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Research & KnowledgeAny

Research stocks by pulling filings and transcripts

The poster has Claude Code fetch filings, transcripts and SEC documents for a company, cite sources, and write a bear case on a holding.

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Use case overview

The poster has Claude Code fetch filings, transcripts and SEC documents for a company, cite sources, and write a bear case on a holding.

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Reported experience

  1. What they did

    The poster says they stopped manually downloading and skimming 10-Ks and instead ask Claude Code about a company and what they want to know. Claude Code then uses web search to pull 10-Ks, earnings transcripts, and other SEC filings on its own, writes up the research, and cites the filings so the poster can spot-check anything that seems off; the human mainly reviews the output and decides whether to buy.

  2. How it went

    They say the writeups were more thorough than their old process and that asking for a bear case on a long-held position surfaced concerns they had missed. No performance numbers or specific investing results are given.

  3. Worth knowing

    The main catch is that this is described as a research aid, with the person still reading the cited output and making the final decision.

Example prompts

Try with Claude Code
Research [company name, ticker]. Fetch its latest 10-K, 10-Q and the last [number] earnings call transcripts, summarize the business, key numbers and management's main claims, and cite the source and page for every point. Then write a bear case of the strongest arguments against owning it, saved as a markdown file in this folder. This is for research only, not investment advice.

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