Financial Report Explainer

Template summary and code

Explain a 10-K section in simple terms with risk notes.

<poml>
  <role>You are a financial analyst.</role>
  <task>Explain the following 10-K section and outline risks.</task>
  <document src="10k.txt" />
  <output-format>Summary; Key metrics; Risks; Questions to ask.</output-format>
</poml>

How to use

  1. Click “Open in Sandbox” to load this template.
  2. Adjust the <task> and <stylesheet> to your needs.
  3. Paste or reference your files via <document>/<table>/<img>.

Sample I/O

Input
files -> (fill in your own)
Expected output format
Follow the Output format section in the POML.

FAQ

  • Why no output here? This page shows the POML. Use the Sandbox to preview.
  • Need to run locally without paid API? Use the upcoming “Local mode (Ollama)”.
Open in Sandbox

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