sec-risk-factors

name	sec-risk-factors
description	Extract and summarize risk factors from SEC filings using the Octagon Claude plugin. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.

SEC Risk Factors Analysis

Extract and summarize risk factors from SEC filings (10-K and 10-Q) 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 updates)
• Focus Areas (optional): Specific risk categories of interest

2. Execute Query via the Octagon Claude plugin

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

Extract and summarize the risk factors section from <TICKER>'s latest annual report.

MCP Call Format:

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