基于财报的公司研究
Filing-based company research
Extract and reconcile figures from filings into a memo or dataset.
20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。
历史小类地址：R05.02.01.02 · 提案 ID 保留原值。
- 典型应用
- SEC EDGAR · Excel
- 小类 GUI 需求标签
AP· API 足够
任务提案 · 20
展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。
R05.02.01.02-T01 Pull five years of reported revenue for five issuers from XBRL company facts
原始指令
input/ciks.csv lists 5 CIKs. Using the SEC companyfacts JSON on the frozen EDGAR mirror (env EDGAR_BASE, User-Agent required), extract annual revenue (10-K, full-year duration) for FY2021-FY2025, choosing the issuer's revenue concept when several exist, and write output/revenue.csv (cik, fy, concept, value_usd, accession).
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
CL· CLI 足够- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 2 / 5
建议验证方式
25 rows; value and accession equal key for each cik-fy; concept choice must match the face income statement (custom-concept issuer included). Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
70% values exact (per row); 20% correct accession; 10% schema
R05.02.01.02-T02 Report cover-page shares outstanding and its as-of date from the latest 10-K
原始指令
For the issuer whose CIK is in input/cik.txt, open its most recent 10-K on the frozen EDGAR mirror and report the cover-page number of common shares outstanding and the as-of date (dei:EntityCommonStockSharesOutstanding). Write 'shares;yyyy-mm-dd' to output/answer.txt; dual-class issuers report each class on its own line.
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR
- 交互表面
api· API / SDKbrow· 浏览器- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令nav· 平移 / 缩放 / 滚动- 工作产物
WP12· 答案 / 决策- 条件
- 未声明
- 提案难度
- 1 / 5
建议验证方式
Exact match on share count(s) and date to the key's 10-K. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
70% share count(s); 30% date
R05.02.01.02-T03 Decide whether a quarter beat the prior EPS guidance midpoint
原始指令
Issuer in input/cik.txt. From its earnings 8-K exhibits (EX-99.1) on the frozen EDGAR mirror, find the adjusted EPS guidance range it gave for Q2 FY2026 and the actual adjusted EPS it reported. Write output/answer.json {"guidance_mid":x,"actual":y,"result":"beat|miss|inline","delta_cents":z}.
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR
- 交互表面
api· API / SDKbrow· 浏览器- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令nav· 平移 / 缩放 / 滚动- 工作产物
WP12· 答案 / 决策- 条件
- 未声明
- 提案难度
- 2 / 5
建议验证方式
JSON fields equal key (mid to 0.005, delta to 1 cent); guidance must come from the earlier-quarter release (the later release restates the range and is a decoy). Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
30% guidance midpoint; 30% actual; 40% result and delta
R05.02.01.02-T04 Compute FY2025 adjusted EBITDA from the 10-K non-GAAP reconciliation
原始指令
Issuer in input/cik.txt reports non-GAAP measures in its FY2025 10-K MD&A. Rebuild adjusted EBITDA from net income using the company's reconciliation items, cross-check D&A and stock-based compensation against the cash flow statement, and write output/adj_ebitda.xlsx with each item, source page and the total.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Excel
- 交互表面
api· API / SDKterm· 终端desk· 桌面 GUI- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Total within 0.5% of key; each reconciling item equals key; cross-check cells equal CF statement values. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
50% total within tolerance; 30% items correct; 20% CF cross-check
R05.02.01.02-T05 Rank the three largest segments by FY2025 operating income
原始指令
For the issuer in input/cik.txt, use the FY2025 10-K segment note (ASC 280) to list the three segments with the highest segment operating income, with values and the FY2024 comparatives. Corporate/unallocated is not a segment. Write output/segments.csv (segment, fy2025, fy2024).
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Segment names (normalized) and values equal key; order by FY2025 descending. The XBRL dimension members use custom names, so naive tag matching yields wrong labels. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
40% correct three segments in order; 60% values exact (both years)
R05.02.01.02-T06 Discount a lease maturity table and reconcile it to the reported liability
原始指令
For the issuer in input/cik.txt, extract the operating-lease maturity table from the FY2025 10-K lease footnote into Excel, discount it using the disclosed weighted-average discount rate and remaining term, and compare with the balance-sheet operating lease liability (current + non-current). Explain any difference over 2% in a cell comment.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Excel
- 交互表面
brow· 浏览器desk· 桌面 GUI- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
click· 指向与点击type· 文字与表单code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
multiapp· 多应用- 提案难度
- 3 / 5
建议验证方式
Maturity rows (incl. 'thereafter' and imputed interest) equal key; computed PV and reported liability equal key values; difference % within 0.1pp of key. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
40% maturity table exact; 30% PV computation; 30% reconciliation to BS
R05.02.01.02-T07 Find 2026 8-K filings disclosing a material weakness across a watchlist
原始指令
input/watchlist.csv lists 60 CIKs. Using EDGAR full-text search on the frozen mirror (UI or efts endpoint), find every 8-K or 8-K/A filed 2026-01-01 to 2026-09-30 by those issuers whose text contains 'material weakness'. Write output/mw_8k.csv (cik, accession, filed, item_numbers).
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR full-text search · Python
- 交互表面
api· API / SDKbrow· 浏览器- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
AP· API 足够- 交互原语
code· 代码与命令nav· 平移 / 缩放 / 滚动- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Set equality with key on accession (precision and recall); item numbers per filing equal key. Pagination beyond 100 hits is required to reach full recall. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
70% F1 on accession set; 30% item numbers correct
R05.02.01.02-T08 Build a remaining-performance-obligation dataset for six SaaS peers
原始指令
input/saas_peers.csv lists 6 CIKs. From each FY2025 10-K (or latest 10-Q for off-cycle FYs as listed), extract total RPO, the percentage expected to be recognized within 12 months, and current RPO where disclosed. Write output/rpo.csv with value, unit and source accession.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Values equal key per peer; percentages to 1 decimal; issuers reporting only 'approximately X%' must be marked approx=true. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% RPO values; 30% percentages; 10% approx flags
R05.02.01.02-T09 Locate Hong Kong annual reports via HKEXnews and extract headline figures
原始指令
input/hk_watchlist.csv lists 4 HKEX stock codes. Using the HKEXnews title search UI (frozen snapshot site), find each company's 2025 annual report PDF, then extract total revenue and profit attributable to owners (currency and units as stated) into output/hk.csv with the document's news ID.
- 平台
web· 任意系统（网页）- 应用
- HKEXnews · Excel
- 交互表面
brow· 浏览器- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
click· 指向与点击type· 文字与表单nav· 平移 / 缩放 / 滚动- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Values, currency/unit and news ID equal key; supplementary announcements and interim reports are decoys in search results. Snapshot site has no search API; grader logs show UI queries.
建议部分得分
30% correct documents; 50% values and units; 20% news IDs
R05.02.01.02-T10 Read segment backlog values off image-only investor-deck charts
原始指令
Issuer in input/cik.txt filed its investor day slides as EX-99.2 where pages are flattened images. Slide 14 shows a stacked bar chart of backlog by segment for 4 quarters with no data labels. Estimate the 8 segment values from the chart axes and write output/backlog.csv; also record the stated total from the slide footnote.
- 平台
mac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR · Adobe Acrobat Reader
- 交互表面
brow· 浏览器desk· 桌面 GUI- GUI 需求 · 任务设定
G2· GUI 必要- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
vis· 视觉判断nav· 平移 / 缩放 / 滚动- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Each value within +-3% of the key (derived from the source chart data); totals consistent with footnote within 1%. PDF has no text layer for the chart; table-extraction tools return nothing. Terminal, Python and OCR tools are disabled in the agent VM, so values must be read visually in Acrobat or the browser.
建议部分得分
70% values within tolerance (per value); 30% footnote total
R05.02.01.02-T11 Write a peer gross-margin memo with filing citations
原始指令
Three peers in input/peers.csv. Write output/gm_memo.md (<= 400 words) comparing FY2023-FY2025 gross margin, citing each figure with accession number and statement name, and include a table 'Peer | FY2023 | FY2024 | FY2025' in percent to one decimal. State which peer expanded margin most.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令type· 文字与表单- 工作产物
WP01· 文档- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Table cells parsed and equal key to 0.1pp; every figure has a valid accession citation that contains it; named top expander equals key. LLM rubric only for 'no unsupported claims' (10%).
建议部分得分
60% table values; 20% citations valid; 10% conclusion; 10% rubric
R05.02.01.02-T12 Tabulate say-on-pay vote results from 8-K Item 5.07 filings
原始指令
input/watchlist_20.csv lists 20 CIKs. For each issuer's 2026 annual meeting, find the 8-K Item 5.07 and extract say-on-pay votes for, against, abstain and broker non-votes. Compute support % = for/(for+against). Write output/sop.csv; issuers without a 2026 meeting by 2026-09-30 get status 'none'.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 3 / 5
建议验证方式
Row-level equality on vote counts and support % (1 decimal) with key; 'none' status for the key's 2 issuers; 8-K/A amendments supersede originals. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% vote counts; 25% support %; 15% none/amendment handling
R05.02.01.02-T13 Find an XBRL scaling error by comparing tagged values to the rendered table
原始指令
For the 5 10-K filings in input/accessions.txt, compare XBRL-tagged balance-sheet debt facts against the HTML-rendered balance sheet. One filing has a tagging scale/sign error. Identify the accession, concept, tagged value and rendered value, and write output/xbrl_issue.json; open the inline viewer to confirm.
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR · Inline XBRL Viewer · Python
- 交互表面
api· API / SDKbrow· 浏览器- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令nav· 平移 / 缩放 / 滚动vis· 视觉判断- 工作产物
WP12· 答案 / 决策- 条件
- 未声明
- 提案难度
- 4 / 5
建议验证方式
JSON fields equal key exactly (accession, concept, both values). Decoy: a legitimately different 'total debt' non-GAAP figure in MD&A. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
40% correct filing; 30% concept; 30% both values
R05.02.01.02-T14 Compute covenant headroom from a credit agreement exhibit
原始指令
Issuer in input/cik.txt filed its amended credit agreement as EX-10.1 (scanned PDF, 180 pages). Find the maximum net leverage and minimum interest coverage covenants and their definitions (EBITDA add-backs), then compute headroom using the latest 10-Q figures. Write output/covenants.xlsx with thresholds, computed ratios and headroom %.
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR · Adobe Acrobat Reader · Excel
- 交互表面
brow· 浏览器desk· 桌面 GUI- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
nav· 平移 / 缩放 / 滚动type· 文字与表单vis· 视觉判断- 工作产物
WP02· 记录 / 表格- 条件
multiapp· 多应用- 提案难度
- 4 / 5
建议验证方式
Thresholds equal key (incl. step-down for the current quarter); computed ratios within 2% of key using defined add-backs; headroom % within 1pp. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
30% thresholds incl. step-down; 40% ratios per definitions; 30% headroom
R05.02.01.02-T15 List line items recast between the FY2024 and FY2025 10-K
原始指令
Issuer in input/cik.txt recast prior-year figures after a segment reorganization and a discontinued operation. Compare FY2024 income statement and segment figures as originally reported (FY2024 10-K) against the comparative column in the FY2025 10-K, and write output/recast.csv (line_item, original, recast, delta, reason_note_ref).
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 4 / 5
建议验证方式
Set of changed line items equals key (no false positives from rounding < 1 unit); values exact; note references point to the right footnote. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
50% changed-item set F1; 35% values; 15% note references
R05.02.01.02-T16 Derive twelve quarters of revenue for ten companies with fiscal-year mismatches
原始指令
input/universe.csv lists 10 CIKs with different fiscal year ends. Build output/quarterly_rev.csv for calendar quarters 2023Q4-2026Q3: use 10-Q three-month figures, derive Q4 as FY minus nine-month YTD, map fiscal to calendar quarters by period end date, and flag 52/53-week years.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
HY· 混合- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
- 未声明
- 提案难度
- 4 / 5
建议验证方式
120 cells equal key; derived Q4s match key; 53-week flags correct; recast comparatives must not overwrite originally filed values unless the key says so. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% values (per cell); 25% Q4 derivations; 15% calendar mapping and flags
R05.02.01.02-T17 Build a debt maturity ladder across six issuers from their footnotes
原始指令
input/issuers_hy.csv lists 6 CIKs. From each FY2025 10-K debt footnote, extract principal maturities for 2026-2030 and thereafter, including finance leases only where the issuer includes them in debt, then build output/ladder.xlsx with a stacked column chart by year and a check against total principal.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Excel
- 交互表面
brow· 浏览器desk· 桌面 GUI- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
nav· 平移 / 缩放 / 滚动type· 文字与表单click· 指向与点击- 工作产物
WP02· 记录 / 表格- 条件
multiapp· 多应用- 提案难度
- 4 / 5
建议验证方式
Maturities per issuer-year equal key; totals reconcile to disclosed principal (diff 0); chart XML is stacked column with 6 series. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% maturities exact; 20% reconciliation; 20% chart
R05.02.01.02-T18 Build a reconciled free-cash-flow dataset for fifteen software companies
原始指令
input/saas15.csv lists 15 CIKs. For FY2021-FY2025 compute FCF (CFO minus capex incl. capitalized software) and SBC-adjusted FCF, resolving custom XBRL concepts and restated years (use the latest filing presenting each year). Output output/fcf.csv plus output/method.md noting every concept mapping decision.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKterm· 终端- GUI 需求 · 任务设定
AP· API 足够- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令- 工作产物
WP02· 记录 / 表格- 条件
long· 长流程- 提案难度
- 5 / 5
建议验证方式
75 issuer-years compared to key (tolerance 0.5%); capitalized-software inclusion per issuer correct; method.md lists a mapping for each custom concept used (parsed). Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% FCF values; 20% SBC-adjusted; 20% mapping documentation
R05.02.01.02-T19 Assemble a forensic red-flag memo from a 10-K and three 10-Qs
原始指令
Issuer in input/cik.txt. From its FY2025 10-K and 2026 Q1-Q3 10-Qs, determine: DSO trend, allowance for credit losses as % of AR, changes in revenue-recognition policy, any going-concern or substantial-doubt language, auditor change (8-K 4.01) and late-filing notices (NT 10-Q). Write output/redflags.json and a 1-page memo.
- 平台
lin· Linuxmac· macOSwin· Windowsweb· 任意系统（网页）- 应用
- SEC EDGAR · Python
- 交互表面
api· API / SDKbrow· 浏览器- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
code· 代码与命令nav· 平移 / 缩放 / 滚动- 工作产物
WP01· 文档- 条件
long· 长流程- 提案难度
- 5 / 5
建议验证方式
JSON checklist of 6 facts equals key (numeric within 1%, booleans exact, accession cited); memo checked only for consistency with JSON (LLM rubric, 10%). Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
60% six red-flag facts (equal weight); 30% citations valid; 10% memo rubric
R05.02.01.02-T20 Normalize EBITDA between an IFRS 20-F filer and a US GAAP peer
原始指令
Compare the IFRS filer (20-F, input/ifrs_cik.txt) with its US GAAP peer (10-K). Restate the US GAAP peer's EBITDA as if IFRS 16 applied (add back operating lease cost, using the lease footnote) and convert the IFRS filer to USD at the average rate in input/fx_2025.csv. Output output/normalized.xlsx with both EBITDA bases and EV/EBITDA at the snapshot EVs.
- 平台
lin· Linuxmac· macOSwin· Windows- 应用
- SEC EDGAR · Excel
- 交互表面
brow· 浏览器desk· 桌面 GUI- GUI 需求 · 任务设定
HY· 混合- GUI 需求 · 普通权限
G2· GUI 必要- 交互原语
nav· 平移 / 缩放 / 滚动type· 文字与表单- 工作产物
WP02· 记录 / 表格- 条件
multiapp· 多应用long· 长流程- 提案难度
- 5 / 5
建议验证方式
Operating lease cost add-back equals key; converted IFRS EBITDA within 0.5%; normalized multiples within 0.1x of key. Key built from a frozen EDGAR mirror pinned to listed accession numbers, so later filings cannot change the answer.
建议部分得分
30% lease add-back; 30% FX conversion; 40% normalized multiples
已有研究映射
以下沿用研究目录中的基准与小类映射，不是逐题标注、执行记录或产品背书。