UC-394
Research Note Drafting with Source Trail
Drafts the standing sections of a research note from filings, transcripts and the analyst model, with a source behind every figure.
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The Challenge
An analyst spends the first day after results rebuilding tables and boilerplate instead of forming a view. Every figure must be traceable for supervisory review, so nothing can be pasted from a summary.
How It Works
- Reads results statements, filings, earnings transcripts, the analyst model and prior notes.
- Compares reported figures against estimates and peers and marks what moved since the last note.
- Returns a drafted note with tables filled and a source link on every figure for the reviewer.
What It Removes
- Retyping reported figures into the note template
- Rebuilding peer comparison tables each results season
- Hunting the filing page behind a challenged number
Input Data RequirementsResults statements and filings, earnings call transcripts, analyst models, peer data, prior published notes, research policy and disclaimer text
Output FormatDrafted research note with populated tables, tracked changes against the previous note and a source citation behind each figure
“By the time the tables are right it is late afternoon and I have not yet written a single original sentence.”