Research & Knowledge

What they did

A non-engineer keeps all research in one local folder of plain-text files, managed through Obsidian, with SEC filings from EDGAR saved there and a top-level CLAUDE.md that tells Claude Code how the files are organized and what rules to follow. Claude Code reads only those files, extracts figures with exact quoted lines and accession numbers, reruns a second verification pass, and writes small Python scripts or Excel files for any math while the person reviews and corrects mistakes.

How it went

It surfaced a pattern across Accenture’s last five earnings releases that the poster says was hard to see one-by-one: a bookings metric went from $3B to $5.9B, then disappeared from later releases. They say the method works because the second pass catches errors, but the first pass is never clean and the model will estimate or summarize from memory unless constrained.

Worth knowing

The main catch is workflow discipline: the poster says every calculation must be done by a script with quoted source inputs first, and long filings need explicit demands to quote the page.

Labels

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

Details

Agents

Claude Code

Source

Reddit

Source date

Aug 9, 2026

Accounts

1

In registry since

Oct 12, 2026