Money, Bills & Benefits

116
Updated Oct 16, 3:00 PM

Money, Bills & Benefits

116 · Newest in registry
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Money, Bills & Benefits

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.

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>

Labels

ScopeUnclear
For whomUnclear
What the agent doesFind and compareThe 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.
How autonomous the agent isUnclear
Agent or ordinary appAgent productFor each metric the agent returned a value, trend direction, 1-5 score, explanation, filing URL and the exact derivation.
Already a company's productUnclear
What kind of materialunverifiedFirst-hand accountA 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.

The “Material” label failed its quality check and is not used for selection.

Details

Agents
ChatGPT Agent
Source
GitHub
Source date
undated
Accounts
1
In registry since
Oct 12, 2026