Research stocks by pulling filings and transcripts
The poster has Claude Code fetch filings, transcripts and SEC documents for a company, cite sources, and write a bear case on a holding.
What they did
The poster says they stopped manually downloading and skimming 10-Ks and instead ask Claude Code about a company and what they want to know. Claude Code then uses web search to pull 10-Ks, earnings transcripts, and other SEC filings on its own, writes up the research, and cites the filings so the poster can spot-check anything that seems off; the human mainly reviews the output and decides whether to buy.
How it went
They say the writeups were more thorough than their old process and that asking for a bear case on a long-held position surfaced concerns they had missed. No performance numbers or specific investing results are given.
Worth knowing
The main catch is that this is described as a research aid, with the person still reading the cited output and making the final decision.
Labels
asking for a bear case on a long-held position surfaced concerns they had missed
the human mainly reviews the output and decides whether to buy
Claude Code then uses web search to pull 10-Ks, earnings transcripts, and other SEC filings on its own
Claude Code then uses web search to pull 10-Ks, earnings transcripts, and other SEC filings on its own, writes up the research, and cites the filings
The poster says they stopped manually downloading and skimming 10-Ks and instead ask Claude Code about a company and what they want to know.
The “Material” label failed its quality check and is not used for selection.
Details
- Agents
- Claude Code
- Source
- Source date
- Mar 10, 2026
- Accounts
- 2
- In registry since
- Oct 12, 2026