sec-annual-comparison
Installation
SKILL.md
SEC Annual Comparison
Compare key metrics and risk factors between current and previous year 10-K filings 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)
- Years (optional): Specific fiscal years to compare
- Focus Areas (optional): Financials, risks, segments, strategy