OctagonAI 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."