sec-10k-analysis
SEC 10-K Analysis
Analyze annual 10-K filings for public companies to extract key financial metrics, risk factors, and business insights using the Octagon MCP server.
Prerequisites
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Workflow
1. Identify Analysis Parameters
Determine the following before querying:
- Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
- Filing Year (optional): Specific fiscal year if not latest
- Focus Areas (optional): Financial metrics, risk factors, business segments, etc.
2. Execute Query via Octagon MCP
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