| name | sec-segment-reporting |
| description | Analyze business segment performance and reporting from SEC filings using the Octagon Claude plugin. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings. |
SEC Segment Reporting
Analyze business segment performance and reporting 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 Area (optional): Revenue, profitability, geographic, trends
2. Execute Query via the Octagon Claude plugin
Use the octagon-agent tool with a natural language prompt:
Analyze business segment performance and reporting from <TICKER>'s latest quarterly filing.
MCP Call Format:
{
"server": "octagon-claude-plugin",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Analyze business segment performance and reporting from IBM's latest quarterly filing."
