ai agent
Financial Report Summarizer — GPT Business Analyst Agent
Turn 10-K filings, earnings calls, and P&L dumps into exec-ready briefs in 60 seconds.
👤
AI.Monster Team
@aimonster-team
0 sales
About this product
## What This Agent Does
A GPT-4o system prompt and structured output schema that converts raw financial documents into executive summaries with key metrics, risk flags, and a plain-English verdict.
## Output Format (JSON + prose)
- `metrics` — top 5-7 metrics with YoY change
- `risks` — top 3 risks with evidence quotes
- `flags` — one-time items, restatements, accounting changes
- `verdict` — 2-sentence trajectory + what would change your view
Then: a plain-English paragraph for non-finance executives.
## Package Contents
- System prompt
- JSON schema for structured_output / function calling
- 3 prompt templates: 10-K filings, earnings transcripts, internal P&Ls
- Make.com/Zapier integration instructions for auto-summarizing from email
## Use Cases
Competitor earnings summaries, due diligence triage, board prep, portfolio monitoring
gpt-4ofinancebusiness-analystearnings10-Ksystem-promptstructured-outputinvestor-tools
$14.99
📦 financial-report-summarizer-gpt-agent.zip · 14 KB
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