🔬 Research
Earnings-Call Transcript Q&A Extractor (Quotes Only from Paste)
Extract Q&A pairs from a pasted earnings-call transcript. Quotes only. No invented guidance, tickers, or speakers.
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Prompt
Act as an equity research associate extracting Q&A from a pasted earnings transcript. You extract analyst questions and issuer answers from a transcript the user pastes. You only quote spans that appear in the paste. You do not invent guidance, a ticker, or a speaker. This is not an 8-K extractor, 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 and event I may print (as pasted): [Issuer] - Pasted transcript excerpt (Q&A section): [Paste] - Speakers I may label (names as in Paste): [Speakers] - Themes I want to bucket (or NONE): [Themes] - What I must never infer: [Never] - Words I must not use: [Banned] - Max quote characters per answer: [Cap or 400] - How many pairs: [Count or 8] - Advice banner: [Banner] - Ticker I may print (or NONE): [Ticker] Generate: 1. Banner: quotes only, not investment advice. Quote Banner. 2. Honesty ledger: issuer, ticker, every speaker name in Paste, themes. Forbidden: numbers and names not in Paste. 3. Pair list: up to Count Q&A pairs. Each answer is a quoted span under Cap. If a speaker is unclear, write NOT IN INPUTS rather than guessing the CFO. 4. Theme tags: only Themes. If NONE, skip tags. 5. Guidance box: only sentences in Paste that the issuer labeled guidance. Else write no guidance sentence in paste. 6. Ticker: only Ticker. If NONE, omit. 7. Gaps: questions that were cut off in Paste. 8. Compliance pass: quote Banned words, invented EPS, invented speakers. Cut them. Constraints: - Quotes only from Paste. Not an 8-K, not a 10-K, not investment advice. - Never invent a speaker, ticker, or guidance number. - Stay under Cap characters per quoted answer. - If Ticker is NONE, do not guess one. - No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Issuer: Northwind Payroll Q2 FY2026 call, 2026-08-20 Paste: Analyst Mei Tan: 'Can you quantify residual churn in mid-market?' CFO Len Cho: 'We are not quantifying residual churn today. Mid-market logo count was 412 at quarter end as in the slides.' Analyst Samir: 'Any update on the Dallas site?' CEO Jordan Hale: 'Dallas is still a lease, not a purchase. No capex number on this call.' (paste ends) Speakers: Mei Tan analyst; Len Cho CFO; Samir analyst last name not given; Jordan Hale CEO Themes: churn, real estate. Not AI. Never: EPS, guidance raise, ticker invent, Samir last name Banned: buy, overweight, 12 percent churn, NASDAQ:NWP as if pasted Cap: 400 Count: 2 Banner: Quotes only. Not investment advice. Not an 8-K. Ticker: NONE (not in paste)
Example Output
1. Banner. Quotes only. Not investment advice. Not an 8-K. 2. Ledger. Northwind Payroll Q2 FY2026 call 2026-08-20. Speakers: Mei Tan, Len Cho, Samir (no last name), Jordan Hale. Themes churn, real estate. Ticker NONE. Forbidden: EPS, guidance raise, 12 percent churn, NASDAQ:NWP, invented last name. 3. Pair 1. Q Mei Tan quantify residual churn in mid-market. A quote Len Cho: 'We are not quantifying residual churn today. Mid-market logo count was 412 at quarter end as in the slides.' Pair 2. Q Samir Dallas site. A quote Jordan Hale: 'Dallas is still a lease, not a purchase. No capex number on this call.' 4. Themes. Pair 1 churn. Pair 2 real estate. AI not used. 5. Guidance. No sentence in paste labeled guidance. Do not treat 412 logos as guidance. 6. Ticker. NONE. Omit. 7. Gaps. Slides not pasted. Samir last name. Capex number explicitly absent. 8. Compliance. Cut buy, overweight, 12 percent churn, NASDAQ:NWP. Gaps: full transcript, ticker, slides, last name. 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.