RESEARCH PLATFORM

Annie's Gold Tracker

Gold developers on the ASX publish feasibility studies modelled at a specific gold price. When gold moves, those economics go stale, but the market is slow to reprice small-caps. This tool scrapes those studies, extracts the key numbers with AI, and revalues the NPV at today's gold price to see if the gap is worth investigating.

Early-stage prototype. Uses Claude Code for development, a custom MCP server for live ASX data, and the Claude API for PDF extraction. The idea is to eventually cover all ASX gold developers with extracted studies, live revaluations, and P/NAV benchmarks by stage. See methodologyfor how it works, what's broken, and where it goes from here.