What the engine reads

Every report starts from one document: the company's latest 10-K or 10-Q as filed with the SEC. The engine pulls it from EDGAR and works from the audited statements, the notes, and management's discussion — not from the press release or the earnings call, which are the version a company chooses to tell.

Figures are cross-checked against the SEC's XBRL company facts where they exist, and against LineVest's earlier reports on the same company so that trends are read over years, not one quarter.

How a report is produced

The universe is U.S. large and mid-cap companies (the S&P 500 first, then mid-caps). The engine works through it in market-cap order, one company at most every 90 days, and picks whichever has a new periodic filing it has not yet covered.

Each report follows a fixed template — balance sheet, income statement, cash flow, three to five key issues, and implications — so two reports are comparable. Every number in the text must be found in the filing before it is published; anything that cannot be located is left out rather than estimated.

Where AI is used

The drafting and the number-checking are done by AI models (Anthropic's Claude) under rules written by MinJeKim: which sources count, what must be verified, what may not be written (no price targets, no buy or sell language). MinJeKim owns the rules, reviews the output, and corrects errors in public.

Reports are labelled as AI-assisted. Nothing on this site is presented as the work of a human analyst alone.

Limits

One filing per report; no conversations with management; no forecasts or price targets. Companies restate numbers, and a filing can be superseded within days.

A fundamental read is not a trading recommendation. LineVest is not a registered investment adviser.