Research & writing · Claude Code

Research companies from saved filings with quoted sources and a second check

Idea + starter prompt, not run by us yet

For: Non-coders who research listed companies and want every number traced to a source

A non-engineer keeps research in one folder of text files with company filings and a CLAUDE.md of rules. Claude Code reads only those files, pulls figures with exact quotes and document numbers, runs a second check, and uses small scripts for any maths. It spotted a metric that grew and then vanished from later reports.

Steps

1. Save the filings you want into one folder.
2. Write a CLAUDE.md that says to use only these files, quote every number and use scripts for maths.
3. Paste the starter prompt and ask for a first pass.
4. Run a second checking pass, since the first pass is never clean.
5. Check any number you plan to rely on against the filing yourself.

Starter prompt

Read CLAUDE.md first. Use only the files in this folder. Do not use memory.

For [company], pull [metrics] from each of the last [number] reports. For every number, quote the exact line and name the file and page.

Do any maths with a small script and show the inputs. Then run a second pass that checks each number against its quote and lists any that do not match. This is research notes, not investment advice.

Original post: Reddit · found via agentusecases.ai. Written up in our own words. We haven't run it, so test it on made-up data first.