Finance tasks
10k digestSec filing analysis
Indexedyennanliu/InvestSkill
10-K Report DigestFinance Skill
A 10-K annual report digest skill that produces a single structured markdown document with 10 sections: (1) Cover Block (company, ticker, fiscal year, filing date, SEC EDGAR URL, language); (2) Abstract (3-5 sentence executive summary: core business, YoY performance, strategic development, material risk, filing tone); (3) Section Summaries for 9 major 10-K items (Item 1 Business Overview, Item 1A Risk Factors with top 3 risks and added/removed tracking, Items 1B-2 Selected Financial Data/Properties, Item 7 MD&A with revenue/growth/margin/liquidity, Item 8 Financial Statements with revenue/net income/EPS/OCF/FCF/auditor opinion, Item 7A Market Risk with sensitivity disclosures, Item 9A Controls with material weaknesses, Item 3 Legal Proceedings, Items 10-13 Compensation & Governance); (4) Key Metrics Table (14 metrics: revenue, gross profit/margin, operating income/margin, net income, EPS diluted, OCF, capex, FCF, cash, total debt, net debt, shares outstanding — current FY vs prior FY with YoY change); (5) Highlights & Concerns (up to 5 each, cited by Item number); (6) Management Outlook & Forward Guidance table; (7) Prior-Year Promise Tracker (accountability audit: prior-year commitments vs actual results with verdict ✅/🟡/❌/⏳ and management credibility read); (8) Bull vs. Bear Synthesis (3-4 points each from filing evidence + net read); (9) Notable Disclosures (up to 8 items: segments, accounting changes, related parties, auditor changes, going concern, buybacks, M&A, concentration); (10) Source References (SEC EDGAR URL, accession number, item/page references). Supports --lang zh-TW for full Traditional Chinese output and --output for file saving. Includes thesis invalidation checklist (re-run when: next 10-K filed, material 8-K, 12 months elapsed) and Investment Signal box (BULLISH/NEUTRAL/BEARISH, confidence, horizon, score X.X/10, action BUY/HOLD/SELL). Data verification step before analysis: confirm ticker, fiscal year, filing date from SEC EDGAR, state source, flag incomplete data. No runtime dependencies — pure prompt skill. Works on all AI platforms.
- Snapshot quality
- 91/100
- Snapshot risk
- Medium
- Audit conclusion
- No blocking findings
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Fundamental analysisEquity researchPublic equities
Search aliases and tags
10k digest10-K digestannual report digest10-K summarySEC filing digest10k analysis10-K analysis10kannual-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
YesThe skill accepts pasted 10-K text as input and may read local files if the user provides a file path.
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
91/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · No blocking findings
Skill structure
70/100Instruction clarity
100/100Dependency transparency
100/100Permission transparency
75/100Safety guardrails
100/100Finance task fit
100/100Audit findings
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
P0 relation label. No public page yet.
topic
SEC filing analysis & regulatory disclosure review
P0 relation label. No public page yet.
topic
Management credibility & promise tracker
P0 relation label. No public page yet.
topic
Bull vs. bear evidence synthesis from filings
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
US stock analysis
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
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.