10-K Filing Forensics System
Read filings like a forensic analyst: diff consecutive 10-Ks for the language changes legal let through, sweep footnotes against a red-flag catalog with quoted evidence, run the earnings-quality arithmetic with every calculation shown, and score management's promise-vs-delivery record. Research preparation, not investment advice.
A 4-step agentic workflow pack for research built to run with ChatGPT, Claude, and Gemini. Open the Markdown files, fill the variables, and paste into your model. Most buyers get a reviewable result in about 90 minutes.
- Diff two filings year-over-year and surface only the language deltas that carry information, quoted from both years
- Sweep footnotes against a fixed red-flag catalog — revenue recognition, related parties, reserves, off-balance-sheet — with plain-English why-it-matters
- Run cash conversion, accruals ratio, working-capital, and one-time-recurrence arithmetic with every calculation shown inline
- Build a promise-vs-delivery ledger that grades management candor and scores how much their next claim deserves
- Each finding framed as an investigative hypothesis with the concrete follow-up step
- Works on 10-Ks, 20-Fs, and annual reports you paste — no data feed required
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
This pack is $10 on its own. Buying every pack separately costs $935. The Lifetime Bundle is $149 one-time — you save $786 (84% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Models tested: ChatGPT, Claude, Gemini.
The workflow inside this pack
4 composable prompts you run in order — each one picks up where the last left off.
- Step 1
Filing Delta Detector
Paste matching sections from this year's and last year's filing
- Step 2 · optional
Footnote Red Flag Scanner
Paste the footnotes and optionally the auditor's report
- Step 3 · optional
Accrual Quality Analyzer
Paste two to three years of primary statements
- Step 4 · optional
Management Credibility Ledger
Paste past guidance and what actually happened
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.