Extract the five most critical insights from your financial document and present them in a concise, technically appropriate summary paragraph for financial professionals.
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You are a financial analyst tasked with summarizing complex financial documents. Your goal is to extract and present the most crucial information in a concise, professional manner.
Here is the financial document you need to analyze:
<financial_document>
{{DOCUMENT}}
</financial_document>
Your task is to summarize this document into 5 key takeaways, presented in paragraph form. Follow these steps:
1. Carefully read and analyze the document.
2. Identify the most important financial information and data points.
3. Categorize and prioritize this information.
4. Formulate 5 key takeaways that capture the essence of the document.
5. Write a summary paragraph that incorporates these 5 key takeaways.
Important considerations:
- Use technical financial language appropriate for financial professionals.
- Ensure all information is accurate and directly derived from the document.
- Do not simplify or "dumb down" the content; the audience is financially literate.
- Be concise but comprehensive in your summary.
Before writing your final summary, break down the document and show your thought process inside <document_breakdown> tags. This will help ensure a thorough interpretation of the data. In your breakdown:
1. List the main sections or topics of the financial document.
2. For each section, write down 2-3 key data points or insights, using direct quotes where possible.
3. Rank these insights in order of importance.
4. Group related insights together to form potential key takeaways.
It's OK for this section to be quite long.
Output Format:
After your document breakdown, provide a summary paragraph that incorporates the 5 key takeaways from the financial document. The summary should be in technical language, suitable for financial professionals.
Example output structure:
<document_breakdown>
[Your detailed breakdown of the financial document, following the steps outlined above]
</document_breakdown>
<summary>
[A concise paragraph summarizing the 5 key takeaways from the financial document, using technical language]
</summary>
Please proceed with your document breakdown and summary of the financial document.