Generate an 11-section investment thesis from SEC filings into an Obsidian vault.
npx skills add https://github.com/apairoflevis/ai-skills --skill thesis-writeup
Please help me install this Agent Skill. Skill: thesis-writeup Source: https://github.com/apairoflevis/ai-skills/tree/main/thesis-writeup Command: npx skills add https://github.com/apairoflevis/ai-skills --skill thesis-writeup
Converts long, dense SEC filings (10-K / 10-Q) into a focused, traceable 11-section investment thesis note saved to your Obsidian vault, removing the manual work of extraction, synthesis, and file organization.
Ask the assistant to run a thesis writeup for a ticker or attach a 10-K PDF and say "thesis writeup for [TICKER]" to produce the Obsidian-ready analysis.
High-intent search queries and answers about installing and using this skill.
To generate an investment thesis from a 10-K PDF, you can upload the filing or provide a ticker. The analysis extracts MD&A, financials, and risk factors to output a structured 11-section markdown note.
Yes, you can save SEC filing analysis directly to an Obsidian vault. The generated 11-section investment thesis is automatically saved as a markdown file under the Thesis/ directory with source attribution.
The best way to extract financial data from 10-Q filings is using robust extraction with marker_single and pdftotext fallbacks. This parses plaintext, HTML, and markdown formats to isolate financial observations and management signals.
Yes, the investment thesis generator works with HTML and markdown SEC filings. It handles full-document extraction across PDF, plaintext, HTML, and markdown formats to ensure high-quality data retrieval.
To structure bull and bear cases from SEC filings, the tool parses business descriptions, competitive positions, and risk factors. It outputs a structured markdown writeup separating bull cases, bear cases, and catalysts.
Limitations of automated financial analysis from 10-K filings include extraction quality risks that trigger word-count warnings. The system requires vault-root resolution and prompts before creating folders to ensure workflow safety.
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