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edgar-sec-filings

Analyze SEC EDGAR filings to extract financials, risk changes, tone, and insider signals.

Updated May 5, 2026
Search Tags:#filing analysis#sec edgar#investment signals#10-k#10-q#8-k#insider form 4
One-click install
npx skills add https://github.com/wudye/traderAssistHK --skill edgar-sec-filings-wudye
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/wudye/traderAssistHK/tree/main/backend/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/wudye/traderAssistHK --skill edgar-sec-filings-wudye

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It reduces the time and uncertainty involved in analyzing US public-company SEC filings by extracting key financials, risk changes, management tone, and insider/institutional signals into investment-relevant takeaways.

Core Features & Use Cases

  • Extracts filing insights across core document types: 10-K, 10-Q, 8-K, proxy statements (DEF 14A), and insider Form 4, with optional coverage of 13F and SC 13D/G positioning.
  • Builds a repeatable analysis framework: reviews financial statement trends (revenue, margins, liquidity, leverage, cash flow quality), MD&A themes and forward-looking language, and changes in risk factor language or priority.
  • Generates signal-style outputs for decision support: produces composite directional implications by combining financial health, management tone shift, risk factor changes, insider transactions, institutional flow, and event catalysts from recent 8-K items.
  • Use case: You want to quickly compare a company's latest 10-Q to the prior quarter and flag governance and downside risks using MD&A tone shifts, new/strengthened risk factors, and whether insider activity aligns with the narrative.

Quick Start

Ask the edgar-sec-filings skill to analyze a company’s most recent 10-K and latest 8-K, summarize the key financials and risk-factor changes, and produce a composite investment signal with the supporting evidence.

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?▼

Analyzing SEC EDGAR filings for investment signals involves fetching document data to extract financial health, management tone shifts, risk factors, and insider activity, producing a composite score for equity research decisions.

What is the best way to extract risk factor changes from a 10-K filing?▼

The best way to extract risk factor changes from a 10-K filing is to apply a framework that compares current and prior filings, flagging new or strengthened risk-factor language to identify downside risks and governance issues.

How do I track insider Form 4 transactions for equity research?▼

To track insider Form 4 transactions for equity research, analyze SEC filing data to identify insider buying or selling patterns, then combine these signals with management tone and financial health to assess directional implications.

Can I compare management tone shifts between quarterly 10-Q reports?▼

Yes, you can compare management tone shifts between quarterly 10-Q reports by analyzing MD&A themes and forward-looking language across periods to detect changes in narrative sentiment and flag potential governance risks.

Does SEC filing analysis cover event-driven 8-K updates and institutional holdings?▼

SEC filing analysis covers event-driven 8-K updates for catalysts and optionally includes institutional holdings from 13F filings and ownership events from SC 13D/G to build comprehensive institutional flow signals.

What data sources do I need to extract financials from SEC filings?▼

To extract financials from SEC filings, you need direct EDGAR URLs or structured data fetched through yfinance, providing the document access required to review revenue, margins, liquidity, leverage, and cash flow quality.

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