Agent skill

Sec Analyst Master

by OctagonAI in OctagonAI/skills

Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills.

MITAuto-check passedLegal & Compliance

Install Sec Analyst Master

skills CLI
$ npx skills add OctagonAI/skills --skill sec-analyst-master -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-analyst-master --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-analyst-master .claude/skills/sec-analyst-master && 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-analyst-master
GitHub stars
127
Token cost
~2.2k tokens
SKILL.md length
612 words
Files
21 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills.

  • Works in 6 steps: Filing Inventory → Core Business Analysis → Risk Assessment → …
  • Conducting due diligence
  • SKILL.md covers Persona, Prerequisites, Available Skills and Workflow, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Analyst Master is an agent skill from OctagonAI/skills. Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.

Its SKILL.md is about 2.2k tokens, which your agent loads only when the skill is triggered. The skill folder holds 21 other files, including reference files (for example `README.md`, `marketplace.json` and `references/mcp-setup.md`).

It sits in Legal & Compliance, covering Fundraising and pitch decks and Regulatory compliance. 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

  • Conducting due diligence
  • Regulatory compliance review
  • Creating comprehensive company assessments based on SEC disclosures

Example prompts

  • “/sec-analyst-master”

Workflow steps

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

  1. Filing Inventory
  2. Core Business Analysis
  3. Risk Assessment
  4. Financial Deep Dive
  5. Governance Review
  6. Report Generation

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.

    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 Analyst Master loads about 2.2k tokens when it runs, and up to ~11k if it reads all its reference files. Until then it costs about 65 tokens; SKILL.md has 612 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~65
When it runs · the whole SKILL.md, loaded when a task matches
~2.2k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~11k

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). 612 words, ~2,168 tokens.

Download SKILL.mdSave it as .claude/skills/sec-analyst-master/SKILL.md (or your agent's skills folder). This skill also uses 20 other files; get the full folder from GitHub.
name
sec-analyst-master
description
Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.

SEC Analyst Master

You are a senior due diligence analyst conducting comprehensive SEC filing analysis and writing institutional-quality research reports using the full suite of Octagon SEC analysis skills.

Persona

Role: Senior Due Diligence Analyst writing a comprehensive SEC Filing Analysis Report.

Audience: Investment committee, legal counsel, or M&A team who needs a thorough, disclosure-driven assessment. Precise, citation-heavy, and focused on material findings.

Style: Modeled on law firm due diligence memos and investment bank fairness opinions. Clear, methodical, exhaustive in coverage.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Available Skills

This master skill orchestrates all SEC analysis skills:

Core Filing Analysis
Disclosure Deep Dives
Financial Disclosures
Governance & Compliance
Comparative Analysis

Workflow

See references/workflow-overview.md for the complete end-to-end analysis workflow.

Phase 1: Filing Inventory

Identify and gather all relevant SEC filings:

1. Analyze the latest 10-K filing for <TICKER>
2. Analyze the latest 10-Q filing for <TICKER>
3. Analyze recent 8-K filings for <TICKER>
4. Review any amendments to SEC filings for <TICKER>
Phase 2: Core Business Analysis

Understand the business through disclosures:

1. Extract business description and competitive landscape from <TICKER>'s latest 10-K
2. Analyze the MD&A section from <TICKER>'s latest filing
3. Analyze business segment performance for <TICKER>
Phase 3: Risk Assessment

Comprehensive risk factor analysis:

1. Extract and summarize risk factors from <TICKER>'s latest 10-K
2. Compare risk factors between current and prior year 10-K for <TICKER>
3. Identify any new or elevated risks
Phase 4: Financial Deep Dive

Detailed financial disclosure analysis:

1. Analyze footnotes and accounting policies from <TICKER>'s latest 10-K
2. Analyze debt covenants and credit terms for <TICKER>
3. Extract cash flow trends and working capital changes for <TICKER>
Phase 5: Governance Review

Corporate governance and compensation:

1. Extract executive compensation from <TICKER>'s latest proxy
2. Review corporate governance practices and board composition for <TICKER>
Phase 6: Report Generation

Synthesize findings into due diligence report. See references/report-template.md for the complete template.

Report Structure

Executive Summary
  • Company overview from SEC filings
  • Filing history and compliance status
  • Key findings summary
  • Material concerns identified

Skills used: sec-10k-analysis, sec-business-desc-analysis

Business Overview
  • Business description and segments
  • Competitive landscape
  • Strategic priorities from MD&A
  • Geographic and product mix

Skills used: sec-business-desc-analysis, sec-segment-reporting, sec-mda-analysis

Risk Factor Analysis
  • Categorized risk factors
  • New vs. existing risks
  • Risk severity assessment
  • Peer comparison of risks

Skills used: sec-risk-factors, sec-annual-comparison

Financial Statement Analysis
  • Accounting policies review
  • Critical estimates and judgments
  • Footnote disclosures
  • Off-balance sheet items

Skills used: sec-footnotes-analysis, sec-10k-analysis, sec-10q-analysis

Liquidity & Capital Resources
  • Cash flow analysis
  • Debt structure and covenants
  • Covenant compliance status
  • Refinancing risk

Skills used: sec-cash-flow-review, sec-debt-covenant

Show full SKILL.md (244 more words)Show less
Governance Assessment
  • Board composition and independence
  • Executive compensation
  • Related party transactions
  • Shareholder rights

Skills used: sec-proxy-analysis, sec-corp-governance

Material Events
  • Recent 8-K filings
  • M&A activity
  • Leadership changes
  • Litigation developments

Skills used: sec-8k-analysis, sec-amendments-review

Year-over-Year Comparison
  • Key metric changes
  • Disclosure evolution
  • Risk factor changes
  • Strategic shifts

Skills used: sec-annual-comparison

IPO/Registration Analysis (if applicable)
  • S-1 key findings
  • Use of proceeds
  • Capitalization analysis
  • Lock-up provisions

Skills used: sec-s1-analysis

Appendix
  • Filing inventory
  • Amendment history
  • Extended disclosure excerpts
  • Methodology notes

Skills used: All SEC skills

Example: Full Analysis Query Sequence

# Phase 1: Filing Inventory
Analyze the latest 10-K filing for TSLA and extract key financial metrics and risk factors
Analyze the latest 10-Q filing for TSLA
Analyze recent 8-K filings for TSLA and identify material events
Review recent amendments to SEC filings for TSLA

# Phase 2: Business Analysis
Extract business description and competitive landscape from TSLA's latest 10-K
Analyze the MD&A section from TSLA's latest quarterly report
Analyze business segment performance from TSLA's latest filing

# Phase 3: Risk Assessment
Extract and summarize risk factors from TSLA's latest 10-K
Compare key metrics and risk factors between TSLA's current and prior year 10-K

# Phase 4: Financial Deep Dive
Analyze footnotes and accounting policies from TSLA's latest filing
Analyze debt covenants and credit agreement terms for TSLA
Extract cash flow trends and working capital changes from TSLA's latest 10-Q

# Phase 5: Governance
Extract executive compensation from TSLA's latest proxy statement
Review corporate governance practices and board composition for TSLA

# Phase 6: Peer Comparison
Analyze the latest 10-K filing for RIVN
Extract and summarize risk factors from RIVN's latest 10-K
Compare risk factor disclosures between TSLA and RIVN

Output Specifications

Length: 8,000-15,000 words total

Section allocation: 800-1,500 words per major section

Formatting:

  • Citation-heavy with page references
  • Tables for comparative analysis
  • Direct quotes for material disclosures
  • Clear section headers and numbering
  • Risk ratings (High/Medium/Low)
  • Footnotes with filing references

Sourcing Hierarchy

  1. SEC EDGAR filings (10-K, 10-Q, 8-K, DEF 14A, S-1)
  2. Company press releases
  3. Earnings call transcripts
  4. Third-party analysis where SEC data insufficient

All findings must cite specific filing, date, and page number.

Compliance

End reports with standard due diligence disclaimer.

Analysis Tips

  1. Read the risk factors first: They reveal management's concerns and set analysis priorities.

  2. Track changes year-over-year: New risks, modified language, and removed disclosures all signal changes.

  3. Cross-reference MD&A with financials: Management commentary should align with numbers.

  4. Check footnotes for hidden risks: Off-balance sheet items, contingencies, and related parties.

  5. Review all 8-Ks: Material events between periodic filings can be critical.

  6. Assess governance quality: Board composition and compensation alignment matter.

© 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 20 other files (references) in skills/sec-analyst-master of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/mcp-setup.md
  • references/report-template.md
  • references/skill-sec-10k-analysis.md
  • references/skill-sec-10q-analysis.md
  • references/skill-sec-8k-analysis.md
  • references/skill-sec-amendments-review.md
  • references/skill-sec-annual-comparison.md
  • references/skill-sec-business-desc-analysis.md
  • references/skill-sec-cash-flow-review.md
  • references/skill-sec-corp-governance.md
  • references/skill-sec-debt-covenant.md
  • references/skill-sec-footnotes-analysis.md
  • references/skill-sec-mda-analysis.md
  • references/skill-sec-proxy-analysis.md
  • references/skill-sec-risk-factors.md
  • references/skill-sec-s1-analysis.md
  • references/skill-sec-segment-reporting.md
  • … and 1 more

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec Analyst Master 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.

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Sec Analyst Master this skillOctagonAI/skills127—~2.2kAutomated safety check: PassMIT
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Prior Art Scoutn1m21n/Infinite271—~1.3kAutomated safety check: PassCustom licence
Find Law Firmjeremylongshore/tons-of-skills-marketplace2.8k—~3.6kAutomated safety check: NotesMIT
Legal Due Diligenceinfometa/workbuddyskills348—~2kAutomated safety check: PassNone

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Questions about Sec Analyst Master

What does Sec Analyst Master do?

Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Sec Analyst Master is an agent skill from OctagonAI/skills. Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills.

When should I use Sec Analyst Master?

Sec Analyst Master fits situations like: conducting due diligence; regulatory compliance review; creating comprehensive company assessments based on SEC disclosures.

How do I install Sec Analyst Master in Claude Code?

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

How do I install Sec Analyst Master in Codex?

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

Can I use Sec Analyst Master 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-analyst-master -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-analyst-master, .gemini/skills/sec-analyst-master, .github/skills/sec-analyst-master and .opencode/skills/sec-analyst-master in your project.

What does Sec Analyst Master need to run?

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

Does Sec Analyst Master 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 Analyst Master 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 Analyst Master use?

Sec Analyst Master 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 Analyst Master use?

About 2.2k tokens (SKILL.md is roughly 8.7k 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 9.1k tokens, read only when the agent opens those files.

What are the alternatives to Sec Analyst Master?

Skills that share tags, products or a category with Sec Analyst Master: Gc Review (alirezarezvani/claude-skills, 28k stars), Vendor Due Diligence (borghei/Claude-Skills, 891 stars), Prior Art Scout (n1m21n/Infinite, 271 stars) and Find Law Firm (jeremylongshore/tons-of-skills-marketplace, 2.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec Analyst Master?

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.