Filing Triangulation

filing-triangulation

You hand over a ticker. The workflow runs five fundamental skills in sequence and returns a unified report with a cross-source verdict:

• 8-k-scanner — material events over the last 90 days
• risk-factor-delta — 10-K risk factor YoY changes
• filing-sentiment — LM tone shift on 10-K narrative sections
• insider-flow — Form 4 signal-vs-noise + cluster buys
• analyst-tracker — sell-side ratings and consensus PT

Answers "what is the full fundamental picture on this name?" — the integrated view I've been building manually every time you asked me to look at ALLO or NVDA.

When to invoke

• Deep-dive on a single name before a position decision
• Pre-portfolio review triage
• Fundamental analyst prep for a call
• The user says "full fundamental read on X", "triangulate X", "everything you know about X"

Not for: watchlist scans (one ticker at a time; this is 5+ API call sequences). Not for real-time (all data sources are snapshot / filing-based).

What you need

• A ticker (--ticker)
• MASSIVE_API_KEY exported
• Stocks Basic minimum
• Optional: Benzinga Analyst Ratings entitlement (analyst-tracker section will emit NOT_AUTHORIZED without it and skip gracefully)

Optional:

• --lookback-days-8k (default 90)
• --lookback-days-insider (default 180)
• --lookback-days-analyst (default 180)
• --exclude-directors (pass through to insider-flow)

What you get back

Layer 1: canonical JSON with the full output of each sub-skill nested under eight_k_scanner, risk_factor_delta, filing_sentiment, insider_flow, analyst_tracker. Plus a top-level triangulation block with verdict, bullish_signals, concerns, other_signals.

Layer 2: rendered note. Verdict header + concerns / bullish signals list + per-sub-skill summary blocks.

How it works

1. Runs each sub-skill in sequence with error catching. If any sub-skill raises (entitlement, empty data, etc.), records the error and moves on.
2. Cross-reads the outputs to build a triangulation:
   • Bullish signals: insider cluster buys, analyst upgrades, ensemble consensus PT premium, positive M&A / leadership news
   • Concerns: negative tone shift, new risk categories, insider selling, analyst downgrades, restatement filings
3. Verdict:
   • predominantly_constructive: >=2 bullish, <=1 concern
   • predominantly_concerning: >=3 concerns, 0 bullish
   • mixed: >=1 bullish AND >=2 concerns
   • no_clear_signal: everything else

Fallbacks

If a sub-skill fails, the sub_skill_errors block reports the failure and the triangulation is built from what remains. Missing Benzinga analyst-tracker just drops the sell-side lens.

Endpoints used (via sub-skills)

• /stocks/filings/8-K/vX/disclosures
• /stocks/filings/vX/risk-factors
• /stocks/filings/10-K/vX/sections
• /stocks/filings/vX/form-4
• /benzinga/v1/ratings

Doesn't handle (yet)

• Batch mode. One ticker per run. A watchlist mode would iterate + summarize, but the per-ticker output is already dense.
• Time-series triangulation. A single point-in-time verdict; no rolling history.
• Price context. No overlay of the fundamental verdict against the current price / RS / vol regime.
• Options overlay. Not chained to options-flow or zero-dte-gamma.

These are clean composite extensions.