FilingBrief — 8 SEC Due-Diligence Skills for Claude & ChatGPT
Read any SEC 10-K in 5 minutes, not 5 hours.FilingBrief is 8 due-diligence skills that turn Claude or ChatGPT into a Bloomberg-grade research desk for people who invest their own money. Annual reports, earnings calls, insider trades, ETF holdings — every signal in your filings, structured and cited.$97 once. Yours forever. No subscription. No API keys. No data harvesting.What's inside — 8 skills, 2 archetypes📄 Document-analysis skills (you provide the file)1. 10-K AnalyzerTurns a 200-page annual report into a ranked-risk brief with page citations. Year-over-year diff. Surfaces what changed in Item 1A — the highest-signal section. Reads in 5 minutes.2. Earnings Call Digest60-minute calls compressed to 3-minute decision briefs. Guidance changes (raised / lowered / reaffirmed), Q&A signals, tone shifts with verbatim quotes. The TL;DR is exactly 5 bullets — disciplined by design.3. Sector Comparator2-5 competitors side-by-side from their 10-Ks. Revenue growth, margins, leverage, segment overlap, risk overlap. Normalized for different currencies and fiscal years. Never declares a "winner" — surfaces the structural differences.4. IPO Due DiligenceS-1 prospectuses parsed into structured deal sheets. Deal mechanics, dilution math, lock-up calendar with expiry date, IPO-specific risk factors (dual-class, customer concentration, related-party).5. Cap Table ReconstructorReal dilution made visible. Basic shares, RSU overhang, in-the-money options, convertibles, warrants. Computes pro-forma fully-diluted count. Surfaces hidden stock-based-comp dilution that GAAP diluted EPS hides.🌐 Live-data skills (bundled Python script calls SEC EDGAR)6. Insider Trades ScannerLive SEC Form 4 scanner. Separates open-market buying (P) from RSU mechanics (F, A, M). Detects 10b5-1 plans. Surfaces clustered buying. Gives a defensible signal level (Low / Medium / High) with stated reason — never just "bullish".7. SEC Filings MonitorWatchlist-style scanner across 1-25 tickers. Pulls 10-K, 10-Q, 8-K, S-1, proxy filings. 8-K item numbers decoded. Restatement and auditor-change alerts. The regulatory story before the price story.8. ETF Holdings DrillReal ETF holdings via NPORT-P filings. Top 25 positions by value, concentration metrics (top-10 % of NAV), asset-category breakdown, country breakdown. Reveals what your ETF actually holds — not what the marketing says.Plus the playbook — included, no extra charge…Every Complete pack also ships with the materials that show you exactly how to drive the 8 skills:- 50 ready-to-use prompts grouped by scenario (new-name research, earnings season, insider & SEC monitoring, IPOs, portfolio & ETF questions)- 1-page printable cheatsheet — all 50 prompts in one-line form- 5 worked case studies on real data — full NVIDIA DD, an IPO S-1 walkthrough, reading red flags in a stressed 10-K, QQQ vs ARKK, and surviving earnings week with a watchlistEvery skill ships in two formats- Claude Skills (native) — folders you drop into Claude.ai (Settings → Skills) or ~/.claude/skills/ for Claude Code. Skills auto-trigger when you ask the right question.- ChatGPT Project Instructions — self-contained markdown you paste into ChatGPT Projects.Real output, real dataHere's what a single FilingBrief analysis looks like (excerpt from a real NVIDIA 10-K analysis):> Risk factors — High• Export controls on China (p.18, REWORDED vs prior year) — cites "removed multi-billion-dollar markets"• Supplier concentration (TSMC) (p.21) — no second source for leading-edge• Customer concentration (p.27) — top-4 customers each >10% of revenue> Red flags & accounting notes• Inventory up 60% YoY vs revenue +114% (Note 5) — pre-Blackwell positioning per MD&A• No auditor change. No restatement. No going-concern language.Every figure cited. No invented page numbers. No hallucinated revenue. No buy/sell recommendation.Why this exists" I'm a retail investor who used to spend Sunday afternoons reading 10-Ks by hand. Four hours per filing. I knew the right questions — my time was the bottleneck.I tried Seeking Alpha for $240/year. The summaries said nothing specific. I tried ChatGPT raw — it hallucinated page numbers. Bloomberg was $25,000/year — not happening.So I built FilingBrief on top of Claude: a disciplined reading companion that never invents a number, always cites the page, and never recommends a stock. After six months refining it on my own portfolio, I packaged it.This is what I wish I had three years ago."— Philippe, builder of FilingBriefWhat you get (digital download)A single ~130 KB zip file:✅ 8 Claude skill folders (native format, ready to upload)✅ 8 self-contained ChatGPT-Project versions (paste into Instructions)✅ 3 Python scripts for live SEC data (stdlib only, zero dependencies)✅ Methodology references for every skill (form 4 guide, NPORT guide, S-1 structure, etc.)✅ README + INSTALL guide (bilingual EN/FR)✅ License (single-user, lifetime access, free updates)Delivery: instant after purchase, by email.Install time: ~3 minutes per platform.Who this is for✅ Retail investors managing a portfolio of US-listed stocks✅ Already subscribers to Claude Pro / Claude Max / Claude Code or ChatGPT Plus✅ Tired of $240/year Seeking Alpha summaries that say nothing specific✅ Want analytical rigor — page citations, signal grading, anti-hallucination✅ Busy professionals who invest their own money and would rather not lose a weekend to one filing❌ Day traders, crypto speculators, options-only traders❌ Anyone looking for buy/sell recommendations or price targets❌ Free-tier Claude or ChatGPT users (need Pro / Plus)Frequently askedWill this work on free Claude or ChatGPT?No. Requires Claude Pro / Max / Claude Code, or ChatGPT Plus. If you're not already on one of those, FilingBrief isn't for you yet.Do I need to know how to code?No code for 5 of the 8 skills. For the 3 live-data skills, you run one Python command — no setup, no packages to install. If you can copy-paste, you can use it.Is this investment advice?Explicitly no. FilingBrief is educational tooling. It analyzes documents and public data — it does not recommend buying or selling anything. Page citations included so you can verify everything yourself.How fast do I get the files?Instant. Gumroad sends the download link to your email within seconds of payment.Will future updates break it?Highly unlikely. Claude's skill format is a stable Anthropic product. ChatGPT Project Instructions have been supported for years. The Python scripts use the free public SEC EDGAR API (stable since the 1990s). If anything breaks, I push a free update.Can I share with friends?Single-user license, no redistribution. If a friend wants it, they should buy a copy — and if you bring in enough, I'll likely launch an affiliate program at 40% commission.What's the refund policy?30 days, no questions asked. Email me, I refund. I'd rather have a happy refund than an unhappy customer.Is there a cheaper option?Yes — FilingBrief Starter ($47) has the 3 core skills (10-K, earnings call, insider trades). Most buyers find they want all 8 within a month and upgrade — but Starter is a real option.Is there more value beyond the 8 skills?Yes — FilingBrief Complete + Bonus ($147) adds 50 ready-to-use prompts and 5 worked case studies on real data (NVIDIA, QQQ vs ARKK, IPO walkthrough, red-flag detection, earnings-week monitoring).LicenseSingle-user, no redistribution. Educational tooling — analyzes documents and public data you provide. Not investment advice. Not a registered investment adviser. No buy/sell recommendations.© 2026 FilingBrief. Not affiliated with Anthropic, OpenAI, or the U.S. Securities and Exchange Commission.
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