the method

how a report is made.

Johannes Vermeer, Woman Holding a Balance, c. 1664, detail · National Gallery of Art

what a report is

A skeptical analyst's reading of one company's latest filings: two judgments, on the business's trajectory and on its financial resilience; the bottom line and what changed; the key findings, each with the strongest counterpoint and what would prove it wrong; and what to watch, with dates. It judges the business, never the shares.

It is written and checked with Anthropic's Claude models. It states each fact exactly as firmly as its source does, cites the passage behind each claim, and marks its own arithmetic as its own.

what it reads

  • The company's latest 10-Q or 10-K, whole; beside a 10-Q, its latest 10-K, whole; and any amendments to them.
  • Every 8-K the company filed in the quarter, with its exhibits (the earnings release among them), and those filed since.
  • The earnings call's transcript, when there is one.
  • Viridis's last report on the company, when there is one: a new report opens by checking what the last one said to watch.
  • Figures computed from the SEC's own structured data and from insiders' Form 4 filings: the key financials, the financial-health lines, seventeen red-flag checks, and insiders' trades with the pre-arranged plan sales apart.

how it is checked

  • Every citation is checked to point at a passage that exists.
  • A second pass reads each claim beside the passages it cites and corrects what they contradict, word for word. A claim it cannot correct that way is taken out of the report.
  • Each report's page says what the check found and how many of its figures appear in the passages it cites, and opens every citation's passage, with a link to the filing on the SEC's site.

the standard it is held to

A careful analyst's standard: claims tied to the passages they rest on, figures checked against the filings, and the claims read again beside their sources before a report is published. We work with the most capable AI models available and keep testing the reports against the filings themselves; in those tests, serious errors are rare.

It is still AI, and AI can be wrong. That is why a report asks for no blind trust: its citations open the passages they rest on, every report shows how its own figures checked out, and each says plainly what it could not find.

what it does not do

  • No valuation, price targets or advice: it is informational research from public filings.
  • Only US companies that file 10-Ks and 10-Qs: not funds or ETFs, and not foreign companies that file 20-Fs.
  • It does not replace your judgment: it is research held to a high standard, with its sources one click away.

Updated October 26, 2026.