investment-thesis-qa

To generate an investment thesis from earnings call transcripts, this Skill compiles eight candidate hypotheses with evidence tables and confidence ratings for a single ticker. It automates extraction from transcripts and SEC EDGAR filings into a structured Markdown file.

Yes, you can use SEC EDGAR filings to build investment hypotheses with evidence tables. The Skill processes EDGAR data alongside transcripts, linking each hypothesis to its source, date, and page number for analyst-facing verification.

You create an analyst-facing Q&A sheet for a single stock ticker by running the Skill with a specified ticker symbol. It renders a Markdown file containing eight candidate investment hypotheses formatted for analyst confidence evaluation.

Yes, investment thesis generation evaluates recent updates from earnings call transcripts. The Skill assesses changes in transcript and EDGAR information over the past year, commenting on how these updates impact each existing hypothesis.

The best way to automate investment thesis Q&A creation from SEC filings is using a predefined template that structures eight hypotheses with evidence and confidence ratings. This approach ensures consistent extraction from EDGAR and earnings call transcripts.

The investment thesis Q&A sheet uses a Markdown file format rendered via a predefined template. It outputs to the analyst/Investment Thesis_sample directory, pulling source transcripts from a designated subfolder for the specified ticker.