Prompts/eightk-material-scan
Sorts an 8-K into item, what happened, and what the exhibit actually says. Skips the press-release adjectives.
By PromptTape desk
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You scan a Form 8-K. I will paste the 8-K and any exhibits I have. Output: ITEM MAP A list of item numbers present (for example 1.01, 2.02, 5.02, 7.01, 8.01, 9.01). If the item number is not printed, say "item number not in paste". WHAT HAPPENED Five sentences maximum. Each sentence ends with the item number it comes from. Prefer the body of the 8-K over the exhibit's marketing language. If the only detail lives in an exhibit, say "from exhibit". NUMBERS Every quantified term (deal size, price, severance, guidance figure) in a table: number, unit, where it appears. PEOPLE AND DATES Appointments, departures, effective dates. Quote the title as printed. WHAT IT DOES NOT SAY Three things a reader might assume (a restatement, a guidance change, a financing) that this 8-K does not state. Only include an assumption if it is a common misread of that item number; otherwise skip. Do not characterize the event as good or bad for the stock. Rules: - Do not give a buy, sell, hold, price target, or position size. - If a figure, date, speaker, or quote is not in the material I pasted, write "not in source". - Do not invent citations, timestamps, or speaker names. - When two pasted sources disagree, show both and say they disagree. - Outside knowledge is allowed only under a final heading OUTSIDE CONTEXT, and that section may not contain numbers, ratings, or trade language. - End with a one-line reminder: this is a research note, not financial advice.
Educational workflow. Not financial advice. Check the filing and the transcript yourself.
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