Finance tasks
10k digestSec filing analysis
Indexedyennanliu/InvestSkill
10-K Report DigestFinance Skill
A single-file prompt for a sourced annual-report digest in English or Traditional Chinese, with optional Markdown output. Its filing map needs correction, and its required BUY/HOLD/SELL box conflicts with the stated digest-only purpose. The page distinguishes reported facts, calculated metrics and subjective judgments; retrieval, host compatibility and output accuracy were not tested.
- Assessment score
- 76/100
- Snapshot risk
- High
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisEquity researchPublic equities
Topics
10kannual-reportsec-filingsec-edgarfinancial-statementsrisk-factorsmdamanagement-credibilitypromise-trackerbull-bearkey-metricstraditional-chinese
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
MITYes
GitHub reports the repository license as MIT License.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-10k-digest-2026-07-29-001
Permissions
FilesystemRead
Not verifiedThe captured file accepts pasted text and retrieved filings. Pasted input does not itself prove local filesystem reads, and no local-file reader is specified.
FilesystemWrite
YesWhen --output <filename> is specified, the skill saves the digest as a markdown file at the specified path.
NetworkAccess
YesWhen analyzing by ticker, the skill fetches the latest 10-K from SEC EDGAR. Cover block includes direct SEC EDGAR URL.
ShellExecution
NoThe skill is a pure prompt skill with no code execution. It produces markdown output directly.
CodeExecution
NoThe skill is a pure prompt skill with no code execution. No Python, no scripts — just structured markdown output.
ExternalCredentials
NoNo external credentials are required — SEC EDGAR is public.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
SEC EDGAR
SEC EDGAR for 10-K annual report filings. Public, no API key required.
Snapshot assessment
76/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
70/100Instruction clarity
100/100Dependency transparency
59/100Permission transparency
75/100Safety guardrails
66/100Finance task fit
85/100Audit findings
High
The requested final action exceeds a filing digest
The source simultaneously says not trading signals and requires BUY/HOLD/SELL with a directional score and confidence. No scoring weights, price-based valuation or calibration support that output. Retain sourced business and risk summaries; treat any directional synthesis as an explicitly subjective interpretation, not a tested investment signal.
Medium
Use the actual filing item headings
The source labels Items 1B–2 as Selected Financial Data / Properties. Current Form 10-K uses Item 1B for unresolved staff comments, 1C for cybersecurity and 2 for properties; Item 6 is reserved. Follow the specific filing and incorporated proxy documents rather than the stale template, and flag omitted or unavailable sections.
Medium
Separate reported figures from analyst calculations
FCF must state its definition and capex sign convention; balance-sheet amounts are point-in-time, while income and cash-flow figures cover periods. Distinguish diluted weighted-average EPS shares from outstanding shares at a date. Use percentage-point or basis-point changes for margins, and do not force ordinary percentage growth on zero or negative bases. Risk-factor prominence and selected management commitments are qualitative evidence, not calibrated measures of risk probability or management honesty.
Low
No supporting files or README in the snapshot
The skill directory contains only SKILL.md with no README, reference files, or supporting documentation. All instructions are inline in the 13,515 byte SKILL.md.
Sources and relations
Context around this Skill.
Repository
yennanliu/InvestSkill
topic
10-K annual report digest & structured summary
topic
SEC filing analysis & regulatory disclosure review
topic
Management credibility & promise tracker
topic
Bull vs. bear evidence synthesis from filings
agent
Claude Code
collection
US stock analysis
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:yennanliu/investskill:plugins/us-stock-analysis/skills/10k-digest
- Snapshot ID
- fsh-10k-digest-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.