Researches SEC filings, earnings calls, analyst reports, and market data.

CC0-1.0Auto-check passedBusiness, Finance & HR

Install Researchers Financial

skills CLI
$ npx skills add bitwize-music-studio/claude-ai-music-skills --skill researchers-financial -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install bitwize-music-studio/claude-ai-music-skills researchers-financial --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/bitwize-music-studio/claude-ai-music-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/researchers-financial .claude/skills/researchers-financial && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
researchers-financial
GitHub stars
544
Token cost
~2.3k tokens
SKILL.md length
858 words
Files
2
Skills in repo
51
Repo updated
First seen
Licence
CC0-1.0

At a glance

Researches SEC filings, earnings calls, analyst reports, and market data.

  • Works in 4 steps: Research the specified topic using your… → Gather sources following the source… → Document findings with full citations → …
  • The album subject involves financial crimes
  • SKILL.md covers Your Task, Domain Expertise, Key Sources and Reading SEC Filings, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Researchers Financial is an agent skill from bitwize-music-studio/claude-ai-music-skills. Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.

Its SKILL.md is about 2.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `SEC_FILING_GUIDE.md`).

It sits in Business, Finance & HR, covering Stock and market analysis. It works with SEC EDGAR. The repository describes itself as: Human + AI music production workflow for Suno - skills, templates, and tools. The licence is CC0-1.0.

When your agent uses it

  • The album subject involves financial crimes
  • Corporate stories

Example prompts

  • “Use the researchers-financial skill to research SEC filings, earnings calls, analyst reports, and market data”
  • “/researchers-financial”

Requirements

  • Pre-approved tools (allowed-tools): Read, Edit, Write, Grep, Glob, WebFetch, WebSearch

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Research the specified topic using your domain expertise
  2. Gather sources following the source hierarchy
  3. Document findings with full citations
  4. Flag items needing human verification

What it can do on your machine

Read from SKILL.md and the folder at commit 58f32c2. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Edit
    • Write
    • Grep
    • Glob
    • WebFetch
    • WebSearch

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • sec.gov
    • efts.sec.gov
    • seekingalpha.com
    • fool.com
    • wsj.com
    • bloomberg.com
    • ft.com
    • reuters.com
    • finance.yahoo.com
    • google.com
    • pacer.uscourts.gov
    • reorg.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Researchers Financial loads about 2.3k tokens when it runs. Until then it costs about 47 tokens; SKILL.md has 858 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~47
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from bitwize-music-studio/claude-ai-music-skills at commit 58f32c2, republished under its CC0-1.0 licence (© bitwize-music-studio). 858 words, ~2,275 tokens.

Download SKILL.mdSave it as .claude/skills/researchers-financial/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
researchers-financial
description
Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.
allowed-tools
Read, Edit, Write, Grep, Glob, WebFetch, WebSearch
argument-hint
<"research [topic]" or track-path to verify>
model
sonnet
effort
high
user-invocable
false
context
fork

Your Task

Research topic: $ARGUMENTS

When invoked:

  1. Research the specified topic using your domain expertise
  2. Gather sources following the source hierarchy
  3. Document findings with full citations
  4. Flag items needing human verification

Financial Researcher

You are a financial documents specialist for documentary music projects. You research SEC filings, earnings calls, analyst reports, and corporate financial disclosures.

Parent agent: See ${CLAUDE_PLUGIN_ROOT}/skills/researcher/SKILL.md for core principles and standards. Override preferences: If {overrides}/research-preferences.md exists, apply those standards (minimum sources, depth, etc.) to your domain-specific research.


Domain Expertise

What You Research
  • SEC filings (10-K, 10-Q, 8-K, proxy statements)
  • Earnings call transcripts
  • Analyst reports and ratings
  • Corporate press releases
  • Bankruptcy filings
  • M&A documentation
  • Shareholder lawsuits
  • Stock price history
Source Hierarchy (Financial Domain)

Tier 1 (Official Filings):

  • SEC EDGAR filings
  • Company investor relations
  • Stock exchange filings
  • Bankruptcy court documents

Tier 2 (Verified Reporting):

  • Earnings call transcripts
  • Analyst reports (from major firms)
  • Financial journalism (WSJ, FT, Bloomberg)

Tier 3 (Market Data):

  • Stock price history
  • Trading volume data
  • Short interest reports

Tier 4 (Analysis):

  • Financial blogs
  • Investor forums (verify independently)
  • Short seller reports (note bias)

Key Sources

SEC EDGAR

Main site: https://www.sec.gov/edgar/searchedgar/companysearch Full-text search: https://efts.sec.gov/LATEST/search-index

Key filing types:

FilingWhat It Is
10-KAnnual report - comprehensive financial picture
10-QQuarterly report - interim financials
8-KCurrent report - material events (breach disclosures, exec departures)
DEF 14AProxy statement - executive compensation, board info
S-1IPO registration
13FInstitutional holdings
Form 4Insider trading (buying/selling by execs)
Earnings Calls

Seeking Alpha: https://seekingalpha.com/ (transcripts) The Motley Fool: https://www.fool.com/earnings-call-transcripts/ Company IR sites: Most post transcripts

What to find:

  • CEO/CFO quotes about events
  • Analyst questions
  • Forward guidance
  • Damage estimates
Financial News

Wall Street Journal: https://www.wsj.com/ Bloomberg: https://www.bloomberg.com/ Financial Times: https://www.ft.com/ Reuters Business: https://www.reuters.com/business/

Stock Data

Yahoo Finance: https://finance.yahoo.com/ Google Finance: https://www.google.com/finance/ Historical data: For stock price around events

Bankruptcy

PACER: https://pacer.uscourts.gov/ (bankruptcy courts) Reorg Research: https://reorg.com/ (bankruptcy news)


Reading SEC Filings

10-K (Annual Report)

Key sections:

  1. Item 1: Business - What the company does
  2. Item 1A: Risk Factors - What could go wrong (gold for controversies)
  3. Item 3: Legal Proceedings - Lawsuits, investigations
  4. Item 7: MD&A - Management's discussion (narrative)
  5. Item 8: Financial Statements - The numbers
  6. Notes to Financial Statements - Where bodies are buried

What to extract:

  • Revenue/profit figures
  • Risk disclosures about specific events
  • Legal exposure
  • Management commentary on controversies
8-K (Current Report)

Filed when material events occur:

  • Executive departures (Item 5.02)
  • Cybersecurity incidents (Item 1.05 - new as of 2023)
  • Bankruptcy (Item 1.03)
  • Material agreements (Item 1.01)
  • Asset impairments (Item 2.06)

What to extract:

  • First disclosure of events
  • Official company statement
  • Estimated impact
  • Timeline
Proxy Statement (DEF 14A)

Key sections:

  • Executive compensation
  • Board composition
  • Related party transactions
  • Shareholder proposals

What to extract:

  • Executive pay during crisis
  • Board member backgrounds
  • Conflicts of interest

Research Techniques

Following the Money
  1. Find the 8-K - First disclosure of event
  2. Read the 10-K/10-Q - Ongoing disclosures, risk factors
  3. Check earnings calls - What management said
  4. Track stock price - Market reaction
  5. Look for lawsuits - Securities class actions
Researching Corporate Scandals
  1. SEC enforcement - https://www.sec.gov/litigation.html
  2. DOJ press releases - Criminal charges
  3. Shareholder lawsuits - Class action complaints
  4. Whistleblower tips - Sometimes in news coverage
  5. Short seller reports - Muddy Waters, Hindenburg, etc.
Show full SKILL.md (332 more words)Show less
Finding Executive Quotes

Earnings calls are gold for executive quotes:

  • Scripted remarks (prepared)
  • Q&A responses (more candid)
  • Analyst pushback

Search: "[executive name]" "[company]" earnings call [year]


Output Format

When you find financial sources, report:

markdown
## Financial Source: [Type]

**Company**: [Name, ticker]
**Document**: [10-K/8-K/Earnings call/etc.]
**Period**: [Fiscal year/quarter]
**Date Filed**: [Date]
**URL**: [EDGAR link or source]

### Key Facts
- [Fact 1 - financial figures, dates]
- [Fact 2 - disclosures, risks]
- [Fact 3 - management statements]

### Financial Figures
- **Revenue**: $[X]
- **Loss/Profit**: $[X]
- **Impact disclosed**: $[X] (from specific event)
- **Stock price**: $[X] → $[Y] (date range)

### Executive Quotes
> "[Quote from filing or earnings call]"
> — [Name], [Title], [Source]

> "[Another quote]"
> — [Name], [Title], [Source]

### Risk Factor Language
> "[Relevant risk disclosure]"
> — [Filing], Item 1A

### Timeline
- [Date]: [Financial event]
- [Date]: [Disclosure/filing]

### Lyrics Potential
- **Numbers that tell story**: [Figures for lyrics]
- **Executive language**: [Quotable phrases]
- **Market reaction**: [Stock moves, analyst downgrades]

### Verification Needed
- [ ] [What to double-check]

Financial Language for Lyrics

Terms from filings that work in lyrics:

TermMeaningLyric Use
Material adverse effectSerious negative impact"Material adverse, the lawyers warned"
Going concernMay not survive"Going concern, the auditors wrote"
RestatementCorrecting financials"Had to restate the books"
ImpairmentWriting down value"Impairment charge, billion gone"
GoodwillPremium paid in acquisition"Goodwill evaporated"
DisclosureRequired revelation"Buried in the disclosure"
Forward-looking statementsPredictions (with safe harbor)"Forward-looking, looking back"
ClawbackTaking back compensation"Clawback on the bonus"
Golden parachuteExecutive exit pay"Golden parachute deployed"
Whistle-blowerInternal reporter"Whistle-blower came forward"

Common Album Types

Corporate Fraud
  • Restated financials
  • SEC enforcement
  • Executive departures
  • Relevant albums: Mark to Market (Enron-style), Authorization
Cyber Breach Impact
  • 8-K disclosures
  • Cost estimates in filings
  • Stock price impact
  • Relevant albums: Guardians of Peace (Sony), various breach stories
Corporate Collapse
  • Bankruptcy filings
  • Final 10-Ks
  • Creditor fights
  • Relevant albums: Various potential

Reading Between the Lines

Risk Factors

Companies must disclose risks. New or expanded risk factors often signal:

  • Active investigations
  • Known vulnerabilities
  • Anticipated lawsuits
  • Regulatory scrutiny

Compare year-over-year: What's new in this year's 10-K?

MD&A Language

Management's tone reveals a lot:

  • Defensive language - Justifying decisions
  • Vague attributions - "Market conditions" blame
  • Forward-looking optimism - Spinning bad news
  • Acknowledgment - Rare honesty
Earnings Call Q&A

Analysts often ask what management won't volunteer:

  • Watch for deflections
  • Note questions they refuse to answer
  • Compare scripted remarks to Q&A responses

Remember

  1. EDGAR is free - All public company filings are available
  2. 8-Ks break news - First official disclosure of events
  3. Risk factors evolve - Compare year-over-year for changes
  4. Earnings calls are candid - Q&A especially revealing
  5. Stock price tells story - Market reaction to events
  6. Numbers have context - One-time charges vs. ongoing

Your deliverables: Filing links, financial figures, executive quotes, risk disclosures, and market data for context.

© bitwize-music-studio, CC0-1.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file in skills/researchers-financial of bitwize-music-studio/claude-ai-music-skills.

  • SKILL.md
  • SEC_FILING_GUIDE.md

Open the folder on GitHubat commit 58f32c2

Compare with similar skills

Researchers Financial next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Researchers Financial compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Researchers Financial this skillbitwize-music-studio/claude-ai-music-skills544—~2.3kAutomated safety check: PassCC0-1.0
Global Stock Datasimonlin1212/global-stock-data1.7k—~19kAutomated safety check: PassApache-2.0
Longbridge Contenthelsome/folio2711 repos~883Automated safety check: PassMIT
Sn Search FinanceOpenSenseNova/SenseNova-Skills5.7k—~851Automated safety check: NotesMIT
Xvary Stock Researchsickn33/agentic-awesome-skills47k2 repos~952Automated safety check: PassMIT
Financial Researchfirecrawl/web-agent1.2k—~1.1kAutomated safety check: PassMIT

Similar skills

  • Global Stock Data

    simonlin1212/global-stock-data

    美股港股全栈数据工具包(官方源优先)— 十三层架构·30+端点·11数据源·全部零鉴权。在原有行情/K线/技术指标(MA/MACD/RSI/KDJ/布林带)/基本面/资金面/期权/SEC Filing/工具八层之上,新增:CBOE官方期权链(完整希腊字母+IV+0DTE流+异动识别)、FINRA全市场每日空头成交量、SEC…

    1.7k GitHub stars~19k tokensUpdated yesterday
    Business, Finance & HRAuto-check passed
  • Longbridge Content

    helsome/folio

    Latest news articles, regulatory filings, community discussion topics for listed stocks, and SEC EDGAR filing analysis (10-K/10-Q/8-K/proxy/Form 4) via Longbridge.

    271 GitHub starsUsed in 1 repo~883 tokens
    Business, Finance & HRAuto-check passed
  • Sn Search Finance

    OpenSenseNova/SenseNova-Skills

    用于搜索金融市场、证券、上市公司基本面、价格、K 线、披露文件、财经新闻、A 股数据、港股或全球 ticker,可使用 yfinance、mootdx、API 脚本或 browser-use。

    5.7k GitHub stars~851 tokensUpdated 2 days ago
    Business, Finance & HRAuto-check: notes
  • Xvary Stock Research

    sickn33/agentic-awesome-skills

    Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).

    47k GitHub starsUsed in 2 repos~952 tokens
    Business, Finance & HRAuto-check passed
  • Financial Research

    firecrawl/web-agent

    Pulls a public company's latest 10-K or 10-Q figures and analyst consensus from SEC EDGAR and Yahoo Finance, then cross-checks the two sources.

    1.2k GitHub stars~1.1k tokensUpdated 5 mo ago
    Business, Finance & HRAuto-check passed
  • US Market Data Toolkit

    Geeksfino/finskills

    Free Python scripts that fetch US stock data, SEC filings, insider trades and macro indicators, and run financial score calculators and portfolio analytics.

    282 GitHub stars~1.2k tokensUpdated 7 mo ago
    Business, Finance & HRAuto-check passed

More from bitwize-music-studio/claude-ai-music-skills

All 51 skills in this repo
  • Album Conceptualizer

    bitwize-music-studio/claude-ai-music-skills

    Designs album concepts, tracklist architecture, and thematic planning through 7 structured phases.

    544 GitHub stars~3.6k tokensUpdated 3 days ago
    Auto-check passed
  • Album Dashboard

    bitwize-music-studio/claude-ai-music-skills

    Shows a structured progress dashboard for an album with percentage complete per phase, blocking items, and status breakdown.

    544 GitHub stars~1.1k tokensUpdated 3 days ago
    Auto-check passed
  • Album Ideas

    bitwize-music-studio/claude-ai-music-skills

    Tracks and manages album ideas including brainstorming, planning, and status updates.

    544 GitHub stars~2.2k tokensUpdated 3 days ago
    Auto-check passed
  • Clipboard

    bitwize-music-studio/claude-ai-music-skills

    Copies track content (lyrics, style prompts, streaming lyrics) to the system clipboard.

    544 GitHub stars~1.4k tokensUpdated 3 days ago
    Auto-check: notes
  • Cloud Uploader

    bitwize-music-studio/claude-ai-music-skills

    Uploads promo videos and content to Cloudflare R2 or AWS S3.

    544 GitHub stars~2.1k tokensUpdated 3 days ago
    Auto-check: notes
  • Configure

    bitwize-music-studio/claude-ai-music-skills

    Sets up or edits the plugin configuration file interactively.

    544 GitHub stars~2.2k tokensUpdated 3 days ago
    Auto-check: notes

Works with

Questions about Researchers Financial

What does Researchers Financial do?

Researches SEC filings, earnings calls, analyst reports, and market data. Researchers Financial is an agent skill from bitwize-music-studio/claude-ai-music-skills. Researches SEC filings, earnings calls, analyst reports, and market data.

When should I use Researchers Financial?

Researchers Financial fits situations like: the album subject involves financial crimes; corporate stories.

How do I install Researchers Financial in Claude Code?

Run `npx skills add bitwize-music-studio/claude-ai-music-skills --skill researchers-financial -a claude-code`. Or copy the skill folder (skills/researchers-financial in bitwize-music-studio/claude-ai-music-skills) into .claude/skills/researchers-financial in your project. Claude Code loads it when a task matches its description.

How do I install Researchers Financial in Codex?

Run `npx skills add bitwize-music-studio/claude-ai-music-skills --skill researchers-financial -a codex`. Or copy the skill folder (skills/researchers-financial in bitwize-music-studio/claude-ai-music-skills) into .agents/skills/researchers-financial in your project. Codex loads it when a task matches its description.

Can I use Researchers Financial in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add bitwize-music-studio/claude-ai-music-skills --skill researchers-financial -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/researchers-financial, .gemini/skills/researchers-financial, .github/skills/researchers-financial and .opencode/skills/researchers-financial in your project.

What does Researchers Financial need to run?

SKILL.md names no scripts, command-line tools or credentials: Researchers Financial is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Edit, Write, Grep, Glob, WebFetch, WebSearch.

Does Researchers Financial access the network?

SKILL.md names 12 domains. As links in the text: sec.gov, efts.sec.gov, seekingalpha.com, fool.com, wsj.com, bloomberg.com, ft.com, reuters.com, finance.yahoo.com, google.com, pacer.uscourts.gov and reorg.com. This is read from the text; nothing was executed.

Is Researchers Financial safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Researchers Financial use?

Researchers Financial is published under the CC0-1.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Researchers Financial use?

About 2.3k tokens (SKILL.md is roughly 9.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Researchers Financial?

Skills that share tags, products or a category with Researchers Financial: Global Stock Data (simonlin1212/global-stock-data, 1.7k stars), Longbridge Content (helsome/folio, 271 stars), Sn Search Finance (OpenSenseNova/SenseNova-Skills, 5.7k stars) and Xvary Stock Research (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Researchers Financial?

bitwize-music-studio (a GitHub organization) maintains it in bitwize-music-studio/claude-ai-music-skills, which has 544 GitHub stars. The repository holds 51 skills in this directory. The repository was last updated on October 7, 2026.

Source: bitwize-music-studio/claude-ai-music-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.