| name | sec-10q-analysis |
| description | Analyze 10-Q quarterly filings for public companies using the Octagon Claude plugin. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings. |
SEC 10-Q Analysis
Analyze quarterly 10-Q filings for public companies to extract quarterly performance metrics, segment breakdown, and interim financial updates 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)
- Quarter (optional): Specific quarter if not latest (Q1, Q2, Q3)
- Focus Areas (optional): Revenue, margins, segment performance, etc.
2. Execute Query via the Octagon Claude plugin
Use the octagon-agent tool with a natural language prompt:
Analyze the latest 10-Q filing for <TICKER> and extract quarterly performance metrics.
MCP Call Format:
{
"server": "octagon-claude-plugin",
"toolName": "octagon-agent",
"arguments": {
"prompt":
