edgar-sec-filings

Extract financial data, risk factors, MD&A insights, and governance signals from SEC EDGAR filings.

Updated Jun 12, 2026
One-click install
npx skills add https://github.com/GGwujun/SigmX --skill edgar-sec-filings-ggwujun
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/GGwujun/SigmX/tree/main/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/GGwujun/SigmX --skill edgar-sec-filings-ggwujun

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

SEC filings are lengthy, dense, and filled with nuanced details. This skill automates the extraction of key financials, risk factors, MD&A insights, and governance signals from filings, enabling faster investment assessment.

Core Features & Use Cases

  • Filings extraction: parse 10-K, 10-Q, 8-K, DEF 14A, Form 4, and 13F to pull structured metrics, tables, and quotes.
  • Signal generation: synthesize financial health, risk-factor changes, MD&A tone, insider activity, and institutional holdings into actionable signals.
  • Use Case: an analyst can quickly build a focused briefing for a company after a quarterly report and identify catalysts.

Quick Start

Analyze the latest SEC filings for a ticker and generate a concise, structured briefing with signals.

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 financial data and MD&A insights from SEC EDGAR filings?

This skill automates extraction of structured metrics, tables, and quotes from 10-K and 10-Q SEC EDGAR filings, transforming dense MD&A insights into actionable financial data.

Can I generate investing signals from insider transactions and 13F institutional holdings?

Yes, you can generate investing signals by synthesizing Form 4 insider transactions and 13F institutional holdings to build a composite scoring output with actionable investment guidance.

What is the best way to analyze risk factor changes in 10-K reports?

The best way to analyze risk factor changes in 10-K reports is to thoroughly parse the filings, retrieve structured quotes, and synthesize governance signals into actionable investment guidance.

Does this approach work with 8-K filings for quarterly report catalysts?

Yes, this approach works with 8-K filings to pull structured metrics and quotes, enabling analysts to quickly build a focused briefing and identify catalysts after a quarterly report.

How do I build an investment signal framework from DEF 14A proxy statements?

You build an investment signal framework from DEF 14A proxy statements by parsing the filings to extract governance signals and combining them with financial health metrics for composite scoring.