Research a stock from the filings and the notes you already pay for
Your AI reads the 10-Q, the call, and your broker’s sell-side notes, then hands you a sourced brief before the open.
Read an earnings print and the gated research, before the open
Use Actionbook to give me a pre-market read on NVDA after last night’s earnings. Read the 10-Q and release on SEC EDGAR, the call transcript, and the sell-side notes and paywalled coverage I’m logged into. I want the figures that matter and what the analysts I follow are actually saying, as a quick read before the open.
ChatGPT
3 Tool Calls · 1 MessageHere’s my plan:
- 1.Open NVDA on SEC EDGAR: pull the Q1 FY27 10-Q and the earnings release.
- 2.Read the earnings call transcript for the guidance and what management flagged.
- 3.Open your broker’s research portal and read the latest sell-side notes.
- 4.Open the paywalled WSJ and FT coverage you’re signed into.
- 5.Compare the print and the guide against consensus estimates.
- 6.Pull the figures and write the read.
Starting now.
Read the 10-Q and release on SEC EDGARRead your broker’s sell-side notes
Open the paywalled WSJ coverageComparing the print to consensus estimatesWriting the brief and exportingHere’s the read, before the open.
| Brief finding | Figure | Signal | Source |
|---|---|---|---|
| Data center nearly doubledAI capex from the hyperscalers still ramping | $75.2B · +92% YoY | Beat | |
| Next quarter’s guide is the real tellThe print was strong; the read is in the outlook | $91.0B ±2% | In line | |
| Capital return stepped upDividend raised, buyback expanded | Div 25× · +$80B | Bullish | |
| Strong print, stock still slidSell-side reads the beat as already priced in | Decel risk flagged | Caution |
A sourced brief from the research you already pay for.
Your AI reads the filing and your broker’s notes, then hands you the call before the open.
Hits the paywall and the broker login wall, so it gives you public headlines.
Reads the 10-Q, the call, and your broker’s notes in your own session.
Summarizes a press release it found, missing what the call actually said.
Pulls each figure with a cite back to the page it came from.
No read on what the sell-side actually changed.
Surfaces the estimate revisions from the notes you’re licensed to see.
Search the research you pay for.
Your whole research desk.
The earnings brief is just the first job. Each one reads the gated research other tools can’t reach.
Pre-earnings brief for your whole watchlist
Use Actionbook to build a pre-earnings brief for [tickers] reporting this week. For each, read the last 10-Q and call on SEC EDGAR plus the sell-side notes and paywalled coverage I’m logged into, and give me one row per name: consensus, the bull and bear case from the notes, and the number that would move the stock. Cite the source doc on every line.
What changed across your broker’s notes this week
Use Actionbook to open my broker’s research portal and read every new or revised note on [ticker / sector] from the past week. Give me one row per analyst: their rating, the price-target change, and the reason in their own words, with a link to the note. Flag any rating that flipped.
Read what the summary skips
Use Actionbook to open [ticker]’s latest 10-K on SEC EDGAR and read it in full: pull the new or reworded risk factors versus last year, the MD&A on margins and segment mix, and any change in the footnotes. One row per item, each with the section and page it came from.
Frequently asked questions about equity research
What people ask before trusting an AI to read the filings and the notes.