sec-mda-analysis

name	sec-mda-analysis
description	Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using the Octagon Claude plugin. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.

SEC MD&A Analysis

Analyze the Management Discussion and Analysis (MD&A) section from SEC filings for public companies using the Octagon Claude plugin.

Prerequisites

Ensure the Octagon Claude plugin is installed and configured in Claude Code before invoking this skill.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

• Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
• Filing Type (optional): 10-K (annual) or 10-Q (quarterly)
• Focus Areas (optional): Strategic initiatives, financial performance, risks

2. Execute Query via the Octagon Claude plugin

Use the octagon-agent tool with a natural language prompt:

Analyze the Management Discussion and Analysis section from <TICKER>'s latest quarterly report.

MCP Call Format:

{
  "server": "octagon-claude-plugin",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt":