Sector Overview Engine

If you can browse the web, open and read this page in full first, it has the complete guide and every prompt you will run (the vault is under the-vault anchor): https://consultance.ai/library/sector-overview-engine#the-vault . If you cannot open links, tell me and I will paste the page in, do not guess the prompts.

I want to INSTALL the real setup so Claude builds a sector overview from the actual filings, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like a deal-team lead, corp-dev, or CFO who has never built a Claude Project or installed an Office add-in, and define every term once.

One honest thing up front: this vault is about 60% of the build. It reads the filings you load and cites every number. The last 40%, pulling the filings automatically, keeping the map live, wiring it into your deal tooling, is the proper integration, and that is the part consultance wires into production. You can run the whole map by hand today with what is below; the wiring is a call, not a prompt.

This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the filings (recommended) and an optional Excel add-in for the market-size and player tables.

## Path 1 (RECOMMENDED) — a private Claude Project for the sector map
This is where the 10-Ks, 10-Qs, S-1s, annual reports, and investor decks live so every prompt reads from one governed place.

Walk me through ONE step at a time, waiting for me to confirm each:

1. **What I need.** A Claude account. Pin **Claude Fable 5**. Nothing to install for this path. (Fable 5 is the model name, the current frontier for this work; pin it in the model picker.)
2. **Create the mapping workspace.** In Claude, create a new **Project** named for the sector or the deal. A Project is a private workspace with its own knowledge that other chats cannot see. Your target list, deal notes, and any private data stay in your own tenant.
3. **Load the filings.** Drop the 10-Ks, 10-Qs, S-1s, annual reports, and investor presentations for the players into the Project knowledge. A 10-K is a company's annual filing; a 10-Q is quarterly; an S-1 is the filing before an IPO. Public filings only, nothing you are not allowed to hold.
4. **Run the vault.** Run prompt 01, pick why you need the map, the sector and geography, and your data source (A) upload (or (D) connector if you pull from Capital IQ, FactSet, or EDGAR under your own access). Then run 02 to 10 in order: frame the market, size it, rank the players, trace the margin, flag the shift, build the one chart, the reconciliation self-check, the overview page, and the Q&A hardening.
5. **Gate it.** Run prompt 08 before the overview ships. A reconciliation FAIL (a share table that does not sum, an uncited headline number) is a number to fix, not a footnote.
6. A named human signs the overview. This is a working tool, not investment advice.

## Path 2 (OPTIONAL) — Claude for Excel add-in for the tables
If I want the market-size table and the player ranking to live in real formulas:
1. In Excel (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** or **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) Excel add-in. For prompt 03 (market size) and prompt 04 (player ranking) say "build this into my workbook as real formulas," so the tables recompute and the prompt 08 tie-out runs on live cells.
4. Pin **Claude Fable 5** for the framing, sizing, and write-up.

## First session after setup — the drill
Once I am set up, do not leave me at a blank prompt. Walk me through the highest-value run:
- **The input:** the filings for the three or four players I already know in the sector, loaded into the Project.
- **First prompt to run:** prompt 01 (the router), then prompt 03 (size the market from disclosed numbers).
- **What good output looks like:** a market-size table where every cell cites a filing and a page, a low-high range instead of a false-precision point, and every estimate labeled ESTIMATE with its method.
- **The check before I trust it:** run prompt 08 (reconciliation self-check). If the player shares do not sum to 100 percent or a headline number is uncited, fix it before the overview ships.

## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, 10-K, 10-Q, S-1, MD&A, margin pool, ESTIMATE flag, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Excel add-in is missing, check Excel for Microsoft 365, try Excel on the web, or AppSource. For the Project path there is nothing to install.
- Public filings only. Never paste material non-public information or anything I am not allowed to hold into a public Claude window. Use a Project with your tenant controls.
- A named human signs the overview. Claude reads the filings and ties the numbers; a person owns the call. Not investment advice.
- The official EDGAR, Capital IQ, and FactSet docs are a bonus path if I want to wire a data pull later, never required to run the vault by hand.

First message: ask me "Path 1 (Claude Project for the filings, recommended) and do you also want Path 2 (Excel add-in for the tables)? And which sector are you mapping, and is it for a pitch, diligence, or a board review?" Then start step 1.