Give it a finance job, not a question.
Choose a workflow and a company. Every figure in the result shows where it came from, how it was calculated and which checks it passed. Anything a source did not give is marked missing, never estimated.
To learn a workflow step by step, or run one with AI on material you paste, use the skill library.
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Public-markets work: filings, results, what changed.
Filing diff
ReadyWhat changed between a filing and the comparable one before it, section by section.
- Each section typed: added, removed or rewritten wording, figures only, or drafting only
- The main changes, why each kind matters, and the sections to read first
- Red-flag terms and sections found in one filing only, marked for review
Also: How it is done
Earnings review
ReadyWhat changed this quarter, against the quarter before and the same quarter a year ago.
- Revenue, gross profit, operating income, net income, diluted EPS and cash, against the prior quarter and a year ago
- What improved, what deteriorated and what else changed, with margins in basis points
- Growth acceleration, operating leverage and an eight-quarter trend
Also: How it is done
KPI history
Coming soonThe operating metrics a company reports, period by period, with sources.
- KPI series
- Definition changes flagged
Guidance history
Coming soonWhat management guided to, and what was then delivered.
- Guidance against actuals
- Revisions over time
Watchlist monitor
Coming soonA note when a company on your list files something that changes the picture.
- Filing alerts
- What changed, summarised
Earnings review
What changed this quarter, against the quarter before and the same quarter a year ago.
Fiscal quarters from SEC filings. Where a company reports only a full year, its fourth quarter is the full year less the nine months, and the result says so.
Filed figures come from SEC EDGAR. Prices and documents you supply are labelled as yours wherever they are used. Practise the method first in the skills library.