Financial analysis
Turn a 10-K into a one-page risk summary
Condense a long annual report into a decision-ready risk summary.
Audience: Analysts, researchersDifficulty: Beginner
Input needed
A 10-K or annual report (uploaded or pasted)
Prompt
Summarise this annual report into a one-page risk factor summary for an investment committee. Group risks into categories (market, operational, regulatory, financial), note which are new or heightened compared to prior filings if visible, and flag anything that would materially affect an investment decision. Use plain, direct language — no boilerplate.
Expected output
A one-page, categorised summary of key risk factors with a note on what changed.
CL
Recommended model: Claude
The strongest choice for long-document financial writing and reasoning.
Part of the Investment Research workflow.