Agent skill

Sec 10q Analysis

by OctagonAI in OctagonAI/skills

Analyze 10-Q quarterly filings for public companies using Octagon MCP.

MITAuto-check passedBusiness, Finance & HR

Install Sec 10q Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill sec-10q-analysis -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-10q-analysis --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/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-10q-analysis .claude/skills/sec-10q-analysis && 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
sec-10q-analysis
GitHub stars
127
Token cost
~1.3k tokens
SKILL.md length
497 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze 10-Q quarterly filings for public companies using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Extracting quarterly performance metrics
  • SKILL.md covers Prerequisites, Workflow, Example Queries and 10-Q Filing Structure, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec 10q Analysis is an agent skill from OctagonAI/skills. Analyze 10-Q quarterly filings for public companies using Octagon MCP. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It sits in Business, Finance & HR, covering OKRs and executive reporting and MCP servers. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Extracting quarterly performance metrics
  • Revenue breakdown
  • Operating margins
  • Segment performance

Example prompts

  • “/sec-10q-analysis”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    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 json).

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

  • Network

    No URLs in SKILL.md.

    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

Sec 10q Analysis loads about 1.3k tokens when it runs, and up to ~3.4k if it reads all its reference files. Until then it costs about 63 tokens; SKILL.md has 497 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~63
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.4k

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 OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 497 words, ~1,323 tokens.

Download SKILL.mdSave it as .claude/skills/sec-10q-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-10q-analysis
description
Analyze 10-Q quarterly filings for public companies using Octagon MCP. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.

SEC 10-Q Analysis

Analyze quarterly 10-Q filings for public companies to extract quarterly performance metrics, segment breakdown, and interim financial updates 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)
  • Quarter (optional): Specific quarter if not latest (Q1, Q2, Q3)
  • Focus Areas (optional): Revenue, margins, segment performance, etc.
2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Analyze the latest 10-Q filing for <TICKER> and extract quarterly performance metrics.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-Q filing for AAPL and extract quarterly performance metrics."
  }
}
3. Expected Output

The agent returns comprehensive 10-Q analysis including:

Quarterly Metrics:

  • Total Revenue (with YoY comparison)
  • Net Income
  • Basic and Diluted EPS
  • Operating Income and Margin
  • Segment Revenue Breakdown

Balance Sheet Updates:

  • Cash and Equivalents
  • Long-term Debt
  • Liquidity Position

Source Citations:

  • Specific page references from the 10-Q filing

Data Sources: octagon-financials-agent, octagon-sec-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding quarterly vs annual comparisons
  • Analyzing segment performance
  • Identifying sequential trends
  • Comparing to analyst expectations

Example Queries

Standard 10-Q Analysis:

Analyze the latest 10-Q filing for AAPL and extract quarterly performance metrics.

Segment Performance:

Extract product segment revenue breakdown from AAPL's latest 10-Q filing.

Margin Analysis:

Analyze operating and gross margins from MSFT's Q2 2024 10-Q filing.

YoY Comparison:

Compare GOOGL's Q3 2024 quarterly metrics to Q3 2023 from 10-Q filings.

Cash Flow Focus:

Extract quarterly cash flow metrics from AMZN's latest 10-Q filing.

Guidance Updates:

Extract any updated guidance or outlook from META's latest 10-Q filing.

10-Q Filing Structure

SectionContent
Part I, Item 1Financial Statements (Unaudited)
Part I, Item 2MD&A (Management Discussion & Analysis)
Part I, Item 3Quantitative & Qualitative Disclosures
Part I, Item 4Controls and Procedures
Part II, Item 1Legal Proceedings
Part II, Item 1ARisk Factors (Updates)
Part II, Item 2Unregistered Sales of Equity
Part II, Item 6Exhibits

Key Quarterly Metrics

MetricDescriptionComparison
RevenueQuarterly salesYoY and QoQ
Net IncomeQuarterly profitYoY and QoQ
EPS (Basic)Earnings per sharevs Estimates
EPS (Diluted)Diluted EPSvs Estimates
Operating IncomeIncome from operationsMargin trend
Gross MarginGross profit / Revenuevs Prior quarter
Operating MarginOperating income / Revenuevs Prior quarter
Show full SKILL.md (191 more words)Show less

Segment Analysis

Common segment breakdowns in 10-Q filings:

CompanyTypical Segments
AAPLiPhone, Mac, iPad, Services, Wearables
MSFTProductivity, Intelligent Cloud, Personal Computing
GOOGLGoogle Services, Google Cloud, Other Bets
AMZNNorth America, International, AWS
METAFamily of Apps, Reality Labs

10-Q vs 10-K Differences

Aspect10-Q10-K
FrequencyQuarterly (Q1, Q2, Q3)Annual
FinancialsUnauditedAudited
Detail LevelSummaryComprehensive
Risk FactorsUpdates onlyFull disclosure
MD&AQuarterly focusAnnual review

Analysis Tips

  1. Sequential comparison: Compare Q2 to Q1 (QoQ) not just YoY for trend insights.

  2. Seasonality awareness: Some businesses have strong seasonal patterns - compare to same quarter prior year.

  3. Guidance updates: Check MD&A for any updated full-year guidance.

  4. Risk factor changes: Part II Item 1A only includes changes - review for new concerns.

  5. Segment mix shifts: Watch for changes in segment contribution to total revenue.

  6. Margin trends: Operating margin changes can signal pricing or cost pressures.

Use Cases

  • Earnings analysis: Detailed breakdown after quarterly earnings
  • Trend tracking: Monitor sequential quarter performance
  • Estimate validation: Compare actual results to analyst estimates
  • Guidance monitoring: Track any guidance updates or revisions
  • Competitive tracking: Compare quarterly performance across peers

© OctagonAI, MIT. 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 4 other files (references) in skills/sec-10q-analysis of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/interpreting-results.md
  • references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec 10q Analysis 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.

Sec 10q Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec 10q Analysis this skillOctagonAI/skills127—~1.3kAutomated safety check: PassMIT
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Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Okx Cex Marketdex-original/okx-agent-trade-kit1101 repos~2.7kAutomated safety check: PassMIT
Polymarket Tennislivetennisapi/livetennisapi-mcp152—~3kAutomated safety check: PassMIT
Okx Sentiment Trackerdex-original/okx-agent-trade-kit1101 repos~3.8kAutomated safety check: PassMIT

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Questions about Sec 10q Analysis

What does Sec 10q Analysis do?

Analyze 10-Q quarterly filings for public companies using Octagon MCP. Sec 10q Analysis is an agent skill from OctagonAI/skills. Analyze 10-Q quarterly filings for public companies using Octagon MCP.

When should I use Sec 10q Analysis?

Sec 10q Analysis fits situations like: extracting quarterly performance metrics; revenue breakdown; operating margins; segment performance.

How do I install Sec 10q Analysis in Claude Code?

Run `npx skills add OctagonAI/skills --skill sec-10q-analysis -a claude-code`. Or copy the skill folder (skills/sec-10q-analysis in OctagonAI/skills) into .claude/skills/sec-10q-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Sec 10q Analysis in Codex?

Run `npx skills add OctagonAI/skills --skill sec-10q-analysis -a codex`. Or copy the skill folder (skills/sec-10q-analysis in OctagonAI/skills) into .agents/skills/sec-10q-analysis in your project. Codex loads it when a task matches its description.

Can I use Sec 10q Analysis 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 OctagonAI/skills --skill sec-10q-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-10q-analysis, .gemini/skills/sec-10q-analysis, .github/skills/sec-10q-analysis and .opencode/skills/sec-10q-analysis in your project.

What does Sec 10q Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Sec 10q Analysis is instructions for the agent only.

Does Sec 10q Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sec 10q Analysis 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 Sec 10q Analysis use?

Sec 10q Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sec 10q Analysis use?

About 1.3k tokens (SKILL.md is roughly 5.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.1k tokens, read only when the agent opens those files.

What are the alternatives to Sec 10q Analysis?

Skills that share tags, products or a category with Sec 10q Analysis: Massing Bim (ibuilder/massing, 122 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars), Okx Cex Market (dex-original/okx-agent-trade-kit, 110 stars) and Polymarket Tennis (livetennisapi/livetennisapi-mcp, 152 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec 10q Analysis?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.