Set up the quarter

Company identifiers, the price and share count needed to refresh multiples, and the FY estimate the quarter gets scored against. Fill this once per name; on the next quarter, reopen the saved JSON and only the results table changes.

Identity
Public mode strips the rating, target price and implied upside from the tearsheet and swaps in a no-recommendation line — for anything posted on the site.
Market data & call
Full-year estimates
Your standing FY numbers. The sprint checks whether the quarter keeps them reachable, and tells you what the balance of the year now has to deliver.

Load the quarter

Paste the P&L straight out of the results PDF, a Screener table, or Excel — tabs, commas or spaced columns all parse. Map the columns, apply, then correct anything the matcher missed in the grid below.

Paste & map
Line items
Costs as positive numbers. Exceptional items: gain positive, loss negative.

Sprint

Ten minutes from print to position: what moved, whether the beat was real, and which of your standing assumptions just broke.

Tearsheet

One page for the PM who won't read thirty. Write the three claims and three risks, then print to PDF — the page is already sized to A4.

Thesis — three claims
Risks — three ways this breaks
Quarter in one line
Thesis tripwires
A tripwire is a number that, if it goes the wrong way, means you were wrong — not just early. Set them at initiation, check them every quarter.