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edgar-sec-filings

Analyzes SEC EDGAR filings to extract MD&A tone, risk factors, and insider signals.

Updated Apr 14, 2026
Search Tags:#risk-analysis#edgar#fundamental-analysis#sec-filings#13f#md&a#insider-transactions
One-click install
npx skills add https://github.com/Liangwei-zhang/six-stock --skill edgar-sec-filings-liangwei-zhang
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/Liangwei-zhang/six-stock/tree/main/Vibe-Trading/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/Liangwei-zhang/six-stock --skill edgar-sec-filings-liangwei-zhang

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

SEC filings contain rich fundamental data but extracting insights manually is time-consuming and error-prone. This skill automates extraction and synthesis from EDGAR filings (10-K, 10-Q, 8-K, DEF 14A, Form 4) to surface financial signals, risk factors, and governance cues for investment analysis.

Core Features & Use Cases

  • EDGAR access & data retrieval: pull filings directly from SEC EDGAR or via yfinance for structured financial data.
  • MD&A, risk & governance analysis: extract management discussion, risk factors, and insider activity signals.
  • Signals compilation & planning: generate composite investment signals across 10-K/10-Q/8-K/DEF 14A/Form 4 and related holdings data (e.g., 13F/SC 13D/G).
  • Use Case: quickly assess a public company’s fundamental health and governance quality for a dashboard or research report.

Quick Start

Fetch the latest 10-K/10-Q for a chosen ticker and generate a consolidated risk-and-opportunity 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 risk factors and MD&A insights from SEC 10-K filings?▼

SEC 10-K filings are analyzed to extract MD&A tone and risk-factor signals directly from EDGAR. The skill automates retrieval and synthesis to surface fundamental insights and governance cues for investment analysis.

What is the best way to track insider transactions and 13F holdings for US public companies?▼

Tracking insider transactions involves analyzing Form 4 and 13F/SC 13D filings from EDGAR. This skill compiles these filings to generate composite investment signals and monitor institutional or insider activity.

Can I pull structured financial data from yfinance for 10-Q quarterly reports?▼

Structured financial data for 10-Q quarterly reports can be pulled using yfinance or direct EDGAR URLs. This enables quick retrieval of fundamental data to assess a public company's financial health.

How do I analyze 8-K current event filings to find investment-relevant signals?▼

Analyzing 8-K current event filings extracts material investment-relevant information from corporate disclosures. The skill processes these SEC filings to identify event-driven risks and opportunities.

Does this approach work with proxy statements like DEF 14A for governance analysis?▼

DEF 14A proxy statements are fully supported for governance analysis. The skill extracts governance cues and insider activity signals from these SEC filings to evaluate corporate governance quality.

How do I generate a consolidated risk and opportunity signal from multiple SEC filings?▼

Generating a consolidated signal involves compiling MD&A tone, risk factors, and insider activity across 10-K, 10-Q, 8-K, and Form 4. The skill synthesizes these data points into a composite investment signal.

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