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edgar-sec-filings

Analyze SEC EDGAR filings to extract financials and generate investment signals.

Updated May 25, 2026
Search Tags:#financial analysis#risk assessment#company analysis#SEC EDGAR#investment signals
One-click install
npx skills add https://github.com/NigarumOvum/AutoTrading --skill edgar-sec-filings-nigarumovum
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/NigarumOvum/AutoTrading/tree/main/Vibe-Trading/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/NigarumOvum/AutoTrading --skill edgar-sec-filings-nigarumovum

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides a comprehensive analysis of SEC EDGAR filings, offering insights into financial health, management tone, risk factors, and investment signals for US public companies.

Core Features & Use Cases

  • SEC Filing Analysis: Extracts key financials, risk factors, and management discussion from 10-K, 10-Q, 8-K, proxy statements, and insider Form 4.
  • Data Retrieval: Utilizes direct EDGAR URLs or yfinance for structured financial data.
  • Investment Signals: Generates signals based on financial analysis, MD&A tone, risk factor changes, insider transactions, and institutional holdings.
  • Use Case: Analyze a company's latest 10-K filing to identify trends in financial health, management outlook, and potential risks.

Quick Start

Analyze the latest 10-K filing for Company XYZ using the edgar-sec-filings skill.

Frequently Asked Questions about edgar-sec-filings

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

FAQPage Schema
How do I analyze SEC EDGAR filings for investment signals?▼

SEC EDGAR filing analysis extracts financials, risk factors, and management discussion from 10-K, 10-Q, and 8-K forms to generate investment signals based on financial health and management outlook.

What financial data can I extract from 10-K and 10-Q filings?▼

You can extract key financials, management discussion and analysis (MD&A) tone, risk factor changes, and insider Form 4 transactions from 10-K, 10-Q, 8-K, and proxy statements to assess company trends and potential risks.

Do I need yfinance to retrieve SEC filing data for company analysis?▼

Yes, yfinance is required alongside EDGAR API access for data retrieval. The Skill uses direct EDGAR URLs or yfinance to pull structured financial data required for risk assessment and due diligence.

Can I assess management tone and risk factors from SEC filings?▼

Yes, the Skill analyzes MD&A tone, tracks risk factor changes across filings, and evaluates insider transactions to generate actionable investment signals for comprehensive due diligence.

What is the best way to perform due diligence using SEC EDGAR data?▼

Performing due diligence using SEC EDGAR data involves cross-referencing structured financial metrics with MD&A tone analysis and insider Form 4 transactions to identify comprehensive investment signals and risks.

Are there limitations when analyzing proxy statements and Form 4 filings?▼

Limitations include dependency on EDGAR API accessibility and yfinance data structure. Analysis is restricted to US public companies, and signal accuracy depends on the completeness of retrieved proxy statements and Form 4 filings.

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