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prompts.py
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ten_k_items = {
"Business": "1",
"Risk Factors": "1A",
"Unresolved Staff Comments": "1B",
"Properties": "2",
"Legal Proceedings": "3",
"Mine Safety Disclosures": "4",
"Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities": "5",
"Selected Financial Data": "6",
"Management’s Discussion and Analysis of Financial Condition and Results of Operations": "7",
"Quantitative and Qualitative Disclosures about Market Risk": "7A",
"Financial Statements and Supplementary Data": "8",
"Changes in and Disagreements with Accountants on Accounting and Financial Disclosure": "9",
"Controls and Procedures": "9A",
"Other Information": "9B",
"Directors, Executive Officers and Corporate Governance": "10",
"Executive Compensation": "11",
"Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters": "12",
"Certain Relationships and Related Transactions, and Director Independence": "13",
"Principal Accountant Fees and Services": "14",
"Exhibits, Financial Statement Schedules": "15"
}
ten_q_items = {
"Financial Statements": "part1item1",
"Management’s Discussion and Analysis of Financial Condition and Results of Operations": "part1item2",
"Quantitative and Qualitative Disclosures About Market Risk": "part1item3",
"Controls and Procedures": "part1item4",
"Legal Proceedings": "part2item1",
"Risk Factors": "part2item1a",
"Unregistered Sales of Equity Securities and Use of Proceeds": "part2item2",
"Defaults Upon Senior Securities": "part2item3",
"Mine Safety Disclosures": "part2item4",
"Other Information": "part2item5",
"Exhibits": "part2item6"
}
eight_k_items = {
"Entry into a Material Definitive Agreement": "1-1",
"Termination of a Material Definitive Agreement": "1-2",
"Bankruptcy or Receivership": "1-3",
"Mine Safety - Reporting of Shutdowns and Patterns of Violations": "1-4",
"Completion of Acquisition or Disposition of Assets": "2-1",
"Results of Operations and Financial Condition": "2-2",
"Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant": "2-3",
"Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement": "2-4",
"Cost Associated with Exit or Disposal Activities": "2-5",
"Material Impairments": "2-6",
"Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing": "3-1",
"Unregistered Sales of Equity Securities": "3-2",
"Material Modifications to Rights of Security Holders": "3-3",
"Changes in Registrant\"s Certifying Accountant": "4-1",
"Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review": "4-2",
"Changes in Control of Registrant": "5-1",
"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers": "5-2",
"Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year": "5-3",
"Temporary Suspension of Trading Under Registrant\"s Employee Benefit Plans": "5-4",
"Amendments to the Registrant\"s Code of Ethics, or Waiver of a Provision of the Code of Ethics": "5-5",
"Change in Shell Company Status": "5-6",
"Submission of Matters to a Vote of Security Holders": "5-7",
"Shareholder Nominations Pursuant to Exchange Act Rule 14a-11": "5-8",
"ABS Informational and Computational Material": "6-1",
"Change of Servicer or Trustee": "6-2",
"Change in Credit Enhancement or Other External Support": "6-3",
"Failure to Make a Required Distribution": "6-4",
"Securities Act Updating Disclosure": "6-5",
"Static Pool": "6-6",
"Alternative Filings of Asset-Backed Issuers": "6-10",
"Regulation FD Disclosure": "7-1",
"Other Events": "8-1",
"Financial Statements and Exhibits": "9-1",
"Signature": "signature"
}
company_info_prompt = """
User: What"s new with Dropbox"s cloud storage technology?
PALM:
{"companyName": "Dropbox","Form": "8-K","Section": "Recent Developments"}
User: How did Chipotle perform in their latest quarterly earnings?
PALM:
{"companyName": "Chipotle","Form": "10-Q","Section": "Financial Highlights"}
User: Any risks that GoPro mentioned in their recent annual report?
PALM:
{"companyName": "GoPro","Form": "10-K","Section": "Risk Factors"}
User: What kind of payout did the executives at Etsy get according to their recent filing?
PALM:
{"companyName": "Etsy","Form": "10-K","Section": "Executive Compensation"}
User: What"s new in Starbucks" world?
PALM:
{"companyName": "Starbucks","Form": "8-K","Section": "Recent Developments"}
User: How are Caterpillar"s finances looking from their last quarterly report?
PALM:
{"companyName": "Caterpillar","Form": "10-Q","Section": "Financial Highlights"}
User: Has Pfizer mentioned any concerns in their annual report?
PALM:
{"companyName": "Pfizer","Form": "10-K","Section": "Risk Factors"}
User: What"s the recent executive compensation scenario at JPMorgan Chase according to the filings?
PALM:
{"companyName": "JPMorgan Chase","Form": "10-K","Section": "Executive Compensation"}
User: Any updates on Roku"s future strategies from their latest filings?
PALM:
{"companyName": "Roku","Form": "10-K","Section": "Business Strategy"}
PALM:
{"companyName": "Berkshire Hathaway","Form": "10-Q","Section": "Market Risk Disclosures"}
User: Do you have any news on Zillow"s recent acquisitions?
PALM:
{"companyName": "Zillow","Form": "8-K","Section": "Acquisition News"}
User: Could you give me a run-down of Adobe"s operational and financial highlights from their last annual report?
PALM:
{"companyName": "Adobe","Form": "10-K","Section": "Operating and Financial Review"}
"""