reading-10k-10q

Extract actionable signals from SEC filings into structured research notes.

2|1|Updated Apr 15, 2026
One-click install
npx skills add https://github.com/erphq/skills --skill reading-10k-10q
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: reading-10k-10q
Source: https://github.com/erphq/skills/tree/main/investment-research/core/reading-10k-10q
Command: npx skills add https://github.com/erphq/skills --skill reading-10k-10q

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill helps investment researchers extract relevant signals from SEC filings (10-K, 10-Q, 8-K, proxy statements) by prioritizing the most informative sections and surfacing management's narrative alongside the data.

Core Features & Use Cases

  • Identify must-read sections (Item 1, Item 1A, MD&A, and Financial Statements) for quick signal extraction.
  • Flag new/retired risk factors, changes in accounting notes, and material contingencies.
  • Cross-check with EDGAR data and generate structured research notes (thesis points, red flags, follow-up questions).

Quick Start

Provide a company's latest 10-K or 10-Q, and the skill will extract key sections, highlight risks, and generate a concise research note.

Frequently Asked Questions about reading-10k-10q

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

FAQPage Schema
How do I extract actionable signals from SEC filings like 10-K and 10-Q?

To extract signals from SEC filings, parse key sections like Item 1, MD&A, and financial statement footnotes to surface management's narrative alongside the data. This identifies red flags, material contingencies, and accounting changes.

What is the best way to find new or retired risk factors in a 10-K?

The best way to find changes in risk factors is structured parsing of Item 1A in 10-K and 10-Q filings. This flags newly introduced or retired risks, enabling quick corroboration with EDGAR data for deep-dive diligence.

How do I validate management's narrative against financial data in SEC filings?

To validate management's narrative against the numbers, cross-check MD&A sections with notes to the financial statements. This structured parsing generates concise research notes highlighting thesis points and discrepancies.

Can I use Item 1A and MD&A parsing for quarterly investment research?

Yes, you can use Item 1A and MD&A parsing for quarterly research across 10-Q and 10-K reports. It flags material contingencies and corroboration gaps, generating structured notes suitable for ongoing risk assessment.

Does SEC filing analysis work for proxy statements and 8-K reports?

SEC filing analysis works across 10-K, 10-Q, 8-K, and proxy statements. It prioritizes informative sections to extract actionable signals, validating narrative-to-numbers data to yield structured research payloads.

What sections should I prioritize when analyzing SEC filings for investment research?

When analyzing SEC filings for investment research, prioritize must-read sections: Item 1, Item 1A, MD&A, and notes to the financial statements. This surfaces narrative-to-numbers validation and flags material contingencies.