Structured prompts that turn a 10-K into an investment thesis with catalysts, risks, and a price target.
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★★★★★ 4.7 out of 5 · 3 reviews
My first-pass research notes are more complete and much easier to compare across companies now.
The 10-K workflow pulled the thesis, catalysts, and risk factors into one repeatable research process.
The prompts force citations back to the filing and make it harder to gloss over a weak assumption.