Stock Filing

Deep dive analysis of a 10-K or 10-Q SEC filing. Use when the user shares or pastes a filing, asks about an annual report, quarterly report, or wants to know what changed in a filing.

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File contents

Analyze the attached or provided SEC filing. I want:

  1. WHAT CHANGED vs prior period — highlight every disclosure that is new or materially different
  2. RISK FACTOR CHANGES — any new risks added? Any risks removed that seem premature?
  3. MD&A LANGUAGE SHIFTS — compare tone to prior filing. More hedged? Less confident?
  4. FOOTNOTES BURIED — what is management disclosing in footnotes that deserves headline attention?
  5. SEGMENT CHANGES — any business segments added, removed, or reclassified?
  6. FORWARD-LOOKING STATEMENTS — what specific numbers are they guiding to or avoiding?

Flag the top 3 things a casual reader would miss.

daringanitch/claude-stock-analyst/tree/main/skills/stock-filing commit d3e5d3c840

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