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sec-footnotes-analysis

Analyze SEC filing footnotes and accounting policies for material disclosures and changes.

130|13|Updated Feb 2, 2026
Search Tags:#mcp#risk-assessment#analyze#footnotes#sec-filings#accounting-policies
One-click install
npx skills add https://github.com/OctagonAI/skills --skill sec-footnotes-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sec-footnotes-analysis
Source: https://github.com/OctagonAI/skills/tree/main/skills/sec-footnotes-analysis
Command: npx skills add https://github.com/OctagonAI/skills --skill sec-footnotes-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill helps analysts extract and interpret footnotes and accounting policies from SEC filings using Octagon MCP, enabling clearer insights into revenue recognition, contingencies, leases, and new accounting pronouncements.

Core Features & Use Cases

  • Footnote extraction: Identify and summarize policy disclosures across Note 1/2 and detailed topic notes.
  • Policy-change tracking: Detect changes in significant policies across filings and flag potential implications.
  • Risk assessment: Highlight contingencies, commitments, and litigation disclosures with sensitivity notes.
  • Cross-filing comparison: Compare footnotes across multiple companies and periods.
  • MCP-powered queries: Generate structured outputs with source citations for downstream modeling.

Quick Start

Analyze the footnotes and accounting policies from a company's latest SEC filing using Octagon MCP.

Frequently Asked Questions about sec-footnotes-analysis

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

FAQPage Schema
How do I analyze SEC footnotes and accounting policies from 10-K and 10-Q filings?▼

To analyze SEC footnotes, use this Skill to extract and interpret policy disclosures from 10-K and 10-Q filings, surfacing material disclosures, critical estimates, and potential accounting risks with source citations.

Can I compare footnotes across multiple companies and reporting periods?▼

Yes, cross-filing comparison allows you to compare footnotes and accounting policies across multiple companies and periods to detect policy changes, flag implications, and assess contingencies with structured outputs.

What types of accounting disclosures can I extract from SEC filings?▼

You can extract disclosures for revenue recognition, leases, contingencies, taxes, commitments, litigation, and new accounting pronouncements, while highlighting critical estimates and potential accounting risks.

How do I generate structured outputs with source citations for SEC filing reviews?▼

Use MCP-based prompts to generate structured outputs with source citations and notes from SEC footnotes, enabling downstream modeling and clear risk assessment of material disclosures.

Does this Skill support risk assessment for contingencies and litigation disclosures?▼

Yes, the Skill performs risk assessment by highlighting contingencies, commitments, and litigation disclosures with sensitivity notes, and flags critical estimates and potential accounting risks found in the footnotes.

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