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Oracle Corp. (ORCL) 10-Q -1.2% ↓

Oracle Corp. (ORCL) 8-K -1.2% ↓

Walmart Inc. (WMT) 10-Q 3.0% ↑

Home Depot, Inc. (HD) 10-Q -1.3% ↓

Broadcom Inc. (AVGO) 8-K 11.2% ↑

Costco Wholesale Corp. (COST) 8-K 0.4% ↑

NVIDIA Corp. (NVDA) 10-Q 0.5% ↑

NVIDIA Corp. (NVDA) 8-K 0.5% ↑

Walmart Inc. (WMT) 8-K 0.7% ↑

Visa Inc. (V) 10-K 2.9% ↑

Home Depot, Inc. (HD) 8-K 1.8% ↑

Eli Lilly and Co. (LLY) 8-K -2.0% ↓

JP Morgan Chase & Co. (JPM) 10-Q -5.2% ↓

Mastercard Inc. (MA) 10-Q 3.6% ↑

Mastercard Inc. (MA) 8-K 1.7% ↑

Visa Inc. (V) 8-K 2.9% ↑

Alphabet Inc. (GOOGL) 10-Q 2.8% ↑

Alphabet Inc. (GOOGL) 8-K 2.8% ↑

Microsoft Corp. (MSFT) 10-Q -6.1% ↓

Microsoft Corp. (MSFT) 8-K -6.1% ↓

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Explore the Free Tier

First, give your workflow a name and description

You can even share it with others!

Workflow Details

Select Companies

Define Steps

Schedule Run

Workflow Details

Name

Description

Comprehensive SEC filing and news analysis framework with multi-company support. This workflow helps you analyze financial statements, identify key trends, and extract valuable insights from company filings.

Make this workflow public

Public workflows can be cloned by other users

Next, select the companies you want to analyze.

Use a screener to dynamically select companies based on several filters.

Workflow Details

Select Companies

Define Steps

Schedule Run

Select Companies

Manual Selection Use Screener

TSLA - Tesla, Inc.

NVDA - NVIDIA Corp.

AAPL - Apple Inc.

AMZN - Amazon.com, Inc.

GOOGL - Alphabet Inc.

Selected screener will be used to dynamically filter companies.

Companies in Tech Giants Screener

Ticker	Company
AAPL	Apple Inc.
MSFT	Microsoft Corp.
GOOGL	Alphabet Inc.
NVDA	NVIDIA Corp.
META	Meta Platforms Inc.

5 companies in screener

Companies in Financial Leaders Screener

Ticker	Company
JPM	JPMorgan Chase & Co.
BAC	Bank of America Corp.
WFC	Wells Fargo & Co.
GS	Goldman Sachs Group Inc.
MS	Morgan Stanley
BLK	BlackRock Inc.
C	Citigroup Inc.
SCHW	Charles Schwab Corp.

8 companies in screener

Companies in Healthcare Innovators Screener

Ticker	Company
JNJ	Johnson & Johnson
PFE	Pfizer Inc.
ABBV	AbbVie Inc.
MRK	Merck & Co.
LLY	Eli Lilly and Company
TMO	Thermo Fisher Scientific

6 companies in screener

Then, create the workflow steps with how you want to analyze the companies.

You can add as many steps as you want, mention SEC Filings & Latest News.

Workflow Details

Select Companies

Define Steps

Schedule Run

Define Steps

1

Analyst Sentiment Overview

Evaluates overall sentiment
2

Historical Trend Check

Analyzes performance patterns
3

Financial Health Evaluation

Reviews financial metrics
4

Recent News Sentiment Check

Analyzes news impact
5

Final Summary and Recommendation

Consolidates findings

Step Name

Type '@' to mention SEC Filings, News, or Previous Steps

Finally, choose whether you want to schedule and receive the full report via email + PDF.

Choose between daily, weekly, monthly, or when a new SEC Filing is released.

Create your First Workflow!

See below the reports generated by the workflow above

See PromptVestor in Action

Explore the Free Tier

Give your workflow a name and description

You can even share your workflows with others!

Workflow Details

Name

Description

Make this workflow public

Public workflows can be cloned by other users

Select companies to analyze

Use a screener to dynamically select companies

Select Companies

Manual Selection Use Screener

Manually pick companies to analyze.

TSLA

NVDA

AAPL

AMZN

GOOGL

Companies in Tech Giants Screener

Ticker	Company
AAPL	Apple Inc.
MSFT	Microsoft Corp.
GOOGL	Alphabet Inc.
NVDA	NVIDIA Corp.
META	Meta Platforms Inc.

5 companies in screener

Companies in Financial Leaders Screener

Ticker	Company
JPM	JPMorgan Chase & Co.
BAC	Bank of America Corp.
WFC	Wells Fargo & Co.
GS	Goldman Sachs Group Inc.
MS	Morgan Stanley
BLK	BlackRock Inc.
C	Citigroup Inc.
SCHW	Charles Schwab Corp.

8 companies in screener

Companies in Healthcare Innovators Screener

Ticker	Company
JNJ	Johnson & Johnson
PFE	Pfizer Inc.
ABBV	AbbVie Inc.
MRK	Merck & Co.
LLY	Eli Lilly and Company
TMO	Thermo Fisher Scientific

6 companies in screener

Create the steps to analyze companies

Mention SEC Filings & Latest News

Define Steps

1

Analyst Sentiment Overview

Evaluates overall sentiment
2

Historical Trend Check

Analyze performance patterns
3

Financial Health Evaluation

Review financial metrics
4

Recent News Sentiment Check

Analyze news impact
5

Final Summary and Recommendation

Consolidates findings

Step Name

'@' to mention SEC Filings, News, or Previous Steps

Schedule your workflow to run automatically

and receive the report via email

Your reports are ready!

Select Company to see analysis:

Final Summary and Recommendation

Sentiment Trends:
- Overall Positive Sentiment: SEC filings (10-K for Q1 2025 and 10-Q for Q4 2024) generally exhibit a positive tone, driven by strong financial performance, revenue growth, and profitability.
- Increased Caution: The 10-Q filing for Q4 2024 introduces a more cautious tone due to increased focus on global trade risks (particularly concerning sales to China) and ongoing litigation.
- Inventory and Audit Concerns: The 10-K filing for Q1 2025 highlights concerns about inventory valuation and potential risks associated with forecasting demand.
Financial Health:
- Strong Revenue Growth: NVIDIA exhibits robust revenue growth, although the year-over-year growth rate decreased from 122% in Q3 2024 to 94% in Q4 2024.
- High Operating Margin: The operating margin remains high, indicating efficient operations and strong profitability.
- Stable Debt Levels: Debt levels are stable and relatively low compared to the company's cash reserves and revenue.
- Gross Margin Decline: A slight decrease in gross margin in Q4 2024, attributed to a mix shift to higher-cost systems, could indicate potential pressure on profitability.
- Increasing Inventory: The increase in total inventories could signal potential risks related to product obsolescence or demand fluctuations.
- Customer Concentration: High customer concentration remains a risk, as the loss of a major customer could significantly impact revenue.
Recent News Sentiment:
- Mixed Sentiment: Recent news presents a mixed sentiment picture.
- Positive Catalysts: Anticipation surrounding NVIDIA's GTC conference and the expected unveiling of new AI chips, positive analyst ratings, and the potential for a rebound due to oversold conditions are positive catalysts.
- Contradictory Signals: The stock slide ahead of the GTC conference and comments about an "un-Nvidia-like year so far" contradict the overall positive anticipation, suggesting investor caution or profit-taking in the short term.

Justification:

NVIDIA's strong financial performance, driven by revenue growth and high operating margins, supports a positive outlook. The company's dominance in the AI sector and strategic focus on innovation position it well for long-term growth.
However, there are several factors that warrant caution. The slowing revenue growth rate, potential pressure on gross margins, increasing inventory levels, and high customer concentration pose risks to future performance. The increased focus on global trade risks and ongoing litigation also introduce uncertainty.
The mixed sentiment in recent news, with contradictory signals and potential for increased volatility, further supports a HOLD recommendation. While the anticipation surrounding the GTC conference and positive analyst ratings are encouraging, the stock slide and comments about underperformance suggest that investors should exercise caution.
Given these factors, it is prudent to maintain a HOLD position and closely monitor the company's performance, particularly its ability to manage its supply chain, navigate geopolitical risks, and diversify its customer base.

Final Summary and Recommendation

Sentiment Trends:
- Q4 2024 (10-K Filing): Cautiously optimistic, with positive financial results tempered by a negative market reaction, concerns about slower revenue growth, and increasing liabilities.
- Q3 2024 (10-Q Filing): More optimistic, driven by strong revenue and operating income growth, a favorable legal resolution, and increased investment in AI.
- Recent News: Mixed sentiment, with positive news about potential acquisitions and AI advancements balanced by concerns about the company's future and comparisons to IBM.
Financial Health:
- Revenue Growth: Consistent double-digit revenue growth in both Google Services and Google Cloud.
- Operating Margin: Improving operating margin indicates better cost management and operational efficiency.
- Google Cloud Profitability: Google Cloud is becoming increasingly profitable.
- Cash Flow: Robust operating cash flow provides financial flexibility for investments and shareholder returns.
- Concerning Trends: Unfavorable foreign exchange rates and increasing capital expenditures pose challenges.
- Overall Assessment: Strong financial stability with consistent revenue growth, improving operating margins, and robust cash flow.
Key Financial Ratios (Q2 2024 vs. Q3 2024):
- Revenue Growth: 14% in Q2 2024 and 15% in Q3 2024 (YoY).
- Operating Margin: 32% in both Q2 and Q3 2024, with a 3% and 4% increase YoY, respectively.
- Cost of Revenues: Increased by 11% in Q2 2024 and 10% in Q3 2024 (YoY).
- Operating Expenses: Increased by 5% in both Q2 and Q3 2024 (YoY).
- Effective Tax Rate: 14.3% in Q2 2024 and 17.0% in Q3 2024.
Recent News Sentiment:
- Positive Catalysts: Potential acquisition of Wiz, AI advancements (Gemma 3 AI models), and positive analyst ratings.
- Potential Concerns: Comparison to IBM and concerns about the impact of generative AI on Alphabet's search engine and targeted ads.

Justification:

Strengths: Alphabet Inc. demonstrates strong financial stability with consistent revenue growth, improving operating margins, and robust cash flow. The company is making strategic investments in growth areas like AI and cloud computing, positioning it favorably for the future.
Mixed Signals: While the company's financial performance is generally positive, there are mixed signals in terms of market sentiment and potential challenges. The negative market reaction to the Q4 2024 filing and concerns about the impact of generative AI on Alphabet's core business create uncertainty.
Balanced View: The recent news flow presents a balanced view, with positive catalysts tempered by potential concerns. The potential acquisition of Wiz and AI advancements are positive signals, but the comparison to IBM raises questions about the company's long-term prospects.

Outlook:

The outlook for Alphabet Inc. is cautiously optimistic. The company is well-positioned to benefit from long-term trends such as the shift to online behaviors, diverse device usage, and increasing international market revenues. However, the company faces increasing competition, margin pressure from newer advertising formats, and the need for continued investments in developing economies.

Key Factors to Monitor:

Market Reaction: Monitor the market's reaction to future filings and news releases.
AI Investments: Track the progress of Alphabet's AI investments and their impact on the company's financial performance.
Competitive Landscape: Assess the competitive landscape and the impact of generative AI on Alphabet's core business.
Legal and Regulatory Matters: Monitor any legal and regulatory developments that could affect the company's financial condition and operations.

Final Summary and Recommendation

Sentiment Trends:
- Q4 2024 (10-K Filing): Cautiously optimistic, with positive signals in revenue growth, cash position, and energy storage deployment, but tempered by net income decrease, automotive sales revenue decrease, and acknowledged challenges.
- Q3 2024 (10-Q Filing): More mixed and cautiously optimistic compared to the Q4 2024 filing. Highlights quarterly increases in net income and gross margin but acknowledges year-to-date decreases.
- Recent News: Predominantly negative short-term sentiment due to price slump, sales concerns, and increased competition. Some mixed or positive sentiment exists regarding long-term AI potential and contrarian investment opportunities.
Financial Health:
- Revenue Growth: Total revenues increased slightly, but automotive sales revenue decreased, offset by significant growth in energy generation and storage revenue.
- Operating Margin: Total gross margin decreased slightly, with automotive gross margin also declining, while energy generation and storage gross margin increased significantly.
- Debt Levels: Strong liquidity position with high levels of cash, cash equivalents, and short-term investments.
- Expenses: R&D expenses increased, driven by AI programs, and SG&A expenses also rose. Restructuring costs were significant.
- Financial Stability: Cautiously stable, with strengths in liquidity and energy business, but weaknesses in automotive sales growth and rising expenses.
Key Concerns:
- Slowdown in Automotive Sales Growth: Decreased automotive sales revenue and deliveries, particularly for Model 3 and Model Y.
- Increased Competition: Intensified competition in key markets like Europe and China.
- Negative News Impact: Recent negative news flow is likely to negatively affect short-term investor perception.
Positive Signs:
- Energy Generation and Storage Growth: Significant increase in revenue and gross margin in the energy generation and storage segment.
- Strong Liquidity Position: High levels of cash, cash equivalents, and short-term investments.
- Increase in Regulatory Credits Revenue: Substantial increase in automotive regulatory credits revenue.

Justification:

The company demonstrates strengths in its energy business and maintains a strong liquidity position, providing financial flexibility.
However, the slowdown in automotive sales growth, increased competition, and negative short-term market sentiment present significant challenges.
While there's long-term potential in AI and autonomous driving, immediate concerns about sales and profitability need to be addressed.

Outlook:

The short-term outlook is bearish due to sales concerns and market pressures.
The long-term outlook is cautiously optimistic, contingent on Tesla's ability to manage costs, innovate in AI and autonomous driving, and successfully navigate competitive pressures.
Investors should monitor the company's performance in the automotive segment and its progress in energy generation and storage for future growth opportunities.

Final Summary and Recommendation

Sentiment Trends:
- Q4 2024 (10-Q): Cautiously optimistic, with growth in net sales and services, but acknowledging risks related to macroeconomic conditions and potential gross margin pressures.
- Q3 2024 (10-K): More neutral tone compared to Q4 2024. Emphasizes factual financial results and includes a one-time tax charge related to the State Aid Decision.
- Recent News: Mixed sentiment with a slight negative skew. Concerns about decreased spending, sluggish growth, and AI implementation are balanced by strong buy recommendations and innovative products.
Financial Health:
- Revenue Growth: Total net sales show a slight recovery in 2024, but product sales continue to decline. Services revenue growth is a positive offset.
- Operating Margin: Improved in 2024, indicating better cost management.
- Debt Levels: Total liabilities increased, but long-term debt decreased. Increased reliance on short-term financing (commercial paper).
- Cash Flow: Strong cash flow from operating activities.
- Share Repurchase: Aggressive share repurchase program indicates confidence in the company's future.
- Geographic Performance: Decreased net sales in Greater China.
- Concerning Trends: Decline in product sales and increased liabilities.
- Positive Signs: Growth in services revenue, improved operating margin, and strong cash flow.
Recent News Sentiment:
- Negative: Decreased spending, sluggish growth, AI concerns, tariff and China exposure, stagnant revenue, price target cuts, stock dip, and losing haven allure.
- Positive: Strong buy recommendations, Ken Fisher's portfolio, innovative products, and long-term success.
- Neutral: Discussions on Reddit stocks and option collar strategy.

Overall Assessment:

Apple's financial position is stable, but there are mixed signals. The company has a robust cash flow, a healthy operating margin, and is actively returning value to shareholders. The growth in services revenue is a significant positive. However, the decline in product sales and the increase in overall liabilities are areas that require attention. The recent news flow reflects these mixed signals, with concerns about growth and AI balanced by positive recommendations and new product launches.

Justification:

Strengths: Apple's strong cash flow, growing services revenue, and improved operating margin provide a solid foundation.
Weaknesses: The decline in product sales, particularly iPhones, iPads, and Macs, is a concern. The increase in total liabilities and reliance on short-term financing also warrant monitoring.
Mixed Sentiment: The mixed sentiment in recent news reflects the company's current challenges and opportunities.
Uncertainty: The uncertainty surrounding Apple's growth prospects, particularly in China and in the AI space, makes a "buy" recommendation premature.

Outlook:

The outlook for Apple is cautiously optimistic. The company's ability to innovate and grow its services revenue will be critical to offsetting the decline in product sales. The impact of macroeconomic conditions and geopolitical factors, particularly in China, will also play a significant role. Investors should monitor Apple's progress in AI and its ability to maintain its competitive edge in the tech industry.

Final Summary and Recommendation

Sentiment Analysis of SEC Filings:
- Q4 2024 (10-K): Mixed sentiment. Positive aspects in MD&A (growth, efficiency) are tempered by cautious forward-looking statements and extensive risk factors. The market reacted negatively (-4.1000%).
- Q3 2024 (10-Q): Similar forward-looking statements as the 10-K, acknowledging risks. Highlights critical accounting estimates and legal proceedings.
- Comparison: No significant shift in sentiment between Q3 and Q4 filings. Both periods reflect a balance of optimism and caution.
Financial Ratio Analysis (Q2 2024 vs. Q3 2024):
- Revenue Growth: Consistent, with a slight increase in Q3 (11% YoY) compared to Q2 (10% YoY).
- Operating Margin: Improved from 9.91% in Q2 to 10.96% in Q3, indicating increased efficiency.
- Debt Levels: Effectively managed, with repayments of short-term and long-term debt.
- Segment Performance: Improved operating income across all segments (North America, International, AWS). International segment showed a significant turnaround.
- Concerning Trends: Foreign exchange risk and equity investment risk.
- Positive Signs: Improved profitability, strong AWS performance, International segment turnaround, efficient cost management, and increased free cash flow.
- Overall Assessment: Strong financial stability with consistent revenue growth, improved profitability, and efficient cost management.
Recent News Sentiment:
- Positive: Recognition as a top stock pick, strong financial results (Q4 2024), growth opportunities in robotics, and positive views from investment funds.
- Negative: Lawsuit over greenwashing, concerns over tariffs, and stock sell-off.
- Mixed: Valuation concerns (Simply Wall St.).
- Impact: Short-term investor perception may be volatile due to mixed news.

Justification:

Amazon demonstrates strong financial health with consistent revenue growth and improved profitability.
The company's strategic focus on operational efficiency and key segments like AWS and the International segment is promising.
However, the presence of risks (foreign exchange, equity investments, legal challenges, and potential tariffs) and mixed market sentiment suggest caution.
The recent stock sell-off and lawsuit could create short-term volatility, but the underlying financial strength and growth potential support a hold position.

Outlook:

The outlook for Amazon is cautiously optimistic. The company is well-positioned to capitalize on growth opportunities in e-commerce, cloud computing, and emerging technologies like robotics. However, investors should monitor the identified risks and market sentiment closely.

Powerful Workflows, Ready to Use

Get a head start with our pre-built workflow templates

Warren Buffett Analyst

Mimic the analysis of Warren Buffett

Business Analysis

Evaluate business model and simplicity

Economic Moat

Assess competitive advantages and durability

Management Quality

Assess leadership integrity and capital allocation

Financial Health

Check debt levels and consistent earnings

Margin of Safety

Calculate intrinsic value vs market price

Screener

Low P/E + Cheap

Schedule

Weekly

Use This Workflow

Apple vs. Tech Giants

Compare Apple against its tech competitors

Financial Metrics

Extract quarterly revenue, income, and margins

News Sentiment

Analyze recent news and market perception

Comparative Analysis

Compare financials and sentiment

Competitive Report

Generate detailed comparison report

Market Share Analysis

Evaluate competitive positioning and market share

Companies

Schedule

Not Scheduled

Use This Workflow

Fundamental Analysis

Deep analysis comparing valuation metrics against historical data and industry peers

Sentiment Analysis

Analyze overall tone and sentiment in latest filings

Historical Trends

Compare with previous filings to identify changes

Financial Health

Review key metrics and financial stability

News Impact

Analyze recent news and market sentiment

Final Report

Comprehensive analysis and recommendations

Screener

Good Fundamentals

Schedule

Weekly

Use This Workflow

New Filing Analysis

Instant analysis of new SEC filings as they are released

Key Section Analysis

Extract critical information from filing sections

Event Detection

Identify significant events and changes

Performance Review

Analyze financial performance changes

News Analysis

Review related news coverage and sentiment

Impact Summary

Generate comprehensive impact report

Screener

Large Cap

Schedule

On New Filing

Use This Workflow

Big Market Moves News

Identify and analyze news driving significant market price movements

News Collection

Gather latest news from multiple sources and summarize

Impact Analysis

Assess potential market impact given the latest filings

News Impact

Combining news with the latest filings to provide a comprehensive summary

Screener

+/- 10% Daily

Schedule

Daily (10AM and 4PM)

Use This Workflow

Management Insights

Deep dive into management's perspective

Theme Analysis

Extract key themes from MD&A

Sentiment Tracking

Analyze management confidence levels

Risk Assessment

Identify key risks and mitigation

Strategic Review

Evaluate strategic direction

Screener

Earnings Date Yesterday

Schedule

Daily

Use This Workflow

Peer Performance

Compare companies within the same industry

Metric Extraction

Get key financial metrics for all peers

Market Analysis

Review analyst ratings and news

Peer Comparison

Compare metrics and performance

Industry Report

Generate industry comparison report

Screener

Semiconductors

Schedule

Not Scheduled

Use This Workflow

Create Workflows with AI

Let our AI assistant guide you through creating custom workflows tailored to your investment strategy

Let AI Build Your Workflow

Hi! I'll help you create a workflow. First, could you tell me what kind of analysis you'd like to perform? We will work together to create a workflow that will perform the analysis you need.

I'd like to create a workflow to analyze the fundamentals of companies

Hello! I'm happy to help you create a workflow to analyze the fundamentals of companies. To start, could you please specify which aspects of the company's fundamentals you're most interested in? For example, are you focusing on profitability, debt, growth, or a combination of these?

A combination of these would be great

Okay, a combination of profitability, debt, and growth. To make sure this workflow is as useful as possible, let's clarify a few more things:

Would you like to incorporate a check of news sentiment into the workflow to see if it corroborates the filings?
Should I focus on the fundamentals of a specific industry or sector?
Do you intend to use this workflow for a specific company or a list of companies?

Create your first workflow using AI

Intelligent Suggestions

Our AI understands investment analysis and suggests relevant steps based on your goals.

Customizable Templates

Start with AI-suggested templates and customize them to match your investment strategy.

Step-by-Step Guidance

Get expert guidance at each step to ensure your workflow captures all essential analysis points.

PromptVestor vs ChatGPT

See how our specialized investment research platform compares to general AI tools

PromptVestor

ChatGPT

Built for Investors

Purpose-built for investors, analysts, and traders, understanding their unique workflows and data needs.

A general-purpose AI, not specifically designed for the complexities of financial analysis.

SEC Filing Access

Direct, controlled access to the SEC EDGAR database ensures you get the latest filings precisely when and how you need them for in-depth analysis.

Relies on manual data input or can struggle with the accuracy and specificity required for financial filings.

Reusable Workflows

Save time and ensure consistency by creating and reusing custom analysis workflows across multiple companies and filings.

Requires starting each analysis from scratch, making it inefficient for repetitive tasks or comparing multiple entities.

Companies Screening + Watchlist

Identify investment opportunities faster with powerful, customizable screeners based on descriptive, technical, and fundamental data. Easily track potential investments with a personalized watchlist.

Lacks dedicated screening capabilities and struggles to consistently provide accurate company lists based on specific criteria.

Scheduling & Automation

Stay ahead of the market by automating your analysis workflows to run automatically upon new filings or on a set schedule, powered by dynamic screeners.

Requires manual initiation for each analysis, missing out on timely updates and automated insights.

Exporting

Effortlessly share and document your findings by exporting workflow results as professional-looking PDFs or receiving them directly via email.

Offers no built-in functionality for exporting analysis results.

Sharing

Collaborate seamlessly by sharing your custom workflows (including screeners) with colleagues or leveraging proven workflows from the community.

Does not offer any features for sharing or replicating analysis setups.

AI Chat

Your intelligent financial analysis assistant: Use the chatbot to refine workflows based on results and leverage a finance-specific knowledge base for deeper insights.

While capable of general conversation, it requires significant prompting and context-pasting to achieve relevant financial analysis results.

Feature	PromptVestor	ChatGPT
Built for Investors	Purpose-built for investors, analysts, and traders, understanding their unique workflows and data needs.	A general-purpose AI, not specifically designed for the complexities of financial analysis.
SEC Filing Access	Direct, controlled access to the SEC EDGAR database ensures you get the latest filings precisely when and how you need them for in-depth analysis.	Relies on manual data input or can struggle with the accuracy and specificity required for financial filings.
Reusable Workflows	Save time and ensure consistency by creating and reusing custom analysis workflows across multiple companies and filings.	Requires starting each analysis from scratch, making it inefficient for repetitive tasks or comparing multiple entities.
Companies Screening + Watchlist	Identify investment opportunities faster with powerful, customizable screeners based on descriptive, technical, and fundamental data. Easily track potential investments with a personalized watchlist.	Lacks dedicated screening capabilities and struggles to consistently provide accurate company lists based on specific criteria.
Scheduling & Automation	Stay ahead of the market by automating your analysis workflows to run automatically upon new filings or on a set schedule, powered by dynamic screeners.	Requires manual initiation for each analysis, missing out on timely updates and automated insights.
Exporting	Effortlessly share and document your findings by exporting workflow results as professional-looking PDFs or receiving them directly via email.	Offers no built-in functionality for exporting analysis results.
Sharing	Collaborate seamlessly by sharing your custom workflows (including screeners) with colleagues or leveraging proven workflows from the community.	Does not offer any features for sharing or replicating analysis setups.
AI Chat	Your intelligent financial analysis assistant: Use the chatbot to refine workflows based on results and leverage a finance-specific knowledge base for deeper insights.	While capable of general conversation, it requires significant prompting and context-pasting to achieve relevant financial analysis results.
Latest News	Stay informed without leaving the platform with integrated access to the latest financial news.	Can provide news information but lacks the seamless integration within a dedicated financial analysis platform.

Mistakes made by ChatGPT

Some examples of how investors could be misled by ChatGPT

Outdated SEC Filing Analysis

User Query:

"Please analyze the Latest SEC Filings for AAPL give me a summary"

ChatGPT Response (March 25, 2025):

Apple Inc. (AAPL) recently filed its Q3 2024 10-Q report with the SEC, covering the fiscal quarter ending June 29, 2024. Here are some key highlights from the filing:

The Problem:

As of March 2025, Apple's latest filing is their Q1 2025 10-Q report filed on January 31, 2025, covering the quarter ending December 31, 2024. ChatGPT is analyzing a filing from Q3 2024 - nearly 9 months old!

This demonstrates how ChatGPT can give you stale, outdated information that could lead to poor investment decisions. You need real-time access to the latest filings.

Inaccurate Financial Analysis

User Query:

"What was Tesla's revenue growth in their latest quarter?"

ChatGPT Response (March 25, 2025):

Tesla's revenue for Q1 2024 was $21.3 billion, a 15% decline from the $25.17 billion reported in Q1 2023. This marks the company's biggest year-over-year revenue drop since 2012

The Problem:

Even though ChatGPT searched the web for the correct information, it understood as 'latest quarter' as Q1 2024, when in fact the latest quarter was Q4 2024.

Limited Stock Screening Capabilities + Inability to schedule

User Query:

"Using a list of stocks with a market cap higher than 100B and a P/E Ratio of >20, please list all the latest news associated with them"

ChatGPT Response (March 25, 2025):

Here are some of the latest news updates for stocks with a market cap over $100 billion and a P/E ratio above 20: (Goes to give news on the Mag 7 stocks)

The Problem:

ChatGPT defaults to only discussing the most popular tech stocks (Magnificent 7) instead of properly screening all companies that match the criteria.

PromptVestor's screener found 37 matching companies, giving you a complete view beyond just the most talked-about stocks.

Oh and the best part is that you can schedule the same workflow to run daily! With a dynamic list of companies using your screener!

Avoid Mistakes with PromptVestor

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Frequently Asked Questions

: PromptVestor is an AI-powered platform designed to assist investors and professionals by analyzing data from SEC filings, financial statements, news, press releases, and technical indicators. It enables users to create custom workflows, generate investment insights, and enhance their research capabilities.
: PromptVestor is designed for individual investors, financial professionals, and anyone interested in making informed investment decisions using AI-powered tools.
: No, PromptVestor is not a registered investment advisor. It provides tools and insights to assist with investment research but does not offer personalized financial advice. Users are responsible for their own investment decisions.
: Creating a workflow is simple: 1) Start by defining your analysis steps in sequence - each step builds on the previous ones. 2) For each step, select your data sources like SEC Filings or Latest News. 3) Add custom instructions for the AI to analyze the data. 4) Optionally, use stock screeners to run the workflow across multiple companies matching your criteria. 5) Set up automated scheduling to run workflows when new data becomes available or on a recurring basis. Our intuitive workflow builder guides you through the entire process.
: Yes, you can create a watchlist to monitor companies of interest or use our screener to find companies matching your criteria.
: Yes, you can export the results of workflows as PDF or have them emailed directly to you.
: Yes, PromptVestor offers a free tier with limited usage to help users explore the platform.
: We offer two plans: Free and Pro. Pro users get access to all features + more credits to run workflows. If you are a business or institutional user, please contact us at [email protected] to discuss a custom plan.
: Yes, you can cancel your subscription at any time. After cancellation, you will retain access to the product until the end of your billing period.
: You can manage your subscription through your account settings. Upgrades take effect immediately while downgrades will take effect in the next billing cycle.
: Refunds are only available if you have not used the product or executed any queries. Due to the non-refundable nature of LLM costs, refunds are not provided once the product has been used.
: PromptVestor integrates data from the following sources: SEC Filings and Financial Statements (Edgar API), News (Brave/Tavily), and Pricing Data (Yahoo Finance API).
: We use advanced Large Language Models, including Gemini 2.0 Pro and Flash 2.0, optimized for specific analytical tasks. We are constantly upgrading our models to ensure the best possible results.
: LLM hallucinations occur when the AI generates outputs that are inaccurate or not based on the provided data. PromptVestor employs validation techniques to reduce hallucinations, but users are advised to independently verify all insights.
: For any questions or assistance, you can reach out to us at [email protected].
: If you have a dispute or billing concern, please email us at [email protected]. We will review your case and respond within 14 business days.
: PromptVestor employs robust security measures, including encryption, to protect your personal and financial information. We also comply with GDPR, CCPA, and other data protection regulations. We use Stripe for payments.
: Yes, you can request account deletion by contacting us at [email protected]. Please note that certain data may need to be retained for legal or regulatory compliance.

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Select Companies

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Analyst Sentiment Overview

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Final Summary and Recommendation

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Select Companies

Companies in Tech Giants Screener

Companies in Financial Leaders Screener

Companies in Healthcare Innovators Screener

Define Steps

Analyst Sentiment Overview

Historical Trend Check

Financial Health Evaluation

Recent News Sentiment Check

Final Summary and Recommendation

Schedule Run

Enable Schedule

Schedule Frequency

Days of Week

Final Summary and Recommendation

Final Summary and Recommendation

Outlook:

Final Summary and Recommendation

Outlook:

Final Summary and Recommendation

Overall Assessment:

Outlook:

Final Summary and Recommendation

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Warren Buffett Analyst

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Financial Health

News Impact

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Big Market Moves News

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