2.7. Best Practices

Query Optimization

1. Be Specific: Include specific metrics and timeframes

   • Good: "Compare Apple and Microsoft's operating margins for Q3 2024"

   • Avoid: "How are Apple and Microsoft doing?"

2. Use Identifiers: Include tickers when possible

   • Good: "Analyze AAPL's capital allocation strategy"

   • Okay: "Analyze Apple's capital allocation strategy"

3. Optimal Company Count: 2-3 companies for best results

   • Detailed analysis possible

   • Meaningful comparisons

   • Faster processing

4. Specify Document Types: When relevant

   • "According to Tesla's latest 10-Q..."

   • "Based on proxy statements..."

Response Interpretation

1. Check Citations: Always review source documents cited

2. Understand Timing: Note filing dates for context

3. Consider Limitations: 12-month data window constraint

4. Cross-Reference: Validate critical data points

Workflow Efficiency

1. Start Narrow: Begin with focused queries, then expand

2. Use Sub-Queries: Break complex questions into parts

3. Save Key Findings: Document important insights

4. Build Knowledge: Each query informs the next

Common Use Cases

1. Earnings Analysis: Pre/post earnings call research

2. Peer Benchmarking: Competitive positioning

3. Risk Assessment: Systematic risk factor analysis

4. Trend Identification: Multi-period comparisons