This question used to take an analyst days to answer:
How did this business evolve over the last 10 years and what drove the changes in revenue, margins, and cash flow?
To answer it, you had to figure out:
Where growth really came from :organic growth, acquisitions, pricing, volume?
Why margins changed: Operating leverage, accounting, or temporary effects.
Where the cash actually went : reinvestment, acquisitions, buybacks, or dilution.
It means digging through 10 years of filings, rebuilding the financial history, and turning it all into one clear memo.
Now you can get that first pass with one command in Claude.
In this article, I’ll show you how to build this workflow once, then reuse it every time you start researching a new stock.
Turn 10 years of financials into one clear story
Here’s what the output looks like in practice:
With one command inside Claude, ran on Netflix.
Claude generate a report covering years of financial history that explains:
why EBIT margin expanded from 4.3% to 29.5%
why the first positive FCF year was partly a timing effect
why Netflix could report rising profits while still burning cash
which years actually changed the story, and which were just temporary noise
So next time you research a business, let Claude do the digging so you can spend more time thinking about whether the business is actually worth owning.