Pull stock fundamentals from SEC filings for valuation
One practitioner notes that the developer prompted ChatGPT Agent mode, chosen for its web search, to produce fundamentals for four tickers (AAPL, MSFT, NVDA, TSLA) from SEC 10-Q filings. For each metric the agent returned a value, trend direction, 1-5 score, explanation, filing URL and the exact derivation. The agent output fed a working pipeline that combined valuation, sentiment and fundamental votes and backtested the picks over 63 trading days.
- Agent or tool
- ChatGPT Agent
- Topic
- Automation
- Reported on
- GitHub
- Added
- 2026-10-15
Why it matters
Automation used to mean wiring up rigid rules. Agents can handle the messy, in-between steps that rules miss, which makes many more workflows worth automating. It is one of 19 sightings filed under Automation on Agent Sightings (number 19 by interest), and one of 48 involving ChatGPT 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 ChatGPT Agent or any similar agent and adjust the details to your situation.
Automation design: pull stock fundamentals from SEC filings for valuation. Specify triggers, steps, and failure modes before enabling sends or deletes.
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 GitHub: https://github.com/phanhpp/Multi-Agent-Stock-Analysis-System. Our summary is a paraphrase; details are in the source.