The Prompt Pack: Plain-English Questions for Investment, Legal & Accounting
SEC & SEDAR filings aren't just an investor's tool — they're the source of record for anyone doing diligence, compliance, or audit work. Here's a pack of prompts you can paste straight into Claude, ChatGPT, Gemini, or any MCP client. Each one returns a cited, point-in-time answer from Kaleidoscope MCP — no terminal, no exports.
Screening, institutional flow, activist campaigns, and manager performance.
Which stocks saw the biggest cluster of notable funds entering or exiting last quarter?
Returns a ranked read on crowd-ins and crowd-outs across hundreds of notable funds.
Brief me on NVDA — signal profile, recent 8-Ks, insider activity, and latest fundamentals, each cited.
Returns a synthesized single-company read.
Reconstruct how Berkshire built, held, and trimmed its Apple position, quarter by quarter.
Returns a 26-quarter, share-based position trail.
Show me active hostile activist campaigns demanding board seats right now.
Returns event-driven 13D/13G campaigns with stated intent and tone.
Screen industrials for rising distress signals and restructuring-language 8-Ks in the last 90 days.
Returns a ranked distress shortlist, each row cited.
M&A diligence, governance, disclosure, and litigation language.
Pull every officer and board change — 8-K Item 5.02 — for this company over the past three years, each cited.
Returns a dated, sourced timeline of leadership changes.
Which companies disclosed a material cybersecurity incident (8-K Item 1.05) in the last six months?
Returns a list of incident disclosures with filing links.
Find new or changed litigation risk-factor language across these peers in the latest 10-Ks.
Returns matching risk-factor passages with source and as-of date.
Trace the accumulation and stated intent of every >5% activist stake in this company.
Returns the 13D/13G accumulation trail and purpose of transaction.
Show change-of-control and governance language in this company's recent proxy and 8-Ks.
Returns cited governance passages, point-in-time.
Restatements, auditor changes, fundamentals, and comparables.
Which companies filed non-reliance or restatement 8-Ks (Item 4.02) last quarter?
Returns restatement disclosures with filing links.
Show auditor changes — 8-K Item 4.01 — across this sector over the past year.
Returns a list of auditor-change events, each cited.
Pull this company's quarterly XBRL fundamentals with YoY growth and margins back to 2009.
Returns structured financials straight from SEC XBRL.
Which companies recently flagged a material weakness in internal controls?
Returns matching disclosures with the source passage.
Compare COGS, capex, and leases for these four companies side by side.
Returns a normalized side-by-side with key differences.
Same data layer. Three teams. One interface: a question.
Whether you're sizing a position, running diligence, or reviewing a restatement, the work starts in the same filings — and now it answers to plain English, cited down to the source and accurate as of any date. Steal these prompts, then write your own.