Analyze 10-Ks for value investing
A published walkthrough shows the poster was testing an LLM investing assistant that read 10-Ks and tried to produce normalized earnings, ROIC, owner earnings, and a rough reverse DCF. In the thread, they say they first used EDGAR/XBRL Companyfacts, then easier APIs, but ran into custom tags, footnotes, and backtest leakage; commenters pushed a workflow that combines structured headline figures with retrieval over filing text, stores source passages and year-by-year claims outside the chat, and leaves the human to verify tricky comparability issues. The source reports no performance results, only problems and partial fixes: feeding whole filing histories hit context limits, chunking led to missed evidence and invented facts, and backtests looked unrealistically good because of restatements and filing lag.
- Agent or tool
- Custom agent
- Topic
- Productivity
- Reported on
- Added
- 2026-10-15
Why it matters
Small, repetitive tasks eat more of the week than anyone likes to admit. Cases like this show an agent taking a chore off someone's plate end to end, not just suggesting what to do. It is one of 196 sightings filed under Productivity on Agent Sightings (number 187 by interest), and one of 182 involving Custom agent.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into your own agent or any similar agent and adjust the details to your situation.
Help me analyze 10-Ks for value investing. Break it into steps, show your work, and wait for confirmation before anything irreversible, paid, or outbound.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
Source
Read the original first-hand account on Reddit: https://www.reddit.com/r/ValueInvesting/comments/1x52d8o/anyone_building_a_valu…. Our summary is a paraphrase; details are in the source.