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edgar-sec-filings

Extract financial health and risk signals from SEC EDGAR filings.

Updated Apr 9, 2026
Search Tags:#edgar#financial-analysis#composite-scoring#institutional-flow#sec-filings#risk-monitoring#insider-activity
One-click install
npx skills add https://github.com/JacobHsu/vibe-trading-agent --skill edgar-sec-filings-jacobhsu
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/JacobHsu/vibe-trading-agent/tree/main/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/JacobHsu/vibe-trading-agent --skill edgar-sec-filings-jacobhsu

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Investment researchers spend hours navigating dense SEC filings to find signals; this skill condenses financial statements, MD&A tone, risk-factor shifts, event disclosures, and insider flows into structured guidance. It removes guesswork by mapping filing types to actionable signals so you can assess a company without manually reading every document.

Core Features & Use Cases

  • Financial statement deep dive: quantifies revenue trends, margin shifts, leverage, cash conversion, and capex intensity from 10-K and 10-Q data pulled via yfinance or direct EDGAR URLs.
  • Narrative and risk monitoring: compares MD&A tone, highlights new or intensified risk factors, and surfaces governance details from DEF 14A alongside risk-factor change tables.
  • Event and market signal fusion: classifies 8-K catalysts, scores insider Form 4 activity, and tracks 13F/SC 13 flows to fuel a composite signal that informs trading decisions or research notes.

Quick Start

Ask edgar-sec-filings to analyze the latest Apple 10-K plus subsequent 8-K filings and summarize risk factors, tone shifts, and insider transactions.

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?▼

SEC EDGAR filings are parsed to quantify revenue trends, margin shifts, and leverage from 10-K and 10-Q data. The skill retrieves filings via direct URLs or yfinance and structures the data into actionable financial health signals.

Can I track insider activity and institutional flows from SEC filings?▼

Insider activity and institutional flows are tracked by scoring Form 4 transactions and monitoring 13F and SC 13 filings. This data is fused with 8-K event classifications to generate a composite signal for trading decisions.

How do I monitor MD&A tone shifts and risk factors in 10-K filings?▼

MD&A tone shifts and risk factors in 10-K filings are monitored by comparing narrative changes across periods. The skill highlights new or intensified risk factors and maps them into structured risk-monitoring tables.

What is the best way to analyze 8-K event disclosures for trading signals?▼

Analyzing 8-K event disclosures for trading signals is done by classifying catalysts within the filing. The skill combines these event classifications with insider Form 4 activity to reveal market sentiment and risk.

Does this skill require manual retrieval of 10-K and 10-Q documents?▼

Manual retrieval of 10-K and 10-Q documents is not required. The skill relies on automated filing retrieval via read_url or yfinance to pull financial statements and event disclosures directly for analysis.

Can I assess corporate governance details from DEF 14A proxy statements?▼

Corporate governance details are assessed from DEF 14A proxy statements alongside risk-factor change tables. The skill surfaces these governance metrics to provide a structured view of company health and potential risks.

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