How to Research Quarterly Earnings with Claude
Research quarterly earnings with Claude and ToolRouter. Track 10-Q filings and financial metrics.
Tool
Claude builds quarterly earnings analysis from raw EDGAR data, extracting financial facts and calculating sequential trends that reveal inflection points. It compares quarter-over-quarter and year-over-year growth, identifies margin patterns, and asks follow-up questions to align the analysis with your specific investment framework.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
Steps
Once connected (see setup above), use the SEC Filings tool:
- Ask Claude: "Find the last 4 quarterly (10-Q) filings for Amazon using sec-filings"
- Claude locates the 10-Q filings on EDGAR
- Ask: "Extract revenue and operating income for each quarter"
- Analyze the quarterly trend and sequential changes
Example Prompt
Try this with Claude using the SEC Filings tool
Find Amazon's last 4 quarterly filings (10-Q). Extract revenue, operating income, and free cash flow for each quarter to show the trend.
Tips
- Claude can calculate quarter-over-quarter and year-over-year growth rates
- Ask for sequential trends to catch inflection points early
- Compare quarterly metrics across competitors for market share analysis