Extract financial metrics, risk factors, and MD&A insights from SEC 10-K filings.
npx skills add https://github.com/OctagonAI/skills --skill sec-10k-analysis
Please help me install this Agent Skill. Skill: sec-10k-analysis Source: https://github.com/OctagonAI/skills/tree/main/skills/sec-10k-analysis Command: npx skills add https://github.com/OctagonAI/skills --skill sec-10k-analysis
Analyzing SEC 10-K filings to extract essential financial metrics, risk disclosures, and management insights from annual reports to support investment decisions and due diligence.
Provide a ticker symbol and optional filing year to trigger the MCP-backed analysis of the latest 10-K for the company.
High-intent search queries and answers about installing and using this skill.
You can extract financial metrics from an SEC 10-K filing by providing a ticker symbol and optional year to trigger automated analysis. The system retrieves total revenues, net income, assets, liabilities, and cash flows directly from the annual report using the Octagon MCP server.
Summarizing risk factors and MD&A sections from annual reports is done by processing the 10-K filing to identify macro, operational, and financial risk disclosures. The tool also captures management discussion and business overview for quick situational awareness.
Yes, you need an active Octagon MCP configuration and a valid API key to analyze 10-K filings. The ticker and optional year inputs trigger the MCP agent to extract financial metrics and risk factors with source citations.
Yes, you can analyze a specific historical filing year for a public company by providing the optional year parameter alongside the ticker symbol. This targets the exact 10-K filing, extracting financial metrics, risk factors, and MD&A insights for that specified period.
The best way to prepare for earnings calls using 10-K filings is to perform a consolidated review extracting key metrics, risk disclosures, and management insights. This approach generates talking points and risk summaries for situational awareness before the call.
OctagonAIIdentify material changes in SEC filing amendments with citations.
easyspace-aiCompile enterprise background data into structured due-diligence reports with citations.
caoqiubozhangchenqin2Retrieve Chinese stock quotes, financial statements, and capital flows via AkShare.
dgunningExtract structured XBRL data from SEC 10-K, 10-Q, and 8-K filings.
