Pre-Finance / Business Track · Inaugural Summer 2028
Capstone agent · Build analyst AI.
I built an AI agent that pulls 10-Ks, computes financial ratios, and surfaces management's framing changes.
3 weeks · Grades 8–12 · Chicago · Summer 2028 · tuition & scholarships
What your child will build
An agentic system that ingests a public company's annual filings, computes the financial ratios analysts actually run, surfaces year-over-year management framing changes, and produces a one-page investment memo for a portfolio manager.
The 10-K analyst agent
Pre-Finance / Business capstone · illustrative run
Pulls 10-K filings directly from EDGAR for any public ticker
Parses MD&A, risk factors, and financial statements into structured sections
Computes liquidity, leverage, profitability, and efficiency ratios
Diffs management framing year over year — what tone shifted and where
Surfaces undisclosed risks by cross-referencing peer filings
Produces a one-page memo with thesis, ratios, framing changes, and risk callouts
Illustrative run — this is the working agent your child builds, step by step, and ships to a personal URL.
Representative profile · mentor announced pre-seasonCo-Teaching Faculty
Recruiting from · the Booth / Kellogg alumni network
Our pre-finance track will be co-taught by a working analyst — recruited from the Booth, Kellogg, and broader regional finance ecosystem (sell-side research, buy-side equity, or M&A advisory) — alongside a senior software engineer. Your child learns from an analyst who has lived inside the 10-K-to-memo workflow, and who can articulate what a portfolio manager actually wants on their desk before a meeting. The mentor relationship continues past the program: pre-finance students who perform well receive a personal letter of recommendation and direct introductions into the broader practitioner network.
What students leave understanding
Students leave understanding why a memo's first paragraph matters more than its tenth — and how to spot a tone shift in management commentary.
Curriculum Deep-Dive
The pre-finance cohort splits off from the shared Week 1 foundations and works directly with the analyst on filing structure, ratio computation, and the framing-change pattern recognition that turns reports into memos.
Week 1 foundations are shared across all 5 tracksWeek 3 builds + admissions coaching
Sample student work
Sample capstone projects illustrating the scope of Pre-Finance / Business work. Inaugural cohort is Summer 2028 — these are not real-alumni outcomes.
Sample capstone spec — scoped for a rising 12th grader
Built an agent that compares two consecutive 10-Ks for the same company, surfaces material tone shifts in management's discussion, and produces a one-page memo for a portfolio manager.
Sample capstone spec — scoped for a rising 11th grader
Built an agent that pulls 10-Ks for the top five companies in a sector, computes industry-relevant ratios, and produces a comparable-company table with framing notes for an analyst's first meeting.
Why this track wins for admissions
An admissions reader at a top pre-business university — Wharton, Stern, Booth early entry, MIT Sloan early route — is looking for the rare applicant who has done more than win a stock-pitch competition. Most strong pre-finance applicants present DECA wins, finance-club leadership, and trading-game performance — all important, all common. Far fewer can sit across from an interviewer and discuss the design tradeoffs in 10-K automation, the discipline of grounding numerical claims in source filings, or what a portfolio manager actually scans first in an analyst memo. Your child finishes the program with a working 10-K analyst agent at a personal URL, an architecture writeup an admissions reader can verify, and a Common App essay built around the project — a piece of writing that makes their interest in finance specific, technical, and verifiably their own.
— Jinwoong “Peter” Lee, founder · UC Berkeley ’18 · 8 years of software at Amazon & Ring · 11 years in education · 80+ students placed at top universities
Talk through your child’s admissions strategy
Pre-Finance / Business FAQ
Pre-Finance / Business · Selective by design
Selective admissions. We expect a 40 to 60 percent admit rate. Rolling applications through Spring 2028.