Felipe Sinisterra · Creator

7 manual analyst tasks you can hand to AI before your next earnings call

Instagram post adapted from a SPECIFIC captured source post — exact-source traceability, like our YouTube flow.

Instagram carousel

Validated — exact source linked@hasantoxr

https://www.instagram.com/p/DZAMn3TmKyu/

Observed format: Single static "listicle reveal" image with a long curiosity-gap caption that teases a numbered list of 10 swaps (each paid tool matched to a free open-source replacement) and bait-style comments debating each swap.

Observed hook: "You can stop paying for Zapier, Slack, Airtable, Calendly, and DocuSign all at once. No downgrades. No feature loss... Here's exactly which 10 open-source tools are killing $100M+ in corporate revenue."

Adaptation: Kept the structure (curiosity hook + hard number + itemized "this replaces that" list + low-friction CTA) but swapped the entire topic from SaaS-vs-open-source to manual-analyst-work-vs-AI-assist. Changed the "kills $100M in revenue" antagonism into a constructive automation-vs-judgment split so it stays educational and risk-aware. Replaced their single static + caption-list with a carousel because finance items need room to show the AI/You contrast per card. All wording, claims, and visuals are original; no tool names, prices, or text from the source were reused. Added explicit no-advice disclaimer and converted the implicit "read the list" into a concrete comment-keyword (TEARDOWN) hand-off.

Cover

Cover slide

Stop doing these 7 analyst tasks by hand.
AI does them in minutes. No shortcuts on the work.
Swipe â†’

Slides

One idea per slide

Slide 1

Stop doing these 7 analyst tasks by hand. AI does them in minutes. The judgment still has to be yours. Swipe â†’

Slide 2

1. Reading a 200-page 10-K cold. AI pulls risk factors, MD&A, and segment notes into a summary. You verify it against the filing.

Slide 3

2. Building a comp table from scratch. AI drafts the peer set and the multiples. You check the peers and the period.

Slide 4

3. Reading earnings call tone. AI flags where guidance language shifted quarter over quarter. You decide if it matters.

Slide 5

4. Tracking insider Form 4 filings. AI lists the transactions and dates. You read the context behind them.

Slide 6

5. GAAP vs non-GAAP bridges. AI lays out the add-backs side by side. You judge whether they are aggressive.

Slide 7

6. Summarizing analyst Q&A. AI clusters recurring questions across quarters. You spot what management keeps dodging.

Slide 8

7. Drafting the first-pass note. AI structures the sections. You write the thesis and own the call.

Slide 9

AI removes the typing and the page-flipping. Not the thinking. Educational only. No buy, sell, or hold. Comment TEARDOWN for the full 10-K prompt sequence.

Caption

Paste under the post

You can stop doing 7 analyst tasks by hand before earnings season.

No skipped reading. No guessing. Just faster prep on the parts that were always grunt work.

Here are 7 manual research steps an AI workflow can take off your plate, and the human judgment that still has to stay yours:

1. Reading a 200-page 10-K cold. AI pulls the risk factors, MD&A, and segment notes into a summary. You still verify against the filing.

2. Building a comp table from scratch. AI drafts the peer set and pulls the multiples. You sanity-check the peers and the period.

3. Transcribing earnings call tone. AI flags where guidance language changed quarter over quarter. You decide if it matters.

4. Tracking insider Form 4 filings. AI lists the transactions and dates. You read the context.

5. Reconciling GAAP vs non-GAAP bridges. AI lays out the add-backs side by side. You judge whether they are aggressive.

6. Summarizing analyst Q&A. AI clusters the recurring questions across quarters. You spot what management keeps dodging.

7. Drafting your first-pass research note. AI structures the sections. You write the thesis and own the call.

The pattern: AI removes the typing and the page-flipping. It does not remove the thinking. Anyone selling you "AI picks the winners" is selling the part that does not exist.

This is educational only. No buy, sell, or hold. No targets. Do your own work on every number.

Want the full 7-step prompt sequence we use for a 10-K? Comment TEARDOWN and we will send it.

Layout

9-slide vertical carousel at 1080x1350. Cover slide: bold stacked headline top-left, "Swipe â†’" cue bottom-right. Slides 2-8 are a consistent template: large green number top-left, the manual task as a bold one-liner, then a two-part split below ("AI does:" / "You do:") so the automation-vs-judgment contrast is visual on every card. Slide 9 is the recap plus disclaimer plus CTA, same grid as the cover for bookend symmetry.

Design notes

WSP near-black background (#0B0F0E) with WSP green (#16E07A / accent) used only for the slide number, the "AI does" tag, and the swipe/CTA cue. Body and headlines in Montserrat: Bold for task lines, Medium for the AI/You split, SemiBold for numbers. Generous margins, left-aligned text, single accent color discipline (no rainbow). Thin green hairline divider between the "AI does" and "You do" halves on each task card to reinforce the split. No stock photos, no logos of named tools, no emojis.

Why this works

The source wins on a curiosity-gap "replacement list" with a hard number (10) and a debatable swap-by-swap structure that pulls comments ("X kills Y?"). That same engine works for finance: a numbered list of "manual task -> AI handles it" is inherently swipeable, screenshot-worthy, and debate-friendly (analysts will argue which steps AI should or shouldn't touch). It fits WSP because it lets us showcase concrete analyst workflows (10-Ks, comps, Form 4s, GAAP bridges) while staying anti-hype: every card explicitly keeps the judgment with the human, which is the opposite of guru "AI picks winners" claims.

CTA

Comment-keyword mechanic adapted from the source's implicit "here's the list" tease: "Comment TEARDOWN and we will send the full 7-step prompt sequence we use for a 10-K." Keyword reply drives comments and a DM hand-off.