Agent skill

Sec Segment Reporting

by OctagonAI in OctagonAI/skills

Analyze business segment performance and reporting from SEC filings using Octagon MCP.

MITAuto-check passedBusiness, Finance & HR

Install Sec Segment Reporting

skills CLI
$ npx skills add OctagonAI/skills --skill sec-segment-reporting -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-segment-reporting --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-segment-reporting .claude/skills/sec-segment-reporting && 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-segment-reporting
GitHub stars
127
Token cost
~2k tokens
SKILL.md length
680 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze business segment performance and reporting from SEC filings using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Researching segment revenue
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Segment Reporting Framework, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Segment Reporting is an agent skill from OctagonAI/skills. Analyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.

Its SKILL.md is about 2k 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 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

  • Researching segment revenue
  • Operating income
  • Geographic breakdown
  • Segment restructuring from 10-K and 10-Q filings

Example prompts

  • “/sec-segment-reporting”

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 Segment Reporting loads about 2k tokens when it runs, and up to ~4.5k if it reads all its reference files. Until then it costs about 62 tokens; SKILL.md has 680 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~62
When it runs · the whole SKILL.md, loaded when a task matches
~2k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.5k

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). 680 words, ~2,028 tokens.

Download SKILL.mdSave it as .claude/skills/sec-segment-reporting/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-segment-reporting
description
Analyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.

SEC Segment Reporting

Analyze business segment performance and reporting from SEC 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)
  • Filing Type (optional): 10-K (annual) or 10-Q (quarterly)
  • Focus Area (optional): Revenue, profitability, geographic, trends
2. Execute Query via Octagon MCP

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

Analyze business segment performance and reporting from <TICKER>'s latest quarterly filing.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze business segment performance and reporting from IBM's latest quarterly filing."
  }
}
3. Expected Output

The agent returns structured segment analysis including:

SegmentRevenueYoY GrowthOperating IncomeMargin
Software$7,209M10.5%$2,374M32.9%
Consulting$5,324M3.3%$686M12.9%
Infrastructure$3,559M17.0%$644M18.1%
Financing$200M10.4%$123M61.6%

Key Trends:

  • Infrastructure fastest-growing at 17.0%
  • Software maintains highest margin at 32.9%
  • Consulting stable revenue driver

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

4. Interpret Results

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

  • Understanding segment composition
  • Evaluating segment profitability
  • Tracking segment restructuring
  • Analyzing geographic segments

Example Queries

Full Segment Analysis:

Analyze business segment performance and reporting from IBM's latest quarterly filing.

Segment Profitability:

Compare operating margins across MSFT's business segments in the latest 10-K.

Geographic Segments:

Analyze AAPL's revenue breakdown by geographic region from the latest 10-K.

Segment Growth Trends:

Track revenue growth trends by segment for GOOGL over the last 4 quarters.

Segment Restructuring:

Has AMZN restructured its segment reporting in recent filings and how?

Inter-Segment Comparison:

Compare segment performance between META and GOOGL in their latest annual filings.

Segment Reporting Framework

Operating Segments (ASC 280)
ElementDescription
RevenueSegment sales, external and intersegment
Operating IncomeSegment profit/loss
AssetsSegment assets allocated
CapExCapital expenditures by segment
DepreciationD&A by segment
Geographic Segments
ElementDescription
Revenue by RegionSales by geography
Long-Lived AssetsProperty, equipment by location
Country DisclosureMaterial country breakouts
Common Segment Structures
IndustryTypical Segments
TechnologyProducts, Services, Cloud, Licensing
RetailStores, Online, Wholesale
FinancialBanking, Wealth, Insurance
HealthcarePharmaceuticals, Devices, Services
IndustrialProducts, Services, Financing

Key Metrics by Segment

Revenue Metrics
MetricCalculationWhat It Shows
Segment RevenueReported amountSize of segment
Revenue MixSegment / TotalBusiness composition
Growth Rate(Current - Prior) / PriorMomentum
IntersegmentInternal salesVertical integration
Profitability Metrics
MetricCalculationWhat It Shows
Operating IncomeSegment profitProfitability
Operating MarginOp Income / RevenueEfficiency
ContributionSegment / Total Op IncomeProfit mix
Margin TrendCurrent vs. PriorDirection
Asset Metrics
MetricCalculationWhat It Shows
Segment AssetsReported amountCapital deployed
Asset TurnoverRevenue / AssetsEfficiency
CapEx IntensityCapEx / RevenueInvestment level
ROAOp Income / AssetsReturn on assets

Segment Performance Analysis

Growth Assessment
Growth RateAssessment
>20%High growth, investment phase
10-20%Solid growth
5-10%Moderate growth
0-5%Mature, stable
NegativeDeclining, concern
Margin Assessment
Margin LevelAssessment
>30%High margin, premium
20-30%Strong margin
10-20%Moderate margin
5-10%Low margin
<5%Thin margin, scale needed
Show full SKILL.md (272 more words)Show less
Segment Health Matrix
High MarginLow Margin
High GrowthStar segmentInvestment needed
Low GrowthCash cowTurnaround/exit

Geographic Segment Analysis

Revenue Distribution
RegionTypical Disclosure
AmericasUS, Canada, Latin America
EMEAEurope, Middle East, Africa
APACAsia Pacific, Japan
OtherEmerging markets
Geographic Considerations
FactorWhat to Assess
ConcentrationOver-reliance on one region
Growth RatesRegional momentum
CurrencyFX exposure
RegulatoryRegion-specific risks

Segment Restructuring

Types of Changes
ChangeWhat It Means
Segment AddedNew business, acquisition
Segment RemovedDivestiture, consolidation
Segments CombinedSimplified reporting
Segments SplitMore granular disclosure
RenamedStrategic repositioning
Restructuring Red Flags
  1. Frequent changes - May obscure performance
  2. Combining declining segments - Hiding weakness
  3. Timing around issues - Coincides with problems
  4. Reduced disclosure - Less transparency
  5. Changed metrics - Different KPIs reported
Quarterly Progression
MetricQ1Q2Q3Q4Trend
Revenue
Growth
Margin
Year-over-Year Comparison
SegmentPrior YearCurrentChange
Segment A$X$YZ%
Segment B$X$YZ%

Inter-Company Comparison

Peer Benchmarking

Compare across competitors:

  • Segment mix composition
  • Relative growth rates
  • Margin comparison
  • Asset efficiency
Apples-to-Apples Considerations
FactorAdjustment Needed
Segment DefinitionMay differ by company
Cost AllocationDifferent methodologies
Transfer PricingIntersegment policies
ConsolidationElimination methods

Analysis Tips

  1. Read segment footnotes: Detailed policies and changes disclosed.

  2. Track restructuring: Segment changes may signal strategy shifts.

  3. Calculate margins yourself: Verify reported figures.

  4. Watch mix shifts: Revenue composition reveals priorities.

  5. Consider seasonality: Quarterly patterns affect segments differently.

  6. Compare to guidance: Management targets by segment.

Use Cases

  • Investment analysis: Understand business composition
  • Valuation: Sum-of-parts analysis
  • Due diligence: Segment-level performance
  • Competitive intelligence: Compare segment positions
  • Strategic analysis: Identify growth drivers

© 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-segment-reporting 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 Segment Reporting 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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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
Kimi DatasourceMoonshotAI/kimi-code7.8k—~1.8kAutomated safety check: PassMIT

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Questions about Sec Segment Reporting

What does Sec Segment Reporting do?

Analyze business segment performance and reporting from SEC filings using Octagon MCP. Sec Segment Reporting is an agent skill from OctagonAI/skills. Analyze business segment performance and reporting from SEC filings using Octagon MCP.

When should I use Sec Segment Reporting?

Sec Segment Reporting fits situations like: researching segment revenue; operating income; geographic breakdown; segment restructuring from 10-K and 10-Q filings.

How do I install Sec Segment Reporting in Claude Code?

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

How do I install Sec Segment Reporting in Codex?

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

Can I use Sec Segment Reporting 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-segment-reporting -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-segment-reporting, .gemini/skills/sec-segment-reporting, .github/skills/sec-segment-reporting and .opencode/skills/sec-segment-reporting in your project.

What does Sec Segment Reporting need to run?

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

Does Sec Segment Reporting 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 Segment Reporting 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 Segment Reporting use?

Sec Segment Reporting 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 Segment Reporting use?

About 2k tokens (SKILL.md is roughly 8.1k 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 2.5k tokens, read only when the agent opens those files.

What are the alternatives to Sec Segment Reporting?

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Who maintains Sec Segment Reporting?

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.