Agent skill

Sec Annual Comparison

by OctagonAI in OctagonAI/skills

Compare key metrics and disclosures between annual 10-K filings using Octagon MCP.

MITAuto-check passed

Install Sec Annual Comparison

skills CLI
$ npx skills add OctagonAI/skills --skill sec-annual-comparison -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-annual-comparison --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-annual-comparison .claude/skills/sec-annual-comparison && 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-annual-comparison
GitHub stars
127
Token cost
~2.1k tokens
SKILL.md length
741 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Compare key metrics and disclosures between annual 10-K filings using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Analyzing year-over-year changes in financials
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Comparison Framework, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Annual Comparison is an agent skill from OctagonAI/skills. Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.

Its SKILL.md is about 2.1k 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 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

  • Analyzing year-over-year changes in financials
  • Business descriptions
  • Strategic priorities across fiscal years

Example prompts

  • “/sec-annual-comparison”

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 Annual Comparison loads about 2.1k tokens when it runs, and up to ~4.8k if it reads all its reference files. Until then it costs about 61 tokens; SKILL.md has 741 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~61
When it runs · the whole SKILL.md, loaded when a task matches
~2.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.8k

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). 741 words, ~2,130 tokens.

Download SKILL.mdSave it as .claude/skills/sec-annual-comparison/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-annual-comparison
description
Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.

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

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

Compare key metrics and risk factors between <TICKER>'s current and previous year 10-K filings.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Compare key metrics and risk factors between CRM's current and previous year 10-K filings."
  }
}
3. Expected Output

The agent returns structured year-over-year comparison including:

Financial Metrics:

  • Revenue: $31.353B (FY2023) vs $26.492B (FY2022) - 18.59% growth
  • Net Income: $208M (FY2023) vs $1.444B (FY2022) - significant decline
  • Total Assets: $98.849B vs $95.209B
  • Total Liabilities: $41.755B vs $37.076B

Key Changes:

  • $1.2B impairment of customer relationships and acquisition assets
  • Increased goodwill from acquisitions (Slack, Acumen, Vlocity)
  • Debt at $10.682B, covenant compliant

Risk Factors:

  • Operational, regulatory, financial, market volatility risks
  • Industry competition risks

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

4. Interpret Results

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

  • Understanding year-over-year trends
  • Identifying significant changes
  • Evaluating risk factor evolution
  • Assessing strategic shifts

Example Queries

Full Annual Comparison:

Compare key metrics and risk factors between CRM's current and previous year 10-K filings.

Multi-Year Trend:

Compare AAPL's financial performance across the last 3 fiscal years from 10-K filings.

Risk Factor Evolution:

How have TSLA's risk factors changed between FY2024 and FY2023 10-K filings?

Segment Comparison:

Compare revenue segment breakdown between GOOGL's FY2024 and FY2023 10-K filings.

Strategic Changes:

Compare the business description and strategy sections between MSFT's current and prior year 10-K.

Margin Analysis:

Compare gross margin and operating margin trends between NVDA's FY2024 and FY2023 10-K filings.

Comparison Framework

Financial Metrics
CategoryKey Metrics
RevenueTotal revenue, growth rate, segment breakdown
ProfitabilityGross profit, operating income, net income
MarginsGross margin, operating margin, net margin
Balance SheetAssets, liabilities, equity, cash, debt
Cash FlowOperating, investing, financing, free cash flow
Per ShareEPS, book value, dividends
Operational Metrics
CategoryKey Metrics
CustomersCount, retention, concentration
EmployeesHeadcount, productivity
GeographicRevenue by region, asset location
SegmentsBusiness unit performance
Risk Factors
CategoryWhat to Compare
BusinessCompetitive, operational, strategic
FinancialLiquidity, debt, currency
RegulatoryCompliance, legal
MarketEconomic, industry
TechnologyInnovation, disruption
Strategic Elements
CategoryWhat to Compare
MissionCorporate purpose
StrategyGrowth initiatives
InvestmentsR&D, CapEx, M&A
MarketsGeographic, product expansion

Year-over-Year Analysis

Financial Trend Assessment
MetricPositive TrendNegative Trend
RevenueGrowing, acceleratingDeclining, slowing
MarginsExpandingContracting
EarningsIncreasingDecreasing
Cash FlowStrengtheningWeakening
DebtDecliningIncreasing
Key Ratios to Track
RatioCalculationWhat It Shows
Revenue Growth(Current - Prior) / PriorTop-line momentum
Gross MarginGross Profit / RevenuePricing power, costs
Operating MarginOperating Income / RevenueOperational efficiency
Net MarginNet Income / RevenueBottom-line profitability
ROENet Income / EquityShareholder returns
Debt/EquityTotal Debt / EquityFinancial leverage
Change Analysis
Change TypeSignificance
>20% improvementMajor positive development
5-20% improvementSolid progress
±5%Stable/flat
5-20% declineConcerning deterioration
>20% declineMaterial negative change

Risk Factor Comparison

Types of Changes
ChangeWhat It Means
New risk addedEmerging concern
Risk removedIssue resolved or de-emphasized
Language expandedIncreased concern
Language reducedDiminished concern
Position changedPriority shift
Specificity addedCrystallizing risk
Show full SKILL.md (281 more words)Show less
Priority Assessment
PositionPrior YearCurrent YearInterpretation
Top 5Top 5Top 5Persistent priority
LowerLowerTop 5Elevated concern
Top 5Top 5LowerReduced priority
NoneNoneAddedNew risk
PresentPresentRemovedResolved

Business Description Changes

What to Track
SectionChanges to Note
ProductsNew offerings, discontinued products
MarketsGeographic expansion, exits
CustomersTarget market shifts
CompetitionNew competitors, changed positioning
StrategyNew initiatives, changed priorities
TechnologyPlatform changes, R&D focus
Strategic Shifts
IndicatorExamples
New emphasisRepeated new terms
Removed emphasisTopics no longer discussed
Changed languageDifferent framing
QuantificationNew metrics disclosed
CommitmentSpecific targets stated

Segment Performance Comparison

Revenue Analysis
SegmentPrior YearCurrent YearGrowthMix Change
Segment A$X$YZ%+/- pp
Segment B$X$YZ%+/- pp
Segment Health Indicators
IndicatorPositiveNegative
GrowthAcceleratingDecelerating
MarginImprovingDeclining
Share of TotalIncreasing (if healthy)Declining
InvestmentIncreasingDivesting

Multi-Year Trend Analysis

3-5 Year Comparison

Track over extended periods:

  • Revenue CAGR
  • Margin trajectories
  • Balance sheet evolution
  • Risk factor patterns
  • Strategic consistency
Inflection Points
SignalWhat Changed
Growth accelerationNew product, market
Margin expansionScale, efficiency
Cash flow improvementWorking capital, CapEx
Risk emergenceNew competitive threat
Strategic pivotChanged direction

Analysis Tips

  1. Start with financials: Numbers provide objective comparison base.

  2. Read both MD&As: Management commentary reveals context.

  3. Track risk factor order: Position indicates priority.

  4. Note new disclosures: First-time mentions often significant.

  5. Compare segment detail: Business unit changes reveal strategy.

  6. Check footnote changes: Accounting policy shifts matter.

Use Cases

  • Investment research: Understand company trajectory
  • Due diligence: Track performance evolution
  • Competitive analysis: Compare across competitors
  • Risk monitoring: Identify emerging concerns
  • Earnings analysis: Context for quarterly results

© 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-annual-comparison 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 Annual Comparison 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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SkillStarsUsed inTokensAuto-checkLicenceRepo updated
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MCP Server BuildershareAI-lab/learn-claude-code78k4 repos~1.2kAutomated safety check: PassMIT
MCP Integration for Pluginsanthropics/claude-plugins-official38k11 repos~3.1kAutomated safety check: PassApache-2.0
MCP Developmentcoollabsio/coolify63k1 repos~949Automated safety check: PassMIT
Analyze Logsactivepieces/activepieces25k1 repos~1.6kAutomated safety check: PassMIT

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Questions about Sec Annual Comparison

What does Sec Annual Comparison do?

Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Sec Annual Comparison is an agent skill from OctagonAI/skills. Compare key metrics and disclosures between annual 10-K filings using Octagon MCP.

When should I use Sec Annual Comparison?

Sec Annual Comparison fits situations like: analyzing year-over-year changes in financials; business descriptions; strategic priorities across fiscal years.

How do I install Sec Annual Comparison in Claude Code?

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

How do I install Sec Annual Comparison in Codex?

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

Can I use Sec Annual Comparison 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-annual-comparison -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-annual-comparison, .gemini/skills/sec-annual-comparison, .github/skills/sec-annual-comparison and .opencode/skills/sec-annual-comparison in your project.

What does Sec Annual Comparison need to run?

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

Does Sec Annual Comparison 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 Annual Comparison 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 Annual Comparison use?

Sec Annual Comparison 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 Annual Comparison use?

About 2.1k tokens (SKILL.md is roughly 8.5k 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 2.6k tokens, read only when the agent opens those files.

What are the alternatives to Sec Annual Comparison?

Skills that share tags, products or a category with Sec Annual Comparison: MCP Server Builder (anthropics/skills, 180k stars), MCP Server Builder (shareAI-lab/learn-claude-code, 78k stars), MCP Integration for Plugins (anthropics/claude-plugins-official, 38k stars) and MCP Development (coollabsio/coolify, 63k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec Annual Comparison?

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.