Workflow of the Week
One AI workflow you can run by Friday. Copy the prompts, run them on your own financial data, and keep the skill — no buy/sell calls, just the how-to that makes you faster at your job.
Educational AI how-to for finance professionals. AI Finance Brief teaches workflows; it does not give investment advice or buy/sell recommendations. See terms.
Turn a 200-page 10-K into a 5-bullet risk memoAI WORKFLOW
Use case: equity research & due diligence · Tools: Claude + your PDF reader · Run time: under 10 minutes
Step 1 — Prep
Drop the 10-K PDF into Claude and ask it to extract the "Risk Factors" and MD&A sections verbatim.
Step 2 — Prompt
Ask: "Rank the 5 risks most likely to move FY earnings, cite the page, and flag any new vs. last year's filing."
Step 3 — Verify
Open each cited page yourself to confirm. Paste the 5 bullets straight into your IC memo or deck.
Why it matters: Reading a full 10-K to surface the material risks is hours of work that most analysts skim. This workflow gets you a sourced, comparable risk memo in minutes — so you spend your time judging the risks, not hunting for them. The full Pro edition includes the exact prompts, a reusable Claude Project setup, and the variation for parsing 10-Qs and earnings-call transcripts the same way.
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Educational, Not Financial Advice. AI Finance Brief teaches finance professionals how to use AI in their work. It is not a registered investment adviser and does not provide buy/sell recommendations, price targets, or personalized investment advice. Workflows and examples are for educational and informational purposes only. Verify all AI-generated output against primary sources before relying on it. Consult a licensed professional before making financial decisions. Content on this page is produced with AI assistance.