How to Monitor Annual Reports with Claude
Monitor 10-K annual reports with Claude and ToolRouter. Track company financials year over year.
Tool
Claude tracks 10-K filings over multiple years and performs longitudinal financial analysis. It extracts specific metrics, calculates growth rates and margin trends, and asks clarifying questions about which aspects of company evolution matter most for your thesis -- turning annual reports into a multi-year performance narrative.
Connect ToolRouter to Claude
1Go to Settings → Connectors → Add custom connector
2Enter the details below and click Add
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Done — works on Claude chat, desktop, and mobile
Steps
Once connected (see setup above), use the SEC Filings tool:
- Ask Claude: "Find the last 3 years of 10-K filings for Google using sec-filings"
- Claude locates the annual reports on EDGAR
- Ask: "Get the revenue and net income financial facts for those periods"
- Compare year-over-year trends in the data
Example Prompt
Try this with Claude using the SEC Filings tool
Find Google's 10-K filings for the last 3 years. Then extract revenue, net income, and total assets using financial_facts so I can see the trend.
Tips
- Claude can calculate year-over-year growth rates from the financial facts
- Compare annual report metrics across competitors for relative analysis
- Ask for specific line items like R&D spend or operating margins