skills.rest
OctagonAI
OctagonAIOFFICIAL
Explore all skills by this author →
WebsiteGitHub

sec-analyst-master

Coordinate end-to-end SEC filing analysis for corporate due diligence.

130|13|Updated Feb 2, 2026
Search Tags:#mcp#governance#analyze#report-generation#due-diligence#sec-filings#risk-factors
One-click install
npx skills add https://github.com/OctagonAI/skills --skill sec-analyst-master
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sec-analyst-master
Source: https://github.com/OctagonAI/skills/tree/main/skills/sec-analyst-master
Command: npx skills add https://github.com/OctagonAI/skills --skill sec-analyst-master

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Centralizes and coordinates multiple SEC analysis skills to deliver comprehensive due diligence, regulatory review, and governance assessments with consistent, citation-rich outputs.

Core Features & Use Cases

  • Orchestrates core SEC analysis skills: sec-10k-analysis, sec-10q-analysis, sec-8k-analysis, sec-s1-analysis, sec-risk-factors, sec-mda-analysis, sec-footnotes-analysis, sec-cash-flow-review, sec-debt-covenant, sec-proxy-analysis, sec-corp-governance, sec-business-desc-analysis, sec-segment-reporting.
  • Generates standardized due diligence reports suitable for investment committees, legal counsel, and M&A teams, including YoY risk and metric comparisons.
  • Supports end-to-end workflow, including amendment tracking and material events synthesis, with structured citations.

Quick Start

Run the complete SEC analysis workflow on a target company to generate a full due diligence report.

Frequently Asked Questions about sec-analyst-master

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

FAQPage Schema
How do I automate SEC filing analysis for corporate due diligence?▼

Automate SEC filing analysis by orchestrating end-to-end workflows across 10-K, 10-Q, 8-K, and S-1 filings. This coordination generates standardized, citation-rich due diligence reports with YoY risk comparisons suitable for M&A teams.

Can I generate a single governance and risk assessment report from multiple SEC filings?▼

Yes, you can generate a single governance and risk assessment report by synthesizing data from proxy filings, corporate governance structures, and risk factors. The aggregated output provides structured citations and material events synthesis for legal counsel.

What is the best way to compare year-over-year risk factors in 10-K and 10-Q filings?▼

The best way to compare YoY risk factors is applying coordinated SEC analysis skills to 10-K and 10-Q filings. This process extracts and compares evolving risk disclosures and metrics, producing a structured due diligence report.

Does end-to-end SEC filing analysis cover cash flow review and debt covenant tracking?▼

End-to-end SEC filing analysis comprehensively covers cash flow review and debt covenant tracking. It orchestrates these specific financial reviews alongside segment reporting and footnotes analysis to ensure thorough regulatory compliance assessment.

How do I analyze S-1 filings and material events for IPO due diligence?▼

Analyze S-1 filings and material events by applying targeted SEC analysis workflows to initial registration statements and 8-K current reports. This synthesizes business descriptions and amendments into a structured, citation-rich document.

Related Skills

Explore More Legal & Compliance Skills→
InnerScopeHearingInnerScopeHearing

EdgarTools

Retrieve and analyze SEC filings and financial statements using EdgarTools.

Official
Advanced
rpoole-devrpoole-dev

Investment Committee Memo

Generate structured investment committee memos from due diligence and financial data.

Community
Advanced
brainbytes-devbrainbytes-dev
2

lbo-modeling

Automate end-to-end LBO modeling workflows for private equity deals.

Community
Advanced
OctagonAIOctagonAI
130

sec-amendments-review

Identify material changes in SEC filing amendments with citations.

Official
Advanced