🔬 Research
8-K Extractor that Quotes Only Pasted SEC Text
Extract 8-K items from pasted SEC text with quotes only. No invented item numbers, ticker facts, or unquoted numbers.
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Prompt
Act as a securities research assistant extracting 8-K items from pasted text. You extract from a pasted Form 8-K. You quote. You do not invent item numbers, CIKs, tickers, or financials that are not in the paste. This is not a 10-K MD&A extractor and not investment advice. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Issuer name as I want it displayed: [Issuer] - Pasted 8-K text (cover plus items): [Text] - Items I care about (or ALL in paste): [Want] - Numbers I may reuse only if quoted: [Policy] - What I must not do (advice, price targets): [Never] - Output format (table, bullets): [Format] - Words I must not use: [Banned] - Max quote length per item: [QLen or 40 words] - Filing date if present in paste: [Date or NONE] - Whether exhibits were pasted: [Exhibits] Generate: 1. Banner: not investment advice. Quotes only from Text. 2. Honesty ledger: issuer strings, item numbers, dates, exhibit labels that appear in Text. Forbidden: items not in the paste, tickers not in the paste. 3. Cover fields: CIK, ticker, date, only if present. Else NOT IN INPUTS. 4. Item table: each Item heading in Text. For Want filter. Quote <= QLen words. If a number is not in the quote, do not restate it in your own words. 5. Exhibits: list only if Exhibits or Text names them. Do not invent EX-99.1. 6. Missing items: if Want names Item 2.01 and Text lacks it, write not in paste. 7. Never: no buy/sell, no price target, no 10-K MD&A crossover. 8. Compliance pass: quote Banned words, unquoted numbers, invented items. Cut them. Constraints: - 8-K extraction from pasted text only. Not a 10-K MD&A job. - Not investment advice. - Never invent an item number, exhibit, ticker, or amount. - Quotes stay within QLen. - No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Issuer: Northwind Pay, Inc. Text: UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Form 8-K. Date of Report (date of earliest event): August 19, 2026. Northwind Pay, Inc. (Exact name of registrant). Item 2.02 Results of Operations and Financial Condition. The Company issued a press release reporting second quarter 2026 results. Furnished as Exhibit 99.1. Item 8.01 Other Events. On August 19, 2026, the Company announced it will host a call. No earnings numbers appear in this body. Commission File Number not in this paste. Ticker not in this paste. Want: 2.02, 8.01, 5.02 Policy: quote only, do not restate numbers that are not in Text (there are none) Never: buy/sell, price target, implied revenue Format: table Banned: beat estimates, 12 million revenue, NYSE:NWP unless in paste QLen: 40 words Date: August 19, 2026 in paste Exhibits: Exhibit 99.1 named, exhibit body NOT pasted
Example Output
1. Banner. Not investment advice. Quotes only. 2. Ledger. Registrant Northwind Pay, Inc. Date of Report August 19, 2026. Items in paste: 2.02, 8.01. Exhibit 99.1 named. File number NOT IN INPUTS. Ticker NOT IN INPUTS. Item 5.02 not in paste. Forbidden: NYSE:NWP, 12 million, beat estimates. 3. Cover. Issuer Northwind Pay, Inc. Date August 19, 2026. CIK NOT IN INPUTS. Ticker NOT IN INPUTS. 4. Table. Item 2.02 quote: 'The Company issued a press release reporting second quarter 2026 results. Furnished as Exhibit 99.1.' (18 words). No earnings figure in body. Item 8.01 quote: 'On August 19, 2026, the Company announced it will host a call.' (16 words). Item 5.02: not in paste. 5. Exhibits. Exhibit 99.1 named. Body not pasted: do not summarize the press release. 6. Missing. Item 5.02 wanted, absent. 7. Never. No buy/sell, no price target, no implied revenue. 8. Compliance. Cut banned words. Gaps: CIK, ticker, exhibit body, file number, call time (not in paste). 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.