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OctagonAIOctagonAI/octagon-mcp-server/skills/sec-10k-analysis/SKILL.md

sec-10k-analysis

Skill147 starsChanged 5 months agoMITView on GitHub

Analyze 10-K annual filings to extract business model, financial priorities, risk factors, segments, and notable changes. Use when the user asks about 10-Ks, annual filings, SEC risk factors, or filing-based due diligence.

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    1. OctagonAI/skills★ 127same name

    How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.

  • In this repository6 other files it gives its agents.

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

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  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Use this skill for annual filing due diligence and risk review.

    line 8
  2. Distinctive:

    Start with a short business overview

    line 30

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

SEC 10-K Analysis

Use this skill for annual filing due diligence and risk review.

Query format

Analyze the latest 10-K for <COMPANY OR TICKER> and summarize the business model, key risks, segment performance, and material changes versus the prior year.

MCP call

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-K for MSFT and summarize the business model, key risks, segment performance, and material changes versus the prior year."
  }
}

Output expectations

  • Start with a short business overview
  • Pull out the most material risks instead of listing everything
  • Highlight reporting segments, capital allocation, and accounting watch items
  • Compare important changes to the prior annual filing when evidence is available

Follow-up prompts

  • "Expand only the risk factors section."
  • "Compare the current 10-K to last year's filing."
  • "Extract segment performance and margin commentary."

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