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harrymcdonagh
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filing-analysis

Analyze SEC filings and summarize operations, risks, and financials with source citations.

Updated Jul 5, 2026
Search Tags:#data extraction#investment analysis#regulatory compliance#financial summary#SEC filing
One-click install
npx skills add https://github.com/harrymcdonagh/athena --skill filing-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: filing-analysis
Source: https://github.com/harrymcdonagh/athena/tree/main/.claude/skills/filing-analysis
Command: npx skills add https://github.com/harrymcdonagh/athena --skill filing-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the process of analyzing, summarizing, or extracting facts from SEC filings, providing a clear and concise summary without the need for extensive manual review.

Core Features & Use Cases

  • SEC Filing Analysis: Summarize and cite information from 10-K, 10-Q, and other EDGAR documents.
  • Thesis Relevance: Focus on facts relevant to the investment thesis, including business operations, risks, and financial drivers.
  • Sourcing: Ensure every claim is traceable back to the source filing URL for verifiable accuracy.

Quick Start

Analyze the SEC filing for [Company Name] and provide a summary of key points.

Frequently Asked Questions about filing-analysis

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

FAQPage Schema
How do I summarize SEC filings for investment analysis?▼

SEC filing analysis extracts and summarizes key information from 10-K, 10-Q, and other EDGAR documents, providing a concise summary of business operations, risks, and financial drivers relevant to your investment thesis.

How do I extract specific financial data from a 10-K filing?▼

You can extract specific financial data from a 10-K filing by analyzing the document to pull relevant facts and business operations, ensuring every extracted claim is backed by verifiable source URLs for accuracy.

Can I focus SEC filing summaries on a specific investment thesis?▼

Yes, SEC filing summaries can be tailored to focus on facts relevant to your specific investment thesis, highlighting the most pertinent business operations, financial drivers, and risk factors.

Are the facts extracted from EDGAR documents traceable to the source filing?▼

Yes, facts extracted from EDGAR documents are fully traceable. The SEC filing analysis ensures every claim is backed by verifiable sources, linking directly back to the original source filing URL for accuracy.

What is the best way to analyze regulatory compliance risks in SEC filings?▼

The best way to analyze regulatory compliance risks in SEC filings is to extract and summarize the risk factors from 10-K and 10-Q documents, providing a clear overview without extensive manual review.

Do I need to manually review 10-Q documents to find financial drivers?▼

No, you do not need extensive manual review. The SEC filing analysis streamlines the process by automatically extracting and summarizing key financial drivers and business operations directly from 10-Q documents.

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