skills.rest
zjunlp
zjunlpOFFICIAL
Explore all skills by this author →
Website𝕏@ChenHuajunGitHub

sec-10k-company-analysis

Extract and analyze financial metrics from SEC 10-K filings in SQLite databases.

128|12|Updated May 21, 2025
Search Tags:#data extraction#SQL#SQLite#financial analysis#SEC 10-K
One-click install
npx skills add https://github.com/zjunlp/DataMind --skill sec-10k-company-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sec-10k-company-analysis
Source: https://github.com/zjunlp/DataMind/tree/main/datacope/report_task/skill/final_skill/sec-10k-company-analysis
Command: npx skills add https://github.com/zjunlp/DataMind --skill sec-10k-company-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires sqlite3, pandas, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the problem of analyzing SEC 10-K financial data for public companies by providing a structured and comprehensive approach to extracting, interpreting, and reporting on key financial metrics.

Core Features & Use Cases

  • Database Discovery: Identifies and describes the schema of a SQLite database containing SEC 10-K financial data.
  • Company Basics: Extracts company details such as CIK, name, and address information.
  • Filing History: Reviews historical filing data, including form types and filing dates.
  • Financial Metrics: Discovers and analyzes financial metrics like revenue, expenses, cash flow, and debt.
  • Industry-Specific Metrics: Provides insights into specific industry metrics based on SIC codes.
  • Income Statement Structure: Analyzes the cost of goods sold, selling, general, and administrative expenses, research and development expenses, and depreciation and amortization.
  • Balance Sheet Detail: Evaluates the company's assets, liabilities, and equity, including retained earnings and comprehensive income.
  • Cash Flow & Capital Allocation: Examines operating, investing, and financing cash flows.
  • Long-Term Obligations: Analyzes long-term debt, goodwill, and other long-term obligations.
  • Output Structure: Delivers a structured financial analysis report.

Quick Start

To begin analyzing a company's financial data, run the skill with the company's CIK: 'sec-10k-company-analysis <CIK>'.

Frequently Asked Questions about sec-10k-company-analysis

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

FAQPage Schema
How do I extract financial data from SEC 10-K filings using SQLite?▼

You can extract SEC 10-K financial data from SQLite by running SQL queries against the database schema to retrieve company basics, historical filings, and financial metrics. The skill requires a company's CIK to initiate the extraction and generate a structured analysis report.

What financial metrics can I analyze from SEC 10-K data?▼

SEC 10-K financial metrics available for analysis include revenue, expenses, operating cash flow, long-term debt, assets, liabilities, and equity. The skill evaluates income statement structures, balance sheet details, and industry-specific metrics categorized by SIC codes.

Do I need SQL knowledge to analyze SEC 10-K filings with this tool?▼

Yes, SQL knowledge is required to analyze SEC 10-K filings because the skill uses SQL to query the SQLite database. Users must construct SQL queries to extract company details, filing history, and financial metrics from the database.

How do I retrieve company details and filing history from SEC 10-K data?▼

To retrieve company details and SEC 10-K filing history, you query the SQLite database using the company's CIK identifier. This extracts basic company information like name and address alongside historical filing data including form types and filing dates.

Can I perform industry-specific financial analysis using SEC 10-K data?▼

You can perform industry-specific SEC 10-K financial analysis by leveraging SIC codes within the SQLite database. The skill identifies industry-specific metrics and evaluates sector-focused financial data for comprehensive reporting.

What is the best way to analyze long-term obligations and capital allocation from SEC 10-K filings?▼

To analyze SEC 10-K long-term obligations and capital allocation, evaluate the company's operating, investing, and financing cash flows using SQL queries. The skill examines long-term debt, goodwill, and other obligations to deliver a structured financial report.

Related Skills

Explore More Data & Analytics Skills→
biomaps-infrabiomaps-infra

lib-edgartools

Extract financial statements and XBRL data from SEC EDGAR filings.

Official
Advanced
InnerScopeHearingInnerScopeHearing

EdgarTools

Retrieve and analyze SEC filings and financial statements using EdgarTools.

Official
Advanced
sagunkayasthasagunkayastha

edgartools

Retrieves SEC EDGAR filings and parses financial data via XBRL.

Community
Advanced
franklee16franklee16
203

sec-edgar-parser

Download and parse SEC EDGAR filings into text and table data.

Community
Intermediate