sec-filing-reader

Extract, locate, and summarize SEC filings for companies and insiders.

11|Updated Mar 13, 2026

Search Tags:#summarization #compliance #filings #regulatory #edgar #sec

Ready to run

npx skills add https://github.com/TradeInsight-Info/investment-analysis-skills --skill sec-filing-reader

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: sec-filing-reader
Source: https://github.com/TradeInsight-Info/investment-analysis-skills/tree/main/fundamental-analysis/skills/sec-filing-reader
Command: npx skills add https://github.com/TradeInsight-Info/investment-analysis-skills --skill sec-filing-reader

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill enables users to efficiently access and understand SEC filings, reducing the time and effort needed to gather detailed regulatory disclosures.

Core Features & Use Cases

SEC Filing Retrieval: Locate filings such as 10-K, 10-Q, 8-K, DEF 14A, and Form 4 for specified companies or insiders.
Automated Summarization: Generate structured summaries highlighting key sections like business description, risk factors, MD&A, financial data, and executive compensation.
Use Case: For an investor evaluating new disclosures, use this Skill to scan the latest filings, extract critical risk updates, and compare executive compensation over multiple periods.

Quick Start

Enter a company ticker or name along with the desired filing type, such as 10-K or 8-K, to get an immediate structured report from the SEC database.

Frequently Asked Questions about sec-filing-reader

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

FAQPage Schema

How do I summarize SEC filings for due diligence and compliance analysis?▼

You can summarize SEC filings by entering a company ticker or name alongside the filing type, such as 10-K or 8-K, to automatically parse primary documents and generate structured summaries of risk factors, MD&A, and financial data.

What types of SEC filings can I retrieve and parse using ticker resolution?▼

Using ticker resolution and EFTS search, you can retrieve and parse primary SEC filings including 10-K, 10-Q, 8-K, DEF 14A, and Form 4 to extract material disclosures and governance insights for companies and insiders.

Can I extract executive compensation and risk factor updates from an 8-K filing?▼

Yes, automated summarization extracts executive compensation and risk factor updates from filings like 8-K, generating structured summaries that highlight critical sections including business descriptions, MD&A, financial data, and executive compensation over multiple periods.

Does this approach work with EDGAR for finding specific insider Form 4 filings?▼

Yes, it integrates with EDGAR using EFTS search and ticker resolution to locate insider Form 4 filings, enabling detailed parsing of primary documents to meet regulatory research and compliance analysis needs.

What is the best way to scan the latest SEC disclosures for material changes?▼

The best way to scan latest SEC disclosures for material changes is using automated summarization to extract critical risk updates and contextual insights from primary documents, significantly reducing the time needed to gather detailed regulatory disclosures.

When do I need to parse primary documents from SEC filings instead of just viewing them?▼

Parsing primary documents from SEC filings is necessary when conducting due diligence requiring structured data extraction, contextual insights into governance, and automated comparison of financial data or executive compensation across multiple reporting periods.