octagon-sec-agent
Analyze SEC filings and extract financial data for over 8,000 public companies. Retrieve metrics, risk factors, and management discussions from documents like 10-K, 10-Q, and 8-K. Supports time-series analysis with daily updates and historical data since 2018.
Instructions
[PUBLIC MARKET INTELLIGENCE] A specialized agent for SEC filings analysis and financial data extraction. Covers over 8,000 public companies from SEC EDGAR with comprehensive coverage of financial statements from annual and quarterly reports (10-K, 10-Q, 20-F), offering filings (S-1), amendments, and event filings (8-K). Updated daily with historical data dating back to 2018 for time-series analysis. Best for extracting financial and segment metrics, management discussion, footnotes, risk factors, and quantitative data from SEC filings. Example queries: 'What was Apple's R&D expense as a percentage of revenue in their latest fiscal year?', 'Find the risk factors related to supply chain in Tesla's latest 10-K', 'Extract quarterly revenue growth rates for Microsoft over the past 2 years'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| prompt | Yes | Your natural language query or request for the agent |