Research workflows

Palantir's Q3 2026 GAAP-to-adjusted operating income gap was $342 million. We reconcile stock compensation, payroll taxes and margins with Microsoft context.

Learn to analyze an SEC 10-K with AI using Microsoft's FY2026 filing: business risks, financial statements, cash flow and source checks.

A practical reverse DCF walkthrough using Microsoft's FY2026 free cash flow, a dated November 2026 share price and explicit assumptions.

A practical SEC Form 4 guide using Microsoft and NVIDIA's 2026 transactions to distinguish sales, awards and tax withholding.

Learn how segment reporting reveals the drivers of growth with NVIDIA's FY2027 Q2 Compute & Networking and Graphics figures.

Microsoft's Q1 FY2027 stock-based compensation grew 5.1%, while cash additions to property and equipment more than doubled. What this means for free cash flow.

Use annual report search to find the latest US filing, verify the page where a 10-K figure appears, and compare source-backed figures in one workflow.

Use ChatGPT for financial research with source-backed answers from covered US and Nordic filings, then verify every figure against the filing page.

Use financial research in Claude with Clarifo to pull quarterly US filing figures, compare peers, and cite every number back to source pages.

We show how to evaluate a company financials API for quarterly US coverage, fresh filings, and source-backed statements.

ChatGPT financial research is reliable when each figure links to the filing it came from. We show how to ask and how to verify a figure, using Apple's Q3 FY2026 10-Q.

As of 28 October 2026, 204 S&P 500 companies had reported Q3 2026 and 152 of the 175 with figures grew revenue. We show how we track the season from filings, with PepsiCo, RTX, General Motors and KONE as examples.

A financial data MCP connects Claude or ChatGPT to company filings so answers cite their source. Three setup steps, four starter prompts and a worked Walmart example.

Annual report search works best by concept and with the period pinned. We trace Microsoft's capital expenditures from FY2017 to FY2026 and link each figure to its 10-K.

Use annual report search to open the right filing, check the cited page, and compare companies side by side in Clarifo.

A 10-K search works best when you know which Item holds the answer and search by concept rather than keyword. A map of the 10-K, a worked example tracing JPMorgan Chase's 2025 net interest income to its page, and three prompts for Claude and ChatGPT.

Ten copy-ready prompts for financial research in Claude, grouped by task, each returning figures linked to the filing. Real results shown for Nvidia and Nokia.

An MCP server for financial data should be read-only, cite the filing behind every figure and name the period. We show what that looks like with a real Microsoft FY2026 answer.

A five-step modelling workflow on an equity research data platform: find the filing, pull financials, check segments, compare peers and export, worked through on Apple's FY2025 10-K segment data.

A Nordic financial data API has to handle IFRS, EUR and SEK reporting, half-year reports and year-to-date columns. We explain each, using KONE and Atlas Copco's Q3 2026 reports.

A six-point checklist for checking an AI equity research tool answer against the filing, worked through on Costco's FY2026 revenue, net sales and membership fees.

A company financials API is only as good as its periods, units and sources. Five checks to run before you build on one, shown on Microsoft's fiscal 2026 quarters.

We now make it easier to move from our research to Claude. The workflow is simple: ask Claude to retrieve, compare and structure material from Clarifo, then keep the source trail visible in your notes. Financial research in Claude becomes more useful when the AI can retrieve actual company filings and financial data instead of relying on its training data. With the Clarifo Claude Connector, you can bring Nordic and US company financials, public filings and peer comparisons directly into your Claude conversations.

Anthropic's S-1 runs to hundreds of pages. We show how to find its restricted stock units, the convertible notes behind the $80.7 billion loss and how it compares with a listed company, using Clarifo Search, Claude or ChatGPT.

Nvidia’s filings and results give the figures. We use our workflow to connect those figures to segment mix, customer concentration and capital intensity, so the business behind the numbers becomes clearer.

A practical workflow for using an equity research data platform to search filings, verify numbers, compare peers, and turn source-linked answers into workspaces.

Clarifo is an AI equity research tool built for cited filings, side-by-side company comparisons, and report-ready outputs across Nordic and US markets.

Connect Clarifo to Claude and move from a single question to filing-backed research — reported figures, segment data and source-cited analysis in one workflow.

How to use Clarifo MCP in Claude Connect Clarifo's Nordic and US financial statement data to Claude and query listed companies in natural language.