| name | sec-10k-analysis |
| description | Analyze 10-K annual filings for public companies using the Octagon Claude plugin. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings. |
SEC 10-K Analysis
Analyze annual 10-K filings for public companies to extract key financial metrics, risk factors, and business insights 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 Year (optional): Specific fiscal year if not latest
- Focus Areas (optional): Financial metrics, risk factors, business segments, etc.
2. Execute Query via the Octagon Claude plugin
Use the octagon-agent tool with a natural language prompt:
Analyze the latest 10-K filing for <TICKER> and extract key financial metrics and risk factors.
MCP Call Format:
{
"server": "octagon-claude-plugin",
"toolName": "octagon-agent",
"arguments": {
"prompt":
