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Add Equity Tear Sheets cookbook - #79
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georgeatparallel merged 2 commits intoOct 28, 2026
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A CSV of public companies in, a cited two-page PDF tear sheet per company out. Five focused Task runs per company in one Task Group (profile, financials, market, news, signals) plus a pro thesis run on their facts. Derived metrics, headlines and arithmetic checks are computed in Python, and a research basis page shows every field's citations, reasoning and confidence. Includes a 23-company sample CSV, three sample PDFs and the raw research behind one of them. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
georgeatparallel
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Oct 28, 2026
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What this adds
A new Python recipe,
python-recipes/parallel-tear-sheets. A CSV of public companies goes in, and a cited two-page PDF tear sheet per company comes out, plus a third page showing the research basis behind every field.How it works
coreruns: profile, financials, market, news and signals. As soon as those finish, aprothesis run starts with their facts as its input.sec.govplus the company's own site. News is limited to the last 90 days withafter_date.Sample input and output
companies.csv: 23 deliberately different companies, including a bank, an insurer, a REIT, a utility, an airline, a pre-revenue biotech, a recent IPO, and EUR, JPY, GBP, TWD and CNY reporters.sample/: the NVIDIA, LVMH and JPMorgan PDFs, plusNVDA.jsonwith the raw Task results (citations, reasoning, confidence). Verbatim page excerpts are stripped from the JSON.Testing
.envfiles are committed.Notes for review
README.md(Data Enrichment table),python-recipes/README.md, andwebsite/cookbook.json.cookbook.jsonvalidates against its schema.brew install pango; the script finds Homebrew's copy without any extra setup.TEARSHEET_FONT_DIRopts into them locally.🤖 Generated with Claude Code