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

2. Execute Query via Octagon MCP

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Feb 7, 2026