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
Instant delivery
Secure checkout
Creator support