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The Prompt to Run Before You Read a 10-K

Carousel — cover + one idea per slide + caption. This is a post, not a video script.

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Slides

One idea per slide

Cover
DON'T SUMMARIZE
A 10-K.

A summary hides
the one thing you came for:
what changed.

The 3-list prompt to run
before you read a page.
(swipe)
Slide 1
DON'T SUMMARIZE A 10-K.

A summary hides the one thing
you came for: what changed.

The 3-list prompt to run
before you read a single page.

AI sorts. You judge.
(swipe)
Slide 2
THE MISTAKE EVERYONE MAKES

You paste the filing and type:
"Summarize this 10-K."

The failure mode:
you get a clean paragraph
that reads like every other year.

The reworded risk? Gone.
The restated number? Smoothed over.
Slide 3
WHY SUMMARIES FAIL HERE

A 10-K is mostly the same
as last year's, on purpose.

The signal is in the diff:
-> what got added
-> what got dropped
-> what got quietly reworded

A summary averages all that away.
Slide 4
GIVE AI A SORTING JOB

Not "tell me what this says."
Instead: "sort this into 3 lists."

-> Feed it this year + last year's filing
-> Tell it: sort, do not conclude
-> Page citation on every line

No citation = it doesn't go on a list.
Slide 5
LIST 1 -> WHAT CHANGED

Every item that differs from
last year's filing.

-> New language or new disclosures
-> Language that disappeared
-> Numbers that were restated
-> Each one with the page cited

This is the only list AI writes alone.
Slide 6
LIST 2 -> WHAT MATTERS

Of the changes, which ones
touch the thesis?

-> Revenue mix and margins
-> Debt and maturities
-> Guidance and segment detail

You rank these. AI does not decide
what counts as material.
Slide 7
LIST 3 -> WHAT NEEDS VERIFYING

Every figure pulled from the filing:

-> Source + page + date, or it's unconfirmed
-> "Unclear" is a valid answer
-> Unclear goes on a follow-up list

You check these against the
primary filing before you trust them.
Slide 8
THE DIVISION OF LABOR

AI sorts the pages.
You read the few that earned it.

AI does NOT decide:
-> if the changes are good
-> what they are worth
-> whether you act

AI builds the read. You own the thesis.
Save this. Run it on your next filing.

Educational only. Not advice.

Caption

Paste under the carousel

A 10-K is hundreds of pages and maybe five that move a thesis. Asking AI to summarize it is the one request that buries those five.

A summary smooths everything into one tidy paragraph. But a 10-K is built to look like last year on purpose. The signal lives in the diff, and a summary averages the diff away.

So before you read a page, give AI a sorting job instead:

1. What CHANGED: every item that differs from last year, with the page cited. 2. What MATTERS: of those changes, the ones that touch revenue, margins, debt, or guidance. You rank them. 3. What needs VERIFICATION: every figure gets a source, a page, and a date, or it goes on a follow-up list before you trust it.

Notice what AI is not doing: it is not deciding if the changes are good, what they are worth, or what you should do. That stays with you.

AI sorts the pages. You own the thesis.

Save this one and run it on your next filing.

Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source filing.

Design notes

9 slides total (cover + 8 numbered teaching slides), 4:5 portrait. Consistent near-black background (#0B0E0C) with WSP green (#16C172) as the single accent. Cover: heavy condensed headline, the word DON'T in green, a muted-gray sub-line, and a green "(swipe)" bottom-right. Body slides: each opens with a short caps label/title (green for the three list slides 5-7, off-white for the others), then an arrow-list set in off-white grotesk with generous line spacing. Slides 5, 6, 7 share an identical layout template so the three lists read as a set. Slide 8 uses a two-column feel: "AI sorts" vs "You own" implied through the copy, closing line in green. Persistent footer on every slide: @wallstreetprompt handle bottom-left, small slide number or bookmark glyph bottom-right. No boxes, no gradients, no stock icons. Arrows are plain -> in green. Disclaimer set small and muted on the final slide.

CTA

Save this and run it on your next filing.

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