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Write a due diligence report from SEC filings v1.0.0

Use this resource to run a due diligence and write an assessment report from a company's SEC filings

New

  • 353 downloads
  • 162 likes
  • 205 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sec-filings-due-diligence-report

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent takes the role of a senior due diligence analyst and chains filing analyses: inventory, business, financials, governance and comparisons. It writes a structured report grounded in published disclosures. The Octagon MCP server must be set up.

Mostly picked by

Updated November 2, 2026

Card for the “Write a due diligence report from SEC filings” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: role, prerequisites and list of Octagon skills used
  • references/report-template.md: due diligence report template
  • references/skill-sec-corp-governance.md: governance analysis reference

Good fit for

  • You are running due diligence on an acquisition target
  • An investment committee expects an assessment based on SEC filings

Not for

    Tags

    • due diligence
    • sec filings
    • report
    • diligence

    About

    You say

    “Run a full due diligence on this company from its latest SEC filings, covering governance and risks.”

    Card for the “Write a due diligence report from SEC filings” skill

    Skill published by octagonai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to run a due diligence and write an assessment report from a company's SEC filings
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • marketplace.json0.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • README.md2.1 KB
    • references/mcp-setup.md3.6 KB
    • references/report-template.md9.6 KB
    • references/skill-sec-10k-analysis.md1.2 KB
    • references/skill-sec-10q-analysis.md1.1 KB
    • references/skill-sec-8k-analysis.md1.1 KB
    • references/skill-sec-amendments-review.md1.1 KB
    • references/skill-sec-annual-comparison.md1.1 KB
    • references/skill-sec-business-desc-analysis.md1.1 KB
    • references/skill-sec-cash-flow-review.md1.1 KB
    • references/skill-sec-corp-governance.md1.1 KB
    • references/skill-sec-debt-covenant.md1.1 KB
    • references/skill-sec-footnotes-analysis.md1.1 KB
    • references/skill-sec-mda-analysis.md1.1 KB
    • references/skill-sec-proxy-analysis.md1.1 KB
    • references/skill-sec-risk-factors.md1.1 KB
    • references/skill-sec-s1-analysis.md1.1 KB
    • references/skill-sec-segment-reporting.md1.1 KB
    • references/workflow-overview.md7.1 KB
    • SKILL.md8.7 KB

    Origin and licence

    Listed unmodified

    Author
    octagonai
    Source
    github.com/octagonai/skills/tree/51e938c4d086f658de8bdcf734e864d34637167e/skills/sec-analyst-master
    Licence
    MIT

    Notice

    « sec-analyst-master » (octagonai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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