Pull stock fundamentals from SEC filings for valuation
A developer used ChatGPT Agent mode to extract revenue growth, free cash flow and net cash from 10-Q filings with source URLs, feeding a multi-agent valuation and sentiment workflow.
Done withChatGPT Agent
- What they did
- The developer prompted ChatGPT Agent mode, chosen for its web search, to produce fundamentals for four tickers (AAPL, MSFT, NVDA, TSLA) from SEC 10-Q filings. For each metric the agent returned a value, trend direction, 1-5 score, explanation, filing URL and the exact derivation. Claude helped write the prompts. A Fundamental agent in a LangGraph workflow then used the output.
- How it went
- The agent output fed a working pipeline that combined valuation, sentiment and fundamental votes and backtested the picks over 63 trading days. The README states no accuracy figures for the extracted numbers.
- Worth knowing
- Use only filings public before your decision date; the author limited decision dates to August 2024 to avoid leakage. The whole prototype took roughly 8-10 hours.</parameter>
Try it yourself with ChatGPT Agent
For [ticker symbols], open the latest 10-Q on SEC EDGAR and extract revenue growth year over year, free cash flow, and net cash or debt. Put the results in a table with a source URL for every number, and flag any figure you couldn't confirm. Stop when every ticker has all three metrics or an explicit note on why it's missing.
Source: github.com · Undated
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