Investment Analysis Platform

AI-powered investment analysis using Claude agents to analyze US public companies through SEC filings, guided by a personal investment philosophy.

Features

• Automated SEC Analysis - Collects and analyzes 5 years of 10-K, 10-Q, and 8-K filings
• Specialized Agents - Three agents (Quantitative, Qualitative, Analyst) work in parallel
• Philosophy-Driven - All analysis scored against personal investment principles (ME.md)
• Structured Output - Clear recommendations: Strong Buy / Buy / Hold / Avoid

Quick Start

Prerequisites: Claude Code, uv

Analyze [TICKER] using the investment workflow ultrathink

Example:

Analyze NVDA using the investment workflow ultrathink

How It Works

┌─────────────────────────────────────────────────────────────────────┐
│  PHASE 1: Filing Collection                                         │
│  └─> EdgarTools gathers 5 years of SEC filings                      │
│      Output: filings_list.json                                      │
└─────────────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────────────┐
│  PHASE 2: Parallel Analysis                                         │
│  ┌─────────────────────────┐  ┌─────────────────────────┐           │
│  │   Quantitative Agent    │  │   Qualitative Agent     │           │
│  │   • Revenue & margins   │  │   • Management quality  │           │
│  │   • ROIC & cash flow    │  │   • Risk factors        │           │
│  │   • Balance sheet       │  │   • Red flags           │           │
│  │   • Valuation metrics   │  │   • Competitive moat    │           │
│  └─────────────────────────┘  └─────────────────────────┘           │
└─────────────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────────────┐
│  PHASE 3: Synthesis                                                 │
│  └─> Analyst agent integrates findings                              │
│      • Cross-validates narrative vs. numbers                        │
│      • Scores against ME.md principles                              │
│      • Produces final recommendation                                │
└─────────────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────────────┐
│  PHASE 4: Cleanup                                                   │
│  └─> Removes temporary scripts, preserves analysis outputs          │
└─────────────────────────────────────────────────────────────────────┘

Output Structure

analyses/[TICKER]/
├── filings_list.json        # SEC filing metadata and URLs
├── quantitative_report.md   # Financial analysis (~18-20KB)
├── qualitative_report.md    # Management/risk analysis (~42-45KB)
└── final_recommendation.md  # Investment thesis (~16-18KB)

Investment Principles

All analysis is evaluated against six core principles defined in ME.md:

Principle	Focus
Accountability & Long-Term Thinking	Decade-horizon strategies over short-term tactics
Quality & Discipline	Rigorous research frameworks, not emotion
Curiosity & Independent Thinking	Truth-seeking over consensus following
Collaboration & Perspective	Diverse viewpoints strengthen conviction
Substance Over Hype	Intrinsic value over speculation
Integrity & Transparency	Consistent, ethical decision-making

Example Output

From an actual analysis (MPWR - Monolithic Power Systems):

Criterion	Assessment
Decision	BUY on Weakness
Conviction	Moderate-High
ME.md Alignment	Strong Fit (7.55/10)
Quantitative Grade	A
Qualitative Grade	A-

One-Line Thesis: MPWR is a high-quality analog semiconductor company with durable competitive advantages, exceptional financial metrics, and founder-led management - worthy of ownership at the right price.

The final report includes bull/bear cases, valuation analysis with entry points, position sizing guidance, and monitoring triggers.

Architecture

.claude/
├── agents/
│   ├── quantitative.md   # Financial statement analysis
│   ├── qualitative.md    # Narrative content analysis
│   └── analyst.md        # Synthesis and recommendation
└── skills/
    └── edgartools/       # SEC filing access via EdgarTools

Agent	Purpose	Key Outputs
Quantitative	5-year financial trends	Revenue CAGR, margins, ROIC, FCF, debt ratios
Qualitative	Management & risk assessment	Track record, red flags, competitive moat
Analyst	Final synthesis	Investment rating, ME.md score, action plan

Key Files

File	Purpose
ME.md	Investment principles (guides all analysis)
WORKFLOW.md	Detailed workflow execution instructions
CLAUDE.md	Project guidance for Claude Code

Completed Analyses

The analyses/ directory contains completed company analyses (excluded from git). Each follows the same structured format for consistency.

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Built for use with Claude Code by Anthropic.