Financial Analysis Prompt Library
Prompts for analysing financial data in SEC filings and EDGAR data with Claude, ChatGPT, Gemini and 50 other AI agents. Each page shows the prompt, the output it produced, and the data behind it.
The prompts run against live SEC and EDGAR data through the SEC-API.io MCP server. Connect it once, then paste any prompt into Claude, ChatGPT, Claude Code, Codex or Gemini CLI.
Showing 13 of 13 prompts
Earnings analysis
5 promptsQuarterly and annual results, press release exhibits, guidance and segment performance.
Turn a quarterly earnings release into a one-page graphic
Extracts headline figures, segment growth, the newest risk factor and forward guidance from a company's most recent earnings release, then renders a 1080 by 1080 graphic: one hero metric, a segment chart, six supporting tiles and two callouts. The prompt carries the full visual template, so the layout is identical across companies and quarters.
Track revenue backlog across the semiconductor industry over five quarters
Resolves all 25 US semiconductor companies through the Mapping API and pulls five quarters of Item 2.02 earnings press releases for each. None quantify revenue backlog, so the output charts accounts receivable instead, ranked across the industry and trended per company.
Rank an industry on revenue, margin, R&D and capex from annual filings
Reads the latest annual filing for eleven chip companies, pulls revenue, gross margin, R&D, capex and customer concentration from XBRL, and renders a ranked scorecard where every figure is labelled by that company's own fiscal year end and by the basis it was disclosed on.
Side-by-side comparison of annual reports and financials across four companies
Resolves four tickers to CIKs, pulls the latest 10-K XBRL for each, and produces a print-ready comparison: source filings, income statement with growth and CAGR, ratios, balance sheet, cash flow and capital returns, with every non-comparable figure flagged.
Multi-year income statement, balance sheet and financial ratios from 10-K annual reports
Pulls three years of income statement and cash flow, two balance sheet dates, derived margins, and revenue split by platform and geography, printing the XBRL element behind every line so each figure can be traced to the filing.
Ownership and holdings
2 promptsFund positions from Form 13F, activist stakes from Schedules 13D and 13G, and insider trades.
Calculate the position-by-position delta between a fund's last two 13Fs
Resolves a manager by name, pulls their two most recent 13F filings, and reconciles every position: new, exited, increased, decreased and unchanged, split by security type, with the reported-value delta.
Chart how a fund's largest positions changed last quarter
Compares two consecutive Form 13F filings from the same manager and charts the quarter-over-quarter change in position value, ranked, for the holdings present in both quarters.
Risk and disclosure
2 promptsRisk factors, material events reported on Form 8-K, cybersecurity incidents and bankruptcies.
Diff the risk factors between two annual reports
Compares Item 1A across a company's two most recent 10-K filings and reports what was added, removed, expanded and cut, with word counts, separating substantive changes from boilerplate rewording.
List all cybersecurity incidents in a date range
Collects every 8-K reporting a cybersecurity incident over a date range, across Items 1.05, 8.01 and 7.01, and tabulates company, filing date, what happened and a link to the filing, sorted most recent first.
Executive pay and governance
1 promptCompensation tables, pay versus performance, employment agreements and proxy votes.
Offerings and transactions
2 promptsIPOs, shelf offerings, private placements on Form D and credit agreements.
Summarize the terms of a shelf offering takedown
Identifies a company's active shelf registration and the most recent 424B5 takedown priced off it, then tabulates the deal terms: structure, share counts, exercise prices, gross and net proceeds, advisor fees, conditions and ownership blockers.
Find which companies filed confidentially for an IPO
Lists confidential draft registration statements as they are unsealed, pairs each with the public S-1 or F-1 that followed and its pricing outcome, and separates first-time IPO filers from confidential follow-ons by companies that already report.
Funds and advisers
1 promptInvestment adviser filings on Form ADV, fund holdings on Form N-PORT and asset-backed issuers.