Compare 10-K risk factors year over year

Desk seat: Research

The problem

Companies quietly add or reword risk factors and few people notice.

What the agent does

Diffs this year's risk-factor section against last year's and lists what was added, removed or reworded.

Copy-paste prompt

Here are the Risk Factors sections from [company]'s last two 10-K filings. List every risk that was ADDED, REMOVED, or materially REWORDED, quoting the before and after text. Then rank the changes by how much they could matter to a long-term holder, explaining your reasoning. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

SEC EDGAR: Primary-source filings (10-K, 10-Q, 8-K)
Claude: Long filings, careful devil's-advocate writing
NotebookLM: Q&A over your own filings, transcripts and notes

Linked roles

Research Analyst, Data Checker

Limitations

Long filings may exceed context limits; split into chunks. AI can be wrong, so verify before relying on any output.

Source

SEC EDGAR full-text search

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.