^ This. Also, be careful with those web-based wrappers, they often lack the privacy controls you need for financial data. If you have the hardware, try running LM Studio locally on your machine with a high-context model like Meta Llama 3.1 70B. It keeps everything offline and away from third-party servers. If you prefer cloud, just use Claude directly instead of wrappers. It is way more reliable than most standalone tools right now.

Honestly, id be super careful uploading sensitive financial reports to random third-party sites. If you want something that actually handles large docs well, check out Claude 3.5 Sonnet instead of the basic chat wrappers. It has a huge context window and is way better at keeping track of data without hallucinating. Just make sure you read the privacy settings first, because you never know where that data is ending up...

Building on the earlier suggestion, i get the privacy concerns but honestly sometimes you need more power than local hardware offers for heavy lifting. I spent last quarter wrestling with 50+ page PDFs for a client project and realized that local models just couldnt handle the cross-referencing accurately enough. I ended up moving to a dedicated enterprise-grade cloud workspace where i could index the documents in a vector database before querying them. It was way more stable than trying to shove everything into a single chat window. If you go this route, look for platforms that allow you to manage your own API keys. It usually keeps the cost under that 50 buck limit too, since you arent paying a middleman for the convenience. Its a bit of a setup process but it stops the hallucinations cold because the model only pulls from your uploaded files.