sec-mda-analysis
SEC MD&A Analysis
Analyze the Management Discussion and Analysis (MD&A) section from SEC 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)
- Filing Type (optional): 10-K (annual) or 10-Q (quarterly)
- Focus Areas (optional): Strategic initiatives, financial performance, risks
2. Execute Query via Octagon MCP
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