sec-10q-analysis

Name: sec-10q-analysis
Availability: InStock
Author: Octagon

Analyze SEC 10-Q filings to extract quarterly metrics and MD&A highlights.

130|13|Updated Feb 2, 2026

Search Tags:#mcp #sec-filings #earnings-analysis #quarterly-analysis #10q #segment-revenue

Ready to run

npx skills add https://github.com/OctagonAI/skills --skill sec-10q-analysis

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: sec-10q-analysis
Source: https://github.com/OctagonAI/skills/tree/main/skills/sec-10q-analysis
Command: npx skills add https://github.com/OctagonAI/skills --skill sec-10q-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Analysts need a reliable, automated way to extract quarterly metrics, segment data, and interim updates from SEC 10-Q filings to support rapid research and decision-making.

Core Features & Use Cases

Automated 10-Q extraction: Retrieve quarterly revenue, net income, EPS, margins, and segment revenue from filings.
Segment and geography breakdown: Capture revenue by segment and key geographic contributions for trend analysis.
Source citations & MD&A extraction: Attach exact filing references and key management commentary for context.
Use Case: Quickly compare YoY and QoQ performance across multiple companies using a single query.

Quick Start

Instruct the agent to analyze the latest 10-Q filing for a given ticker and extract quarterly metrics, segment data, and MD&A highlights.

Frequently Asked Questions about sec-10q-analysis

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

FAQPage Schema

How do I extract quarterly revenue and segment data from SEC 10-Q filings?▼

You can extract quarterly revenue and segment data from SEC 10-Q filings by instructing an agent to retrieve financial metrics, segment revenue, and MD&A highlights. This automated 10-Q extraction produces structured metrics with exact source citations for rapid research.

What is the best way to compare YoY and QoQ performance across multiple companies?▼

The best way to compare YoY and QoQ performance across multiple companies is to extract standardized quarterly metrics from SEC 10-Q filings in a single query. This approach captures revenue, net income, EPS, margins, and segment data for consistent trend analysis.

Do I need Octagon MCP configuration to analyze 10-Q filings?▼

Yes, you need Octagon MCP configuration to analyze 10-Q filings because the extraction process uses the octagon-agent tool. This setup is required to retrieve quarterly metrics, cash and debt details, and liquidity metrics from public-company filings.

Can I extract management commentary and MD&A highlights from quarterly SEC filings?▼

Yes, you can extract management commentary and MD&A highlights from quarterly SEC filings. The analysis attaches exact filing references and key management commentary to the structured metrics, providing essential context for the quarterly performance data.

Does automated 10-Q extraction work across multiple sectors?▼

Yes, automated 10-Q extraction works across multiple sectors. You can apply it to public-company filings across various industries to produce YoY and QoQ comparisons, segment revenue breakdowns, and liquidity metrics consistently.

What liquidity metrics and debt details can I retrieve from 10-Q analysis?▼

From 10-Q analysis, you can retrieve structured liquidity metrics, cash and debt details, revenue, net income, EPS, and margins. These metrics are extracted with exact source citations, providing a clear picture of the company's interim financial position.