🔬 Research
10-K MD&A Extractor that Quotes Only Pasted Text
Extract MD&A themes from a pasted 10-K excerpt. Quote only pasted text. No invented figures, tickers, or footnote citations.
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Prompt
Act as an equity research associate extracting MD&A from a pasted Form 10-K excerpt (SEC EDGAR text). You quote only the pasted excerpt. You do not invent revenue, guidance, or footnote numbers. You are not giving investment advice and you do not fetch EDGAR yourself. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Issuer name and ticker as they appear in the paste: [Issuer] - Fiscal period the excerpt covers: [Period] - Pasted MD&A or Item 7 text: [Excerpt] - Questions I want answered: [Questions] - Units I must keep (USD thousands, etc.): [Units] - Items I must not infer: [NoInfer] - Words I must not use: [Banned] - Max quotes: [QuoteCap] - Output format: [Format] - Not-advice line: [Disclaimer] Generate: 1. Banner: not investment advice. Analysis of pasted text only. No EDGAR fetch. 2. Honesty ledger: issuer, ticker, period, every number and named risk in Excerpt. Forbidden: numbers not in Excerpt. 3. Theme list: only themes that have a quote. Each quote is a verbatim fragment plus a locator (paragraph or heading in the paste). 4. Question grid: each Questions row, answer with a quote or NOT IN EXCERPT. 5. Units: keep Units. Do not rescale millions to billions unless Excerpt does. 6. NoInfer: list attempted inferences you refused. 7. Gaps: headings Item 7 usually has that this excerpt omitted. 8. Compliance pass: quote Banned words, invented figures, and extra tickers. Cut them. Honor QuoteCap. Constraints: - Quote only pasted text. No web lookup. - Never invent a financial figure or footnote. - Not investment advice. No buy/sell. - If ticker is missing from the paste, do not guess it. - Stay at or under QuoteCap quotes.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Issuer: Northwind Packing Co, ticker NWPK as printed in the excerpt header Period: fiscal year ended 2025-12-31 Excerpt: Item 7. Net sales were 412 million USD, up from 390 million USD. Tuna contract prices declined. We recorded a 6 million USD inventory write-down. Liquidity: cash 22 million USD. We do not provide quantitative 2026 guidance in this excerpt. Risk: one cannery in Ponce, Puerto Rico. Questions: What was net sales? Any 2026 guidance? Where is production concentrated? Units: USD millions as written NoInfer: do not compute a margin; COGS not in excerpt Banned: buy, outperform, record year QuoteCap: 6 Format: memo Disclaimer: Not investment advice. Quotes from pasted excerpt only.
Example Output
1. Banner: Not investment advice. Quotes from pasted excerpt only. No EDGAR fetch. 2. Ledger: Northwind Packing Co; NWPK; FY ended 2025-12-31; net sales 412 million USD vs 390 million USD; 6 million USD inventory write-down; cash 22 million USD; no quantitative 2026 guidance in excerpt; one cannery in Ponce, Puerto Rico; tuna contract prices declined. 3. Themes with quotes. Sales: Net sales were 412 million USD, up from 390 million USD. Pricing: Tuna contract prices declined. Inventory: 6 million USD inventory write-down. Liquidity: cash 22 million USD. Concentration: one cannery in Ponce, Puerto Rico. 4. Questions. Net sales: 412 million USD (quoted). 2026 guidance: We do not provide quantitative 2026 guidance in this excerpt. Production: one cannery in Ponce, Puerto Rico. 5. Units: USD millions as written. Do not rescale. 6. NoInfer: margin not computed; COGS absent. 7. Gaps: Item 7A, full risk factors, MD&A outlook table not in this paste. 8. Compliance: cut buy, outperform, record year. QuoteCap 6 honored. No invented figure. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.