The AI Annual Report Research Kit
You do not need to read all 200 pages of an annual report. You need to know what to look for, which questions to ask and where to verify the answers.
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Why This Matters
Annual reports are long, and the useful parts are easy to miss. AI can find information faster, but it cannot replace your judgment, so this kit pairs every prompt with a way to verify the answer: ask for the exact PDF page, then open that page yourself.
What's Inside
Part 1 gives the five questions every investor should ask: how the company makes money, what the biggest risks are, where the debt is, what changed compared with last year, and what management is not talking about. Part 2 is a master research prompt that analyses the report across eight areas, from business model and cash flow to red flags and future growth, with an executive summary, a comparison table and questions to investigate next.
Part 3 is a company comparison prompt for two annual reports, and Part 4 is a checklist of what to confirm before you finish researching. The kit ends with a five-step way to use it and a reminder to verify figures against the original report.
"Explain this company's business model in simple language. What products or services does it sell, who are its customers, what are its main revenue sources, and which segments contribute the most to revenue and profits?"
"Cite the exact PDF page number for every important factual observation. Distinguish reported facts from your interpretation. Never invent financial figures. Do not give a buy or sell recommendation."
Who This Is For
Investors and students who want to read annual reports faster and more critically, without relying on summaries from other people.
FAQ
Is this really free?
Yes. Enter your name and email and you get instant access to the PDF, with no card needed.
Do I need to upload the annual report?
Yes. Use an AI tool that supports document uploads and the company's official annual report from its website or a stock exchange filing, so the answers come from the source document.
How do I know the AI did not make a mistake?
The prompts ask for the exact page number for every important fact. Open those pages and check them. Treat anything without a page reference as unverified.
Is this investment advice?
No. It is an education resource and the prompts explicitly avoid buy or sell recommendations. AI cannot replace your own judgment.