SEC Risk Factors Analysis
Extract and categorize risk factors from 10-K and 10-Q filings using Octagon MCP. Compare year-over-year changes.
⚠️
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This skill extracts and summarizes risk factors from SEC 10-K and 10-Q filings with categorization by risk type. It identifies new or elevated risks versus the prior year and summarizes material risks for investment research workflows. Designed for equity research analysts and investment professionals. From the OctagonAI/skills collection. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Extract and categorize risk factors from SEC filings
- ✓Compare risk factors between current and prior year
- ✓Identify new or elevated risks in 10-K filings
- ✓Summarize material risks for investment research
Trigger Phrases
“Extract risk factors from SEC filing”“Categorize 10-K risk factors”“New risks in this annual filing”“Material risk summary from 10-K”
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code with Octagon MCP
- Octagon API key (free tier available)
- Company ticker symbol