How to approach organizing public-market and company research
Define the company, market, period, and metrics you want to examine. Ask for source links and publication dates, and keep historical facts, estimates, and the agent’s interpretation clearly separated.
Example workflows
Summarize company filings and public announcements
Organize market and competitor research
Analyze a supplied dataset or watchlist
A prompt to adapt
Starting brief“Prepare a source-linked overview of the last four quarterly reports for this public company. Summarize revenue, margins, and management guidance by quarter, cite filing sections, and list open questions. Do not make a buy or sell recommendation.”
Review before you rely on the result
Reconcile figures against filings, check reporting periods and units, and independently assess any conclusion before making a financial decision.
Structure AI investment research and due diligence
A due diligence brief distinguishes the investment question from the evidence being reviewed. Track the source and date for every figure, compare consistent reporting periods, and record what remains uncertain or unavailable.
Steps to get a useful result
- Set the company, period, metrics, and research question before collecting sources.
- Compare filings and earnings materials using consistent metric definitions.
- Check calculations and record risks, contradictions, and unanswered questions.
Common questions about AI investment research and due diligence
Can AI analyze company filings?
AI may help summarize supplied filings or public materials, depending on available tools. Confirm figures and quotations directly in the original documents.
Is AI investment research financial advice?
No. Generated summaries are research assistance, not a recommendation to buy or sell. Make decisions from verified information and qualified judgment.
Related guides
MuleRun features and use-case categories can change. See the official MuleRun use-case directory and product feature overview for current details.