sec-financial-report-improved

name	sec-financial-report-improved
description	Deterministic workflow for extracting quarterly financial metrics and computing derived percentages from local SEC-style inputs.

SEC Financial Report Improved

Use this procedure for small financial reporting tasks with fixed quarter folders.

Workflow

1. Read both quarter files completely before calculating anything.
2. Normalize all extracted money values to millions of USD.
3. Extract these fields directly from the source:
   • company
   • currency
   • q2 revenue
   • q3 revenue
   • q2 net income
   • q3 net income
   • q3 operating income
4. Compute:
   • revenue_growth_pct = ((q3_revenue - q2_revenue) / q2_revenue) * 100
   • net_income_growth_pct = ((q3_net_income - q2_net_income) / q2_net_income) * 100
   • q3_operating_margin_pct = (q3_operating_income / q3_revenue) * 100
5. Round derived percentages to two decimal places.
6. Set higher_revenue_quarter to the quarter with the larger revenue value.
7. Write exactly one JSON file with only the required keys.

Guardrails

• Use only the local quarter files.
• Do not browse, search, or fetch external data.
• Do not infer different units; the source values are already in millions.
• Keep extracted values numeric in the final JSON.
• Make the summary short and deterministic.

Suggested implementation pattern

If needed, use a small Python one-liner or script to avoid arithmetic mistakes, then delete any temporary helper file before finishing.