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sec-10q-analysis

Official

Turn SEC 10-Qs into clear quarterly insights.

Finance & Accounting#mcp#sec-filings#earnings-analysis#quarterly-analysis#10q#segment-revenue
AuthorOctagonAI
Version1.0.0
Installs0

System Documentation

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.

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-10q-analysis
Download link: https://github.com/OctagonAI/skills/archive/main.zip#sec-10q-analysis

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