20% FY25 concall §opening Capex ~₹1,400 Cr FY25 concall Q&A Tax rate ~25% FY25 deck p.31 Output: guidance.xlsx (tracked over time)

// EXAMPLE INPUT

command
$ track --guidance deck_Q4FY24.pdf concall_Q4FY24.pdf

// EXAMPLE OUTPUT

output
GUIDANCE — Q4FY24 cycle
metric              guidance_value     period    source
Revenue growth      14-16%             FY25      deck p.31
EBITDA margin       19-20%             FY25      concall §opening
Capex               ~₹1,400 Cr         FY25      concall Q&A
Tax rate            ~25%               FY25      deck p.31

Output: guidance.xlsx (tracked over time)

// EXTRACTION LOGIC

Guidance statements are detected via phrase patterns ('we expect', 'we are guiding to', 'on track for…'). Across periods, the tracker keeps a history row per metric so changes in guidance are visible.

// SOURCE-LINKED OUTPUT

Every guidance row links to the slide or transcript paragraph it was extracted from. Numbers and ranges are kept as a normalized {low, high, unit} object.

anchor (per value)
{ file, page, table_id, row_id, cell_id, label, value, unit, period }

// FAQ

Does it track guidance changes over time?

Yes. Across multiple periods, the same metric forms a history row so revisions to guidance are visible.

How are ranges represented?

Ranges are stored as {low, high, unit} so they can be filtered numerically.

What if guidance is withdrawn?

Withdrawn guidance is marked with a 'withdrawn' status and linked to the statement that withdrew it.

// EARLY ACCESS

Get early access to the Guidance Tracker

Paper Data is currently in private beta. Request access to start converting your financial documents into source-linked tables.