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SFDR AI

Autonomous SFDR reporting agent

Autonomous Agent Active

Your SFDR Reporting, on Autopilot.

Beyond search. Our autonomous AI agent orchestrates the entire PAI reporting lifecycle—from ingestion and extraction to calculation and final disclosure.

Deploy Reporting AgentView agent capabilities

New to the regulation? How SFDR reporting software works

01

Data Ingestion

The agent scans the web, company registries, and our shared report library to locate the right CSRD and SFDR source documents.

02

AI Extraction

Large-context models read hundreds of pages and pull out the 14 mandatory Principal Adverse Impact indicators with source citations.

03

PAI Calculation

Scope 1, 2 and 3 emissions are normalised to metric tonnes, converted to EUR, and turned into investment-weighted financed metrics.

04

Final Reporting

A branded SFDR disclosure PDF is generated automatically, complete with coverage tables, sector breakdowns, and fund look-through.

Now available in ChatGPT

Ask the index inside ChatGPT

Connect SFDR AI to ChatGPT and query your portfolio, pull PAIs, list source documents, or generate a full report — all through conversation.

  • No spreadsheets or manual copy-paste.
  • Answers cite the original CSRD / sustainability PDFs.
  • Full SFDR reports are computed and downloaded as PDFs.
Build your portfolioMCP endpoint

Example prompts

Search for Wärtsilä in the SFDR AI index.
What are Wärtsilä’s scope 1, 2 and 3 emissions for 2024?
List the source PDFs for Konecranes.
Import this portfolio CSV into SFDR AI and match it to companies you already have.
Generate my portfolio SFDR report for 2024.

Four tools, one conversation

Each tool returns only what the index contains. No invented figures, no hallucinated sources.

search_companies

Find what the index holds

Type a company name and see which reports and years are already indexed, with direct links to the original PDFs.

get_company_pai

Read the 14 mandatory SFDR PAIs

Returns scope 1, 2 and 3 emissions, energy mix, biodiversity, water, waste, board diversity, UNGC violations and more.

list_company_reports

Open the source documents

Get a list of indexed PDF URLs for a company so you can verify every figure against the original disclosure.

import_portfolio_csv

Upload your whole portfolio

Paste your holdings as CSV (company, ISIN, investment, currency, year). Every row is linked to companies already in the index — no new searches or extractions, so it costs nothing.

generate_portfolio_sfdr_report

Download a full SFDR report

Summarise your portfolio and receive a link that downloads the complete SFDR PAI PDF report.

Trending in ESG

Fresh coverage of CSRD, ESRS and corporate sustainability. Click a headline to open the full story on the publisher’s own site.

Ready to automate your SFDR reporting?

Sign in with Google, upload a CSV of holdings, and let the agent find, extract, calculate and report.

Start on the webCopy MCP endpoint

New accounts get 8 free credits. Pay only for what you run.