sec-8k-analysis

Installation
SKILL.md

SEC 8-K Analysis

Analyze 8-K filings to extract material events and corporate changes for public companies 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)
  • Time Period (optional): Recent filings, specific date range
  • Event Type (optional): Specific 8-K items of interest

2. Execute Query via Octagon MCP

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Feb 7, 2026