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Annual Results Alert

Track a watchlist of companies for newly reported annual results and get an analyst-ready summary of the headline figures when a new annual report lands. Keep the watchlist in a Google Sheet (one ticker per row), and each run checks the SEC for newly reported annual figures and emails you only when something new shows up. Note: detects annual (10-K) results only, not intraday 8-K or quarterly filings.

portfolio-trackingearnings-digestsec-filingsclient-report

Track a watchlist of companies for newly reported annual results and get an analyst-ready summary of the headline figures when a new annual report lands. Keep the watchlist in a Google Sheet (one ticker per row), and each run checks the SEC for newly reported annual figures and emails you only when something new shows up. Note: detects annual (10-K) results only, not intraday 8-K or quarterly filings.

Steps
1
Read Watchlist
Google Sheets
2
Iterate Watchlist
For Each
3
Fetch Annual Filing
Sec Filing
4
Check For New Results
EVALUATE
5
New Results To Report?
CONDITION
6
Summarize Results
Ai Text Generate
7
Send Alert
Send Email
8
Record Latest Year
Google Sheets

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