Built for serious retail investors

Read any SEC 10-K in 5 minutes, not 5 hours.

FilingBrief is 8 due-diligence skills for Claude and ChatGPT. Annual reports, earnings calls, insider trades, ETF holdings — every signal in your filings, structured and cited. One-time payment. Lifetime access.

Get instant access — $97 See real output ↓

Not ready to buy? Get the 10-K Analyzer skill free →

Launch pricing: first 100 buyers · regular $147 → $97 today

Works on Claude.ai, Claude Code & ChatGPT (Plus, Pro)

One-time payment — no subscription, no API keys, no upsells

30-day no-questions-asked money-back guarantee

~/claude/skills/10-K-analysis.md

# 10-K Analysis — NVIDIA (FY2026)

Filed: Feb 21, 2026 · Auditor: PwC · Citations: p.NN

Snapshot

Designs GPUs and data-center accelerators. FY26 revenue rose to $130.5B, up 114% YoY (p.42). Data Center segment now ~88% of total revenue. Three structural risks dominate.

Risk factors — High

Export controls on China REWORDED
(p.18) — cites "removed multi-billion-dollar markets"

Supplier concentration (TSMC) (p.21) — no second source for leading-edge

Customer concentration (p.27) — top-4 customers each >10% of revenue

Red flags & accounting notes

Inventory up 60% YoY vs revenue +114% (Note 5) — pre-Blackwell positioning per MD&A

No auditor change. No restatement. No going-concern language.

Why FilingBrief exists

What changes when the filing
does the work for you.

Without FilingBrief

Reading 10-Ks by hand

✕4-8 hours per 10-K. You skim what you should read.
✕Miss the buried Item 1A change — the one that mattered.
✕Pay $240/yr for Seeking Alpha summaries that say nothing specific.
✕Tabs across 6 SEC pages just to find one disclosure.
✕Bloomberg costs $25,000/year. Not happening.
✕ChatGPT hallucinates the page number you needed.

With FilingBrief

Reading filings with discipline

✓5-minute brief on any 10-K, with page citations.
✓Year-over-year diff surfaces every new or reworded risk.
✓Watchlist scan tells you what filings dropped this week.
✓Insider trades read with 10b5-1 detection — no false signals.
✓$97 one-time. Yours forever. No subscription.
✓Every figure traceable to its source. Zero hallucinations.

3 real workflows

What you actually do with FilingBrief.

Concrete scenarios, not abstract features. This is what most buyers use it for in the first week.

"Should I buy this stock?"

You heard about a name on a podcast. Drop the 10-K into Claude with FilingBrief installed, get a ranked-risk brief with page citations, 3-year revenue trend, and 5 questions worth asking. Time: 12 minutes.

→ 10-K Analyzer

"What did my watchlist do this week?"

Run the SEC Filings Monitor on your 10-25 tickers every Sunday. Get a chronological feed of 8-Ks (with item numbers), 10-Qs, proxy filings — surfaces the regulatory story before the price story. Time: 8 minutes.

→ SEC Filings Monitor

"Are insiders actually buying?"

Give the Insider Trades Scanner a ticker. Pull the last 12 Form 4 filings, separate genuine open-market buying from RSU mechanics, distinguish 10b5-1 plans from discretionary trades. Time: 4 minutes.

→ Insider Trades Scanner

What's inside

8 skills. Two archetypes.
Every retail-DD workflow covered.

Each skill is a disciplined, citation-first analytical workflow that runs natively inside your Claude or ChatGPT.

Live SEC data · runs against EDGAR

Bundled Python scripts (stdlib only, no API keys) pull current filings on demand.

Insider Trades Scanner

Live SEC Form 4 filings. Clustered buying detection, 10b5-1 plan filter, signal level with stated reason.

Live SEC data

SEC Filings Monitor

Watchlist of 1-25 tickers. 10-K, 10-Q, 8-K, S-1, proxy feed. Restatement & auditor-change alerts.

Live SEC data

ETF Holdings Drill

Real NPORT-P holdings. Top positions, concentration metrics, country & asset breakdown, hidden cash detection.

Live SEC data

Document analysis · drop any filing in

Paste or upload the source document. Get a structured brief with page citations.

10-K Analyzer

200-page annual reports compressed to ranked-risk briefs with page citations. Year-over-year diff included.

Document

Earnings Call Digest

60-minute calls in 3-minute decision briefs. Guidance changes, Q&A signals, tone shifts with verbatim quotes.

Document

Sector Comparator

2-5 competitors side-by-side. Margins, leverage, segment overlap, risk overlap. Normalized currencies and fiscal years.

Document

IPO Due Diligence

S-1 prospectus, structured deal sheet. Deal mechanics, dilution math, lock-up calendar, IPO-specific risks.

Document

Cap Table Reconstructor

Real dilution surfaced. RSU overhang, in-the-money options, convertibles, warrants. Pro-forma diluted count computed.

Document

Real outputs

This is what every analysis
actually looks like.

Each output is a real example, generated from real data. Every figure is cited. Nothing is invented.

Earnings Call Digest

# NVIDIA Q1 FY27 — TL;DR

• Revenue $82B (+85% YoY), 3rd consecutive acceleration
• Q2 guided $91B ±2%, implies +11% sequential
• Dividend quintupled $0.01 → $0.25; $80B new buyback
• VeraRubin production Q3 2026, 35× inference uplift
• Zero China data center compute in any guidance

Insider Trades Scan

# NVDA — 12 Form 4 filings, March 2026

• Open-market buys: 0
• Open-market sells: 6 insiders, $108M total — every sale shows 10b5-1 fingerprints (multi-lot intraday, indirect entities)
• CEO Huang's $79.7M is RSU tax withholding (F), not a sale
• Jensen Huang's 58.96M G entry is trust re-titling, zero economic change

Signal: Low, annual RSU-vest mechanics, not discretionary trading.

ETF Holdings Drill

# QQQ — Invesco QQQ Trust

Holdings as of 2025-12-31 · Net assets: $407.7B · 101 positions

#	Holding	% NAV
1	NVIDIA	9.03%
2	Apple	8.01%
3	Microsoft	7.17%
4	Amazon	4.92%
5	Tesla	3.97%

Top-10 concentration: 49.46% of NAV.

SEC Filings Monitor

# Watchlist: 3 tickers, 60 days

2026-05-21 · GOOGL · 8-K · Items 8.01,9.01
2026-05-20 · NVDA · 10-Q
2026-05-20 · NVDA · 8-K · Items 2.02,9.01
2026-05-14 · MSFT · 8-K · Items 5.02,9.01
2026-05-12 · NVDA · DEF 14A
2026-04-30 · GOOGL · 10-Q
...

15 filings · 1 executive departure flagged (MSFT)

Why I built FilingBrief.

I used to spend Sunday afternoons reading 10-Ks by hand. Four hours per filing.

After a year, I'd analyzed maybe 60 companies. I knew the right questions to ask. My time was the bottleneck.

I tried Seeking Alpha for $240/year. The summaries said nothing specific. I tried ChatGPT raw, it hallucinated the page numbers I needed. Bloomberg was $25,000/year, not happening.

So I built a disciplined reading system on top of Claude — one that never invents a number, always cites the page, and never recommends a stock. After six months refining it on my own portfolio, I packaged it. FilingBrief is what I wish I had three years ago.

— Philippe, builder of FilingBrief

Early reactions

From the first users.

More reviews coming as the pack lands in more portfolios. Reach out if you'd like an early copy in exchange for a public note.

"After six months on my own portfolio, the time I save isn't just hours — it's the confidence to actually do due diligence on names I'd previously skip."

Philippe

Builder · launch note

Customer review coming after launch

Try before you buy

Get the 10-K Analyzer skill free.

The most popular skill in the pack, in a lite version, instantly. No credit card. Use it on any 10-K tonight and see for yourself.

Get the free 10-K Analyzer skill →

No credit card. Instant download. Your email starts a short weekly workflow-tip series (unsubscribe anytime).

Setup

Three minutes to install.
Years of leverage.

Buy & download

One zip file. All 8 skills. Instant delivery to your email after purchase.

filingbrief-pack.zip · 130 KB · No accounts, no API keys

Install on your AI

Upload to Claude.ai → Settings → Skills, drop into Claude Code (~/.claude/skills/), or paste into a ChatGPT Project. Three minutes total.

Works on: Claude Pro · Claude Max · Claude Code · ChatGPT Plus

Start analyzing

"Analyze this 10-K." · "Are insiders buying NVDA?" · "What's in QQQ?" The skills trigger automatically.

First analysis tonight. Every analysis from now on, in minutes.

Included with Complete + Bonus

50 ready-to-use prompts.
5 worked case studies.

Pre-engineered prompts for every retail-DD scenario, plus five end-to-end walkthroughs on real data: NVIDIA, QQQ vs ARKK, IPO prospectus, red-flag detection, earnings-week monitoring.

50 copy-paste prompts, grouped by scenario (research, earnings, insiders, IPO, ETF)
1-page printable cheatsheet
5 case studies, real tickers, real data, real workflows
Free updates as new bonus content is added

📁 bumps/

└─ prompts/

├─ 50-prompts.md (7.2k words)

└─ cheatsheet.md (1 page)

└─ case-studies/

├─ 01-nvidia-full-dd.md

├─ 02-ipo-walk-through.md

├─ 03-reading-red-flags.md

├─ 04-etf-comparison.md

└─ 05-earnings-week.md

What's inside

Four ways in. Same disciplined toolkit.

Start free, or jump straight to the full research desk. Every tier ships native for Claude and as ChatGPT Project instructions.

FBFilingBrief 1 / 8

📄10-K Analyzer

📞Earnings Call

🔍Insider Trades

📊Sector Compare

📈IPO Diligence

💧Cap Table

📡Filings Monitor

🎯ETF Holdings

Free Edition

Free

The most popular skill, yours to keep. Read any 10-K with ranked risks and page citations.

Get the free skill

FBFilingBrief 3 / 8

📄10-K Analyzer

📞Earnings Call

🔍Insider Trades

📊Sector Compare

📈IPO Diligence

💧Cap Table

📡Filings Monitor

🎯ETF Holdings

Starter

$47

The 3 core skills for single-name research: annual reports, earnings calls, insider activity.

Get Starter — $47

One payment. Yours forever.

No subscription. No API key. No data harvesting. Pay once, use as long as Claude and ChatGPT exist.

	FilingBrief	Seeking Alpha Premium	Bloomberg Terminal	Reading by hand
Price	$97 once	$240/year	$25,000/year	Free (your time)
Time per 10-K	5 min	Their summary, your read	20-30 min	4-8 hours
Page citations on every claim	✓	—	Partial	If you make them
Year-over-year risk diff	✓	—	—	Hours
Live insider-trade scan	✓	Lagged	✓	Manual
Real ETF holdings drill	✓	Limited	✓	Hours
Recurring fee	Never	Forever	Forever	—
Runs on AI you already pay for	✓	—	—	—

Starter

The 3 foundational skills to start with confidence.

$ 47

one-time · lifetime access

10-K Analyzer
Earnings Call Digest
Insider Trades Scanner
Claude + ChatGPT versions
30-day money-back

Start with Starter — $47

Complete

All 8 skills. Everything you need for retail due diligence.

$ 97 $147

Launch pricing · one-time · lifetime access

Everything in Starter, plus:
Sector Comparator
IPO Due Diligence
Cap Table Reconstructor
SEC Filings Monitor
ETF Holdings Drill
30-day money-back

Get Complete — $97

Complete + Bonus

Everything, plus 50 prompts and 5 worked case studies.

$ 147

one-time · lifetime access

Everything in Complete, plus:
50 ready-to-use prompts
1-page printable cheatsheet
5 worked case studies on real data
Free updates on bonus content
30-day money-back

Get the playbook — $147

If FilingBrief doesn't save you 3 hours in the first week, I refund you.

30 days, no questions asked. Email me, I refund. I'd rather have a happy refund than an unhappy customer, and the product is good enough that I rarely have to.

FAQ

Honest answers.

How quickly do I get the files after purchase?

Instantly. Gumroad delivers the download link to your email within seconds of payment confirmation. From there, installation takes about 3 minutes.

Will this work on free Claude or free ChatGPT?

No. The skill format requires Claude Pro / Max / Code, or ChatGPT Plus. If you're not already on one of those, FilingBrief isn't for you yet, but you probably already pay for one (or both). FilingBrief makes that subscription dramatically more useful.

Do I need to know how to code?

No code required for 5 of the 8 skills. For the 3 live-data skills (Insider Trades Scanner, SEC Filings Monitor, ETF Holdings Drill), there's a single Python script you run with one command, no setup, no packages to install. If you can copy-paste, you can use it.

Is this investment advice?

Explicitly no. FilingBrief is educational tooling. It analyzes documents and public data, it does not recommend buying or selling anything. Page citations included so you can verify everything yourself.

What if Claude or ChatGPT updates and breaks the skills?

Highly unlikely. Claude's skill format is a stable Anthropic product. ChatGPT Project Instructions have been supported for years. The Python scripts use the free public SEC EDGAR API, which has been stable since the 1990s. If anything breaks, I push a free update.

What's the difference between Starter, Complete, and Complete + Bonus?

Starter ($47) is the 3 core skills (10-K, earnings call, insider trades), enough for most single-name research. Complete ($97) adds the 5 advanced skills (sector comparison, IPO due diligence, cap-table reconstruction, watchlist monitor, ETF holdings drill), the full retail-DD desk. Complete + Bonus ($147) adds 50 ready-to-use prompts and 5 worked case studies on real tickers, the "playbook" version. Most buyers choose Complete.

Can I share with friends or colleagues?

The license is single-user, no redistribution. If a friend wants it, the easiest path is for them to buy a copy directly. I'll likely launch an affiliate program at 40% commission soon. If you're interested, email me.

What's the refund policy?

30 days, no questions asked. Email me, I refund. Genuinely, I'd rather have a happy refund than an unhappy customer.

Who built this and why?

I'm a retail investor who spent too many Sunday afternoons reading 10-Ks by hand and got tired of paying $240/year for Seeking Alpha summaries that said nothing specific. FilingBrief is the tool I built for my own portfolio. After six months of refining it on real filings, I packaged it because every serious retail investor I know has the same problem.

Read any SEC 10-K in 5 minutes, not 5 hours.

Snapshot

Risk factors — High

Red flags & accounting notes

What changes when the filingdoes the work for you.

Reading 10-Ks by hand

Reading filings with discipline

What you actually do with FilingBrief.

"Should I buy this stock?"

"What did my watchlist do this week?"

"Are insiders actually buying?"

8 skills. Two archetypes.Every retail-DD workflow covered.

Live SEC data · runs against EDGAR

Insider Trades Scanner

SEC Filings Monitor

ETF Holdings Drill

Document analysis · drop any filing in

10-K Analyzer

Earnings Call Digest

Sector Comparator

IPO Due Diligence

Cap Table Reconstructor

This is what every analysisactually looks like.

# NVIDIA Q1 FY27 — TL;DR

# NVDA — 12 Form 4 filings, March 2026

# QQQ — Invesco QQQ Trust

# Watchlist: 3 tickers, 60 days

Why I built FilingBrief.

From the first users.

Get the 10-K Analyzer skill free.

Three minutes to install.Years of leverage.

Buy & download

Install on your AI

Start analyzing

50 ready-to-use prompts.5 worked case studies.

Four ways in. Same disciplined toolkit.

One payment. Yours forever.

Starter

Complete

Complete + Bonus

If FilingBrief doesn't save you 3 hours in the first week, I refund you.

Honest answers.

Stop reading 10-Ks like it's 1999.Start tonight.

What changes when the filing
does the work for you.

8 skills. Two archetypes.
Every retail-DD workflow covered.

This is what every analysis
actually looks like.

Three minutes to install.
Years of leverage.

50 ready-to-use prompts.
5 worked case studies.

Stop reading 10-Ks like it's 1999.
Start tonight.