Subscribe to WealthyBear
<100 subscribers
<100 subscribers
I remember my early days of investing: dozens of apps open on my phone, flashing charts on my computer screen, wild predictions from anonymous accounts on social media... I felt less like an investor and more like an air traffic controller having a panic attack.
Constantly watching the screen was exhausting, stressful, and unsustainable. Moreover, it didn't take long for me to realize a painful truth:
By the time it hits the news sites, the news is already priced in (You are too late).
When you look at rumors, you become a victim of manipulation (You are taking unnecessary risks).
So, how could I shut out the noise and access pure information—before everyone else? To do this, I developed a 3-step system I call "Investor Relations + AI."
Today, I am telling you about this method that will take your financial literacy to the next level and save you hours every day.
News sites take information, interpret it, and serve it to you. In this process, information can be distorted or delayed. However, the cleanest water is drunk at the source.
On the website of every company you invest in (whether it's Apple, Tesla, Microsoft, or Coca-Cola), you will usually find an "Investor Relations" tab at the bottom. This is the place where the company is legally required to be honest with its investors.
These pages do not contain fancy marketing slogans; instead, they hold:
Official Press Releases,
Mandatory forms submitted to the SEC (Securities and Exchange Commission), such as
I remember my early days of investing: dozens of apps open on my phone, flashing charts on my computer screen, wild predictions from anonymous accounts on social media... I felt less like an investor and more like an air traffic controller having a panic attack.
Constantly watching the screen was exhausting, stressful, and unsustainable. Moreover, it didn't take long for me to realize a painful truth:
By the time it hits the news sites, the news is already priced in (You are too late).
When you look at rumors, you become a victim of manipulation (You are taking unnecessary risks).
So, how could I shut out the noise and access pure information—before everyone else? To do this, I developed a 3-step system I call "Investor Relations + AI."
Today, I am telling you about this method that will take your financial literacy to the next level and save you hours every day.
News sites take information, interpret it, and serve it to you. In this process, information can be distorted or delayed. However, the cleanest water is drunk at the source.
On the website of every company you invest in (whether it's Apple, Tesla, Microsoft, or Coca-Cola), you will usually find an "Investor Relations" tab at the bottom. This is the place where the company is legally required to be honest with its investors.
These pages do not contain fancy marketing slogans; instead, they hold:
Official Press Releases,
Mandatory forms submitted to the SEC (Securities and Exchange Commission), such as
8-K forms that report unscheduled material events.
Bookmark these pages. But you don't have to check them one by one every day. Because the second step comes into play.
Do not use your personal email address. Financial reports will get lost among bills and spam.
Create a new email address just for tracking investments.
Go to the "E-mail Alerts" section on the "Investor Relations" pages of the companies you follow, like Nvidia or Amazon.
Sign up using only this new address.
Specifically check the options for "SEC Filings" and "Press Releases."
Now, the news will drop directly into your pocket at the exact same moment it reaches Wall Street professionals paying thousands of dollars for a Bloomberg terminal.
This is the magic part of the method. Let's say Nvidia's 100-page 10-Q report drops into your inbox. Reading this takes hours, right? Not anymore.
At this stage, I use Google's NotebookLM tool (You can also use other AIs that can read files).
My method is as follows:
I download the SEC filing or report that landed in my email as a PDF.
I open a new notebook in NotebookLM and upload the file.
And I give it this "Magic Prompt":
🤖 Financial Analyst Prompt:
"Task: You are a risk-aware and detail-oriented shareholder of the company provided in the attached files (e.g., Tesla).
Analyze the attached SEC filings and reports through the eyes of an investor, reading between the lines.
List the data in this report that could have potential Positive and Negative impacts on the company's future and stock price in bullet points.
Detect if there is a worrying or overly optimistic tone in the language used by management.
Based on all of this, prepare a clear executive summary for me that can be read in 10 minutes."
What did I gain with this method?
Time: Instead of watching screens for hours a day, I only spend 10 minutes when a notification arrives.
Clarity: I analyze the real data the company reports to the SEC, not the noise of commentators.
Speed: AI turns a hundred-page report into "critical headlines" for me in seconds.
The examples and terms given in this article (SEC, 10-K, etc.) are based on American stock exchanges. You can research your own country's stock exchange and public disclosure platforms (for example, finding the local equivalent of the SEC), find similar data sources, and easily adapt this method to your local market.
Do yourself a favor this weekend, open that "investment email," and silence the noise.
8-K forms that report unscheduled material events.
Bookmark these pages. But you don't have to check them one by one every day. Because the second step comes into play.
Do not use your personal email address. Financial reports will get lost among bills and spam.
Create a new email address just for tracking investments.
Go to the "E-mail Alerts" section on the "Investor Relations" pages of the companies you follow, like Nvidia or Amazon.
Sign up using only this new address.
Specifically check the options for "SEC Filings" and "Press Releases."
Now, the news will drop directly into your pocket at the exact same moment it reaches Wall Street professionals paying thousands of dollars for a Bloomberg terminal.
This is the magic part of the method. Let's say Nvidia's 100-page 10-Q report drops into your inbox. Reading this takes hours, right? Not anymore.
At this stage, I use Google's NotebookLM tool (You can also use other AIs that can read files).
My method is as follows:
I download the SEC filing or report that landed in my email as a PDF.
I open a new notebook in NotebookLM and upload the file.
And I give it this "Magic Prompt":
🤖 Financial Analyst Prompt:
"Task: You are a risk-aware and detail-oriented shareholder of the company provided in the attached files (e.g., Tesla).
Analyze the attached SEC filings and reports through the eyes of an investor, reading between the lines.
List the data in this report that could have potential Positive and Negative impacts on the company's future and stock price in bullet points.
Detect if there is a worrying or overly optimistic tone in the language used by management.
Based on all of this, prepare a clear executive summary for me that can be read in 10 minutes."
What did I gain with this method?
Time: Instead of watching screens for hours a day, I only spend 10 minutes when a notification arrives.
Clarity: I analyze the real data the company reports to the SEC, not the noise of commentators.
Speed: AI turns a hundred-page report into "critical headlines" for me in seconds.
The examples and terms given in this article (SEC, 10-K, etc.) are based on American stock exchanges. You can research your own country's stock exchange and public disclosure platforms (for example, finding the local equivalent of the SEC), find similar data sources, and easily adapt this method to your local market.
Do yourself a favor this weekend, open that "investment email," and silence the noise.
Share Dialog
Share Dialog
No comments yet