thesis-writeup

What problem does it solve?

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.

Core Features & Use Cases

• Full-document extraction: Handles PDF, plaintext, HTML, and markdown filings with fallbacks for marker_single and pdftotext to maximize extraction quality.
• Targeted analysis: Reads Item 1, Item 1A, MD&A, financial statements, and risk factors to extract business description, financials, competitive position, management signals, and catalysts.
• Structured output: Produces an 11-section markdown writeup (business, bull/bear cases, financial observations, valuation, catalysts, verdict, open questions, rules) and saves it under Thesis/ in the vault.
• Workflow safety checks: Runs vault-root resolution, folder checks, extraction quality checks (word-count warnings), and prompts before creating folders or writing files.
• Use Case: Quickly generate a first-draft investment thesis for a provided ticker or attached 10-K/10-Q PDF and iterate from there.

Quick Start

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.