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octagonai / sec-10k-analysis

Analyze 10-K annual filings to extract business model, financial priorities, risk factors, segments, and notable changes. Use when the user asks about 10-Ks, annual filings, SEC risk factors, or filing-based due diligence.

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SKILL.md
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SEC 10-K Analysis

Use this skill for annual filing due diligence and risk review.

Query format

Analyze the latest 10-K for <COMPANY OR TICKER> and summarize the business model, key risks, segment performance, and material changes versus the prior year.

MCP call

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-K for MSFT and summarize the business model, key risks, segment performance, and material changes versus the prior year."
  }
}

Output expectations

  • Start with a short business overview
  • Pull out the most material risks instead of listing everything
  • Highlight reporting segments, capital allocation, and accounting watch items
  • Compare important changes to the prior annual filing when evidence is available

Follow-up prompts

  • "Expand only the risk factors section."
  • "Compare the current 10-K to last year's filing."
  • "Extract segment performance and margin commentary."