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stock-filing

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UpdatedMay 11, 2026 at 13:25

Deep dive analysis of a 10-K or 10-Q SEC filing. Use when the user shares or pastes a filing, asks about an annual report, quarterly report, or wants to know what changed in a filing.

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daringanitch

daringanitch/claude-stock-analyst

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Related occupationsSOC

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Financial and Investment AnalystsBusiness and Financial Operations Occupations·SOC 13-2051

SKILL.md

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name	stock-filing
description	Deep dive analysis of a 10-K or 10-Q SEC filing. Use when the user shares or pastes a filing, asks about an annual report, quarterly report, or wants to know what changed in a filing.

Analyze the attached or provided SEC filing. I want:

WHAT CHANGED vs prior period — highlight every disclosure that is new or materially different
RISK FACTOR CHANGES — any new risks added? Any risks removed that seem premature?
MD&A LANGUAGE SHIFTS — compare tone to prior filing. More hedged? Less confident?
FOOTNOTES BURIED — what is management disclosing in footnotes that deserves headline attention?
SEGMENT CHANGES — any business segments added, removed, or reclassified?
FORWARD-LOOKING STATEMENTS — what specific numbers are they guiding to or avoiding?

Flag the top 3 things a casual reader would miss.

stock-filing

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