Have Claude Code build a cited stock research memo
A developer used Claude Code to gather filings and transcripts, then turn them into a source-backed memo and bear case on a holding.
- What they did
- Instead of manually downloading and reading annual reports, the person asked Claude Code to investigate a company and answer specific questions. The agent searched the web for the latest 10-K, earnings transcripts, and other SEC filings, then wrote up the findings with citations so the person could check any point that looked doubtful. They also asked for a downside view on a position they had owned for a while.
- How it went
- The writeups were more complete than the person’s old workflow, and the bear case brought up risks they had not noticed before. The person still reviewed the cited material themselves before deciding what to do, and no investment outcome was given.
- Tips
- This works best as a research assistant, not a substitute for reading the source documents yourself. Ask for citations on every claim, and pause for a manual review before any trade decision.
Try it yourself with Claude Code
Research [company name or ticker]. Find the most recent annual report, quarterly report, the last [N] earnings call transcripts, and any other relevant SEC filings. Summarize the business, main financial figures, and management’s key claims, with a citation for each important point, including the filing name and page or section when possible. Then write the strongest bearish case against owning it, based only on the sources you found, and save the result as a markdown file in [folder/path]. Stop and ask me to review the draft before you do anything irreversible, including submitting, sending, deleting, or placing any orders. This is for research only.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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