Finance research
A Monday-morning weekly brief for a public-markets analyst — every 10-Q, IR update, and comp-set page, normalized and ready before the team standup.
The problem
Our user is a buy-side analyst whose week starts with a manual read-through of every holding in their coverage universe. Each Monday they were opening the same two dozen 10-Q filings, the same five IR pages, and the same three comp-set price feeds, scanning for the lines that actually changed since the prior week. The first ninety minutes of every day went to retrieval — clicking through tabs, copying numbers into a sheet, and reconciling formatting — before any interpretation could begin. The team brief always started late, and the diff between this week and last week lived in their head, not in a document.
The prompt
Every Monday at 6:30am, collect the latest 10-Q from each company in my coverage list, pull the IR press releases and investor decks posted since the prior Monday, and snapshot the current pricing page for each comp in my comp set. Return a single brief: a 12-row comp table (ticker, market cap, last quarter revenue, last quarter gross margin, QoQ revenue delta, QoQ gross-margin delta), a one-page memo summarizing what actually changed week-over-week in plain English, and a short list of anything I should dig into before the standup. Cite every number to the page it came from.
Sources captured
Deliverable
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