# Reading Sec Filings

> Extracts content from SEC filings (10-K, 10-Q, 8-K) via Financial Datasets API. Use when asked about risk factors, MD&A, business descriptions, or SEC filing content.

- Skill: `tomevault-io/reading-sec-filings` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add tomevault-io/reading-sec-filings`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/reading-sec-filings/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: tomevault-io (https://skillmd.com/u/tomevault-io)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tomevault-io/reading-sec-filings

---


# Reading SEC Filings

## Tools

| Tool | Use |
|------|-----|
| `get_filings` | List filings (metadata, accession numbers) |
| `get_10K_filing_items` | Extract sections from annual reports |
| `get_10Q_filing_items` | Extract sections from quarterly reports |
| `get_8K_filing_items` | Extract content from current reports |

## 10-K Items

Use `item` parameter with array of item IDs:
- `Item-1`: Business
- `Item-1A`: Risk Factors
- `Item-7`: MD&A
- `Item-8`: Financial Statements

## 10-Q Items

- `Item-1`: Financial Statements
- `Item-2`: MD&A
- `Item-3`: Market Risk
- `Item-4`: Controls

## Examples

**Input:** "What are Apple's risk factors?"
```
get_10K_filing_items(ticker: "AAPL", year: 2024, item: ["Item-1A"])
```
**Output:** Summarize key risks, don't dump the full text:
"Apple's key risks include supply chain concentration in Asia, intense competition across all product categories, and regulatory scrutiny in multiple jurisdictions."

---

**Input:** "What does NVDA's management say about AI demand?"
```
get_10K_filing_items(ticker: "NVDA", year: 2024, item: ["Item-7"])
```
**Output:** Extract relevant MD&A sections:
"NVIDIA's management highlights unprecedented data center demand driven by generative AI, with revenue up 217% YoY in that segment."

---

**Input:** "Recent Tesla 8-K filings"
```
get_filings(ticker: "TSLA", filing_type: "8-K", limit: 5)
```
Then for each relevant filing:
```
get_8K_filing_items(ticker: "TSLA", accession_number: "0001628280-24-012345")
```
**Output:** Summarize material events:
"Tesla's recent 8-Ks cover Q3 earnings (Oct 23), executive departure (Oct 15), and factory expansion announcement (Oct 8)."

---

**Input:** "How did Microsoft describe its cloud business in Q2?"
```
get_10Q_filing_items(ticker: "MSFT", year: 2024, quarter: 2, item: ["Item-2"])
```
**Output:** Extract cloud-specific commentary from MD&A.

---
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<!-- tomevault:4.0:skill_md:2026-04-11 -->