edgar-sec-filings

Analyze SEC EDGAR filings to extract financial trends and risk signals.

Updated Jul 8, 2026
One-click install
npx skills add https://github.com/hxhyyy/Vibe-Trading --skill edgar-sec-filings-hxhyyy
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/hxhyyy/Vibe-Trading/tree/main/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/hxhyyy/Vibe-Trading --skill edgar-sec-filings-hxhyyy

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance.

What problem does it solve?

This skill solves the information overload and complexity associated with analyzing dense US public company filings, allowing users to quickly identify fundamental risks and investment signals.

Core Features & Use Cases

  • Multi-Filing Analysis: Automatically parse 10-K, 10-Q, 8-K, and Form 4 filings to extract financial trends, management tone, and insider activity.
  • Signal Generation: Calculate composite scores based on financial health, risk factor changes, and institutional flow to support investment decisions.
  • Use Case: A user can request an analysis of a company's latest 10-K to compare current risk factors against previous filings, identifying material changes in management's outlook.

Quick Start

Use the edgar-sec-filings skill to analyze the latest 10-K filing for the ticker AAPL and generate a summary of financial health and risk factor changes.

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 insights from SEC EDGAR filings?

To extract financial insights from SEC filings, use this skill to parse 10-K, 10-Q, 8-K, and Form 4 filings, generating composite scores based on financial health, risk factor changes, and institutional flow.

Can I compare risk factors between a company's current and previous 10-K filings?

Yes, you can compare risk factors in 10-K filings. The skill analyzes annual reports to identify material changes in management's outlook by comparing current risk factors against previous filings.

How do SEC insider transactions from Form 4 filings signal investment opportunities?

SEC insider transactions from Form 4 filings signal investment opportunities by parsing insider activity data, which the skill combines with management tone and financial trends to generate actionable investment signals.

Do I need yfinance to analyze SEC filings for fundamental data?

Yes, you need yfinance to analyze SEC filings. The skill requires integration with yfinance for structured financial data alongside direct EDGAR access for full-text filing retrieval.

What is the best way to identify fundamental risks in US public company filings?

The best way to identify fundamental risks in US public company filings is analyzing multi-filing reports through EDGAR, calculating composite scores from financial health, risk factor changes, and institutional flow.

Does this SEC filings analysis approach work with quarterly reports and current events?

Yes, this SEC filings analysis works with quarterly reports and current events. It automatically parses 10-Q quarterly reports and 8-K current event filings to extract financial trends and management tone.