edgar-sec-filings

Extract key financials, risk factors, and MD&A from SEC EDGAR filings.

6.1k|1.2k|Updated Jun 9, 2022
One-click install
npx skills add https://github.com/charliedream1/ai_quant_trade --skill edgar-sec-filings-charliedream1
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/charliedream1/ai_quant_trade/tree/main/a_%E5%85%A8%E7%BD%91%E4%BC%98%E7%A7%80%E8%B5%84%E6%BA%90/10_%E5%A4%A7%E6%A8%A1%E5%9E%8B/07_skill%E5%8C%85/vibe_trading_skills/edgar-sec-filings
Command: npx skills add https://github.com/charliedream1/ai_quant_trade --skill edgar-sec-filings-charliedream1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the extraction and interpretation of US SEC filings to surface fundamental insights and governance signals, reducing manual research and speeding up investment decision making.

Core Features & Use Cases

  • Edgar data extraction: pull key financials, risk factors, and MD&A from 10-K/10-Q, 8-K, and proxy statements.
  • Signal generation: convert filings into investment signals, including governance quality, catalysts, and risk exposure.
  • Workflow integration: apply to EDGAR URLs or yfinance-derived data to produce a composite score and narrative.

Quick Start

Summarize the latest SEC filing (e.g., 10-K or 10-Q) to extract key financials, risks, and MD&A and generate an investment signal.

Frequently Asked Questions about edgar-sec-filings

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract key financials and risk factors from SEC EDGAR filings?

To extract SEC EDGAR filings, supply a direct URL or yfinance data to process 10-K, 10-Q, and 8-K forms. The tool pulls key financials, risk factors, and MD&A to generate fundamental investment insights.

Can I generate investment signals from 10-K and 10-Q reports?

Yes, you can generate investment signals from 10-K and 10-Q reports. The skill converts extracted MD&A and financial data into a composite scoring framework, surfacing governance quality, catalysts, and risk exposure.

Does this tool work with Form 4 insider transactions and proxy statements?

Yes, the tool works with Form 4 insider transactions and proxy statements. It processes these SEC filings alongside 10-K and 8-K reports to surface governance signals and catalyst risks for US public companies.

What is the best way to analyze SEC filings for US public companies?

The best way to analyze SEC filings for US public companies is using an automated extraction tool. This skill interprets EDGAR data to produce a composite score and narrative, reducing manual research and speeding up investment decisions.

How do I use yfinance data to analyze SEC filings?

You can use yfinance data to analyze SEC filings by feeding the derived data into the skill. It integrates with yfinance outputs to extract financials and generate a composite scoring framework for actionable investment signals.

Are there limitations to extracting SEC filings for fundamental analysis?

A limitation of extracting SEC filings is that the tool specializes in US public companies and standard EDGAR forms like 10-K, 10-Q, and 8-K. It may not support international filings or non-standard document formats outside the EDGAR system.