Track a company's key KPIs over time

Desk seat: Research

The problem

Headline earnings hide the operating metrics that actually drive a business.

What the agent does

Extracts KPIs from filings into a table across quarters and flags trend changes.

Copy-paste prompt

From these quarterly reports for [company], extract [KPIs, e.g. revenue by segment, gross margin, customers] for each quarter into a table. Flag any metric whose trend changed direction, and any metric the company stopped reporting. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

ChatGPT, Claude, or any similar assistant.

Linked tools

Fiscal.ai: AI chat over company fundamentals and KPIs
SEC EDGAR: Primary-source filings (10-K, 10-Q, 8-K)
ChatGPT: All-round role-playing of every desk agent

Linked roles

Data Checker, Research Analyst

Limitations

Definitions change between reports; check footnotes. AI can be wrong, so verify before relying on any output.

Source

Fiscal.ai

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.