Kimi Datasource
MoonshotAI/kimi-code
Universal data-source assistant for stocks (Wind, S&P, SEC EDGAR), macro (World Bank, IMF, FRED, NBS), Chinese government data and standards (GB/HB/DB/TT), corporate, academic, legal, WHO/FAO/OECD…
Extract and summarize risk factors from SEC filings using Octagon MCP.
Install Sec Risk Factors
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills sec-risk-factors --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-risk-factors .claude/skills/sec-risk-factors && rm -rf skills-srcUse ~/.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/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .claude/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factorsType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills sec-risk-factors --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/sec-risk-factors .agents/skills/sec-risk-factors && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .agents/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills sec-risk-factors --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/sec-risk-factors .cursor/skills/sec-risk-factors && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .cursor/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/OctagonAI/skills.git --path skills/sec-risk-factors--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills sec-risk-factors --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/sec-risk-factors .gemini/skills/sec-risk-factors && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .gemini/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install OctagonAI/skills sec-risk-factorsInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/sec-risk-factors .github/skills/sec-risk-factors && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .github/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/skills --skill sec-risk-factors -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install OctagonAI/skills sec-risk-factors --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/sec-risk-factors .opencode/skills/sec-risk-factors && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "sec-risk-factors" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-risk-factors into .opencode/skills/sec-risk-factors/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-risk-factors", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
sec-risk-factors- GitHub stars
- 127
- Token cost
- ~1.6k tokens
- SKILL.md length
- 552 words
- Files
- 5 (incl. references)
- Skills in repo
- 53
- Repo updated
- First seen
- Licence
- MIT
At a glance
Extract and summarize risk factors from SEC filings using Octagon MCP.
- Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
- Analyzing Item 1A risk disclosures
- SKILL.md covers Prerequisites, Workflow, Example Queries and Risk Factor Categories, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Sec Risk Factors is an agent skill from OctagonAI/skills. Extract and summarize risk factors from SEC filings using Octagon MCP. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.
Its SKILL.md is about 1.6k 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 Legal & Compliance, covering MCP servers. It works with Model Context Protocol and SEC EDGAR. 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 Item 1A risk disclosures
- Categorizing business risks
- Identifying new
- Comparing risk profiles across companies
Example prompts
- “/sec-risk-factors”
Workflow steps
4 steps, taken from the step headings in SKILL.md.
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 Risk Factors loads about 1.6k tokens when it runs, and up to ~3.9k if it reads all its reference files. Until then it costs about 65 tokens; SKILL.md has 552 words of instructions outside code blocks.
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). 552 words, ~1,555 tokens.
Download SKILL.mdSave it as
.claude/skills/sec-risk-factors/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- sec-risk-factors
- description
- Extract and summarize risk factors from SEC filings using Octagon MCP. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.
SEC Risk Factors Analysis
Extract and summarize risk factors from SEC filings (10-K and 10-Q) 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 updates)
- Focus Areas (optional): Specific risk categories of interest
2. Execute Query via Octagon MCP
Use the octagon-agent tool with a natural language prompt:
Extract and summarize the risk factors section from <TICKER>'s latest annual report.MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Extract and summarize the risk factors section from AAPL's latest annual report."
}
}3. Expected Output
The agent returns categorized risk factors including:
| Risk Category | Description | Source Pages |
|---|---|---|
| Macroeconomic & Industry Risks | Economic downturns, inflation, currency | 10-K, p.8 |
| Legal & Regulatory Compliance | Legal proceedings, regulatory challenges | 10-K, p.15-16 |
| Financial Risks | Pricing pressures, competition, FX volatility | 10-K, p.18-31 |
| Business Risks | Product transitions, competitiveness | 10-K, p.11 |
| Operational Risks | Manufacturing, logistics, outsourcing | 10-K, p.11 |
| Data Security & Privacy | Cybersecurity, data protection | 10-K, p.18 |
| Supply Chain Risks | Geopolitical tensions, natural disasters | 10-K, p.9 |
Data Sources: octagon-sec-agent
4. Interpret Results
See references/interpreting-results.md for guidance on:
- Understanding risk factor categories
- Assessing risk materiality
- Comparing risks across filings
- Identifying new or emerging risks
Example Queries
Standard Risk Factor Extraction:
Extract and summarize the risk factors section from AAPL's latest annual report.Quarterly Risk Updates:
Extract any new or updated risk factors from TSLA's latest 10-Q filing.Specific Risk Category:
Extract cybersecurity and data privacy risk factors from META's latest 10-K.Comparative Analysis:
Compare the risk factors between GOOGL's 2024 and 2023 10-K filings.Industry Comparison:
Extract and compare supply chain risk factors from AAPL and MSFT's latest 10-K filings.Regulatory Focus:
Extract all regulatory and legal compliance risk factors from JPM's latest annual report.Risk Factor Categories
Macroeconomic Risks
| Risk Type | Examples |
|---|---|
| Economic Cycles | Recessions, GDP decline, consumer spending |
| Inflation | Input costs, pricing power, margin pressure |
| Interest Rates | Borrowing costs, valuation impacts |
| Currency | FX volatility, translation effects |
| Geopolitical | Trade wars, sanctions, political instability |
Operational Risks
| Risk Type | Examples |
|---|---|
| Supply Chain | Supplier concentration, logistics disruptions |
| Manufacturing | Production issues, quality control |
| Technology | System failures, IT infrastructure |
| Human Capital | Key personnel, labor relations |
| Business Continuity | Natural disasters, pandemics |
Financial Risks
| Risk Type | Examples |
|---|---|
| Liquidity | Cash flow, access to capital |
| Credit | Counterparty risk, receivables |
| Market | Stock price volatility, valuation |
| Tax | Rate changes, audit exposure |
| Pension | Funding obligations, assumptions |
Regulatory & Legal Risks
| Risk Type | Examples |
|---|---|
| Compliance | Industry regulations, licensing |
| Litigation | Lawsuits, class actions |
| Antitrust | Competition law, market dominance |
| Data Privacy | GDPR, CCPA, data breaches |
| Environmental | ESG regulations, climate policies |
Show full SKILL.md (209 more words)Show less
Strategic Risks
| Risk Type | Examples |
|---|---|
| Competition | Market share, pricing pressure |
| Disruption | Technology shifts, new entrants |
| M&A | Integration risks, deal failure |
| Innovation | R&D success, product pipeline |
| Reputation | Brand damage, public perception |
Analyzing Risk Changes
New Risks (High Priority)
Risks added since prior filing:
- Indicates emerging concerns
- Often reflects recent events
- May signal strategic shifts
Removed Risks (Monitor)
Risks no longer disclosed:
- Issue may be resolved
- Or consolidated into other risks
- Verify resolution in MD&A
Modified Language (Important)
Risks with changed wording:
- Expanded = increased concern
- Reduced = diminished concern
- More specific = crystallizing risk
Analysis Tips
Order matters: Risks are typically ordered by perceived materiality - first risks are often most significant.
Length signals importance: More detailed risk descriptions often indicate greater management concern.
Specificity is key: Specific examples suggest real concerns vs. boilerplate language.
Cross-reference MD&A: Management discussion often provides context for risk factors.
Track changes YoY: New, removed, or modified risks reveal evolving concerns.
Compare to peers: Unique risks vs. industry-standard disclosures indicate company-specific issues.
Use Cases
- Investment due diligence: Comprehensive risk assessment before investing
- Portfolio risk monitoring: Track risk evolution for holdings
- Competitive analysis: Compare risk profiles across competitors
- Sector research: Identify common vs. unique risks in an industry
- Compliance review: Ensure adequate risk disclosure
© 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-risk-factors 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 Risk Factors 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Sec Risk Factors this skillOctagonAI/skills | 127 | — | ~1.6k | Automated safety check: Pass | MIT | |
| Kimi DatasourceMoonshotAI/kimi-code | 7.8k | — | ~1.8k | Automated safety check: Pass | MIT | |
| Datapack Builderw95/awesome-claude-corporate-skills | 244 | 1 repos | ~6k | Automated safety check: Pass | MIT | |
| Patsnap Regulatory Guidelinespatsnap/mcp | 113 | — | ~682 | Automated safety check: Pass | Apache-2.0 | |
| Tw Legal RAGaa0101181514/tw-legal-rag | 328 | — | ~580 | Automated safety check: Pass | Custom licence | |
| LexGuard MCP Developer GuideSeoNaRu/lexguard-mcp | 131 | — | ~1.1k | Automated safety check: Pass | Custom licence |
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Questions about Sec Risk Factors
What does Sec Risk Factors do?
Extract and summarize risk factors from SEC filings using Octagon MCP. Sec Risk Factors is an agent skill from OctagonAI/skills. Extract and summarize risk factors from SEC filings using Octagon MCP.
When should I use Sec Risk Factors?
Sec Risk Factors fits situations like: analyzing Item 1A risk disclosures; categorizing business risks; identifying new; comparing risk profiles across companies.
How do I install Sec Risk Factors in Claude Code?
Run `npx skills add OctagonAI/skills --skill sec-risk-factors -a claude-code`. Or copy the skill folder (skills/sec-risk-factors in OctagonAI/skills) into .claude/skills/sec-risk-factors in your project. Claude Code loads it when a task matches its description.
How do I install Sec Risk Factors in Codex?
Run `npx skills add OctagonAI/skills --skill sec-risk-factors -a codex`. Or copy the skill folder (skills/sec-risk-factors in OctagonAI/skills) into .agents/skills/sec-risk-factors in your project. Codex loads it when a task matches its description.
Can I use Sec Risk Factors 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-risk-factors -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-risk-factors, .gemini/skills/sec-risk-factors, .github/skills/sec-risk-factors and .opencode/skills/sec-risk-factors in your project.
What does Sec Risk Factors need to run?
SKILL.md names no scripts, command-line tools or credentials: Sec Risk Factors is instructions for the agent only.
Does Sec Risk Factors 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 Risk Factors 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 Risk Factors use?
Sec Risk Factors 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 Risk Factors use?
About 1.6k tokens (SKILL.md is roughly 6.2k 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 2.3k tokens, read only when the agent opens those files.
What are the alternatives to Sec Risk Factors?
Skills that share tags, products or a category with Sec Risk Factors: Kimi Datasource (MoonshotAI/kimi-code, 7.8k stars), Datapack Builder (w95/awesome-claude-corporate-skills, 244 stars), Patsnap Regulatory Guidelines (patsnap/mcp, 113 stars) and Tw Legal RAG (aa0101181514/tw-legal-rag, 328 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Sec Risk Factors?
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.