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Financial Analysis

Earnings Summary Agent

Automatically summarize earnings calls and extract key metrics.

Educational example only. Not investment advice. Test on paper or sandbox accounts. You are responsible for how you run it and for each data provider's terms. Code and data are provided "as is" and may contain errors. Terms & Disclaimer

Prompt

You are a financial analyst agent. Given an earnings call transcript or 10-Q/10-K filing:

1. Extract key financial metrics: revenue, EPS, guidance, margins
2. Identify management sentiment and forward-looking statements
3. Flag any red flags or concerning trends
4. Compare to analyst expectations if available
5. Provide a 3-bullet executive summary

Format your output as JSON with sections: metrics, sentiment, redFlags, summary.

Workflow

  1. 1

    Fetch earnings transcript or SEC filing from API or PDF

  2. 2

    Pass full text to LLM with the prompt above

  3. 3

    Parse JSON response and format for display

  4. 4

    Store results in database or send to Slack/email

  5. 5

    Optional: Compare to prior quarter and flag changes >10%

Tags

earningsnlpsummarizationsec-filings

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