Leveraging OpenAI’s API to Generate an Quarterly Earnings Note by Combining an Earnings Press Release with an Excel Financial Model

Leveraging OpenAI ‘s ‘gpt-4-0125-preview’ model, in this example we combine Shopify’s ($SHOP) Q4/23 earnings press release with our SHOP financial model using specific prompts condensed into the proper context window. The resulting output produces an accurate and informative earnings note over 90% of the time according to our tests.