sec-10k-analysis

Official

Automate SEC 10-K insights with Octagon MCP.

AuthorOctagonAI
Version1.0.0
Installs0

System Documentation

What problem does it solve?

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.

Core Features & Use Cases

  • Key metrics extraction: pull total revenues, net income, assets, liabilities, and cash flows from 10-K filings.
  • Risk factor identification: identify and summarize primary risk disclosures across macro, operational, and financial categories.
  • MD&A & business analysis: capture management discussion, business overview, and segment reporting for quick situational awareness.
  • Use Case: perform a consolidated 10-K review before earnings calls to prepare talking points and risk summaries.

Quick Start

Provide a ticker symbol and optional filing year to trigger the MCP-backed analysis of the latest 10-K for the company.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: sec-10k-analysis
Download link: https://github.com/OctagonAI/skills/archive/main.zip#sec-10k-analysis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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