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

Input Schema (JSON Schema)

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "properties": {
    "prompt": {
      "description": "Your natural language query or request for the agent",
      "type": "string"
    }
  },
  "required": [
    "prompt"
  ],
  "type": "object"
}

mcp-octagon