OpenClaw

olo-sec-scanner

SEC EDGAR filing analysis for M&A due diligence — extract financials, detect risks, and track corporate events from 10-K, 10-Q, and 8-K filings

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查看来源 ↗安装与使用 SKILL.md ↗

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求，再添加到工作流。

SkillHub CLI

skillhub install aniebyl/olo-sec-scanner

打开来源仓库，查看说明和兼容环境后，按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent，让它先读取说明、核对依赖，并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

SEC Filing Scanner for M&A

Extract and analyze SEC EDGAR filings for acquisition due diligence.

Data Source

SEC EDGAR API (free, no API key, 10 req/sec rate limit):

Company Facts: https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json
Submissions: https://data.sec.gov/submissions/CIK{cik}.json
Full-Text Search: https://efts.sec.gov/LATEST/search-index?q=...

Filing Types & M&A Relevance

Filing	Use Case
10-K	Annual financials, risk factors, segment data, legal proceedings
10-Q	Quarterly trends, interim changes, going concern flags
8-K	Material events: acquisitions, dispositions, leadership changes, restatements
DEF 14A	Executive comp, related-party transactions, governance
SC 13D/G	Activist positions, ownership changes above 5%
Form 4	Insider buying/selling patterns (signal conviction)
Form D	Private placement activity (pre-IPO targets)

Extraction Framework

1. Financial Extraction (from XBRL)

Revenue (3-5 year trend from Revenues or RevenueFromContractWithCustomerExcludingAssessedTax)
EBITDA (computed: OperatingIncome + DepreciationAndAmortization)
Net income, EPS, diluted shares
Total assets, total liabilities, stockholders' equity
Operating cash flow, CapEx, free cash flow
Segment revenue breakdown (if multi-segment)

2. Risk Factor Analysis (from 10-K Item 1A)

Categorize risks: market, operational, regulatory, financial, legal, technology
Flag risks mentioning: litigation, regulatory investigation, material weakness, going concern
Compare risk factors year-over-year to detect new disclosures
Score overall risk severity (low / moderate / elevated / high)

3. Material Event Detection (from 8-K)

Item 1.01: Entry into material agreement
Item 2.01: Completion of acquisition or disposition
Item 2.05: Costs of restructuring
Item 4.01: Change in accountant (red flag)
Item 5.02: Departure of directors/officers
Item 8.01: O...

来源信息

Source: github
Repository: openclaw/skills
Path: skills/aniebyl/olo-sec-scanner
Version: 1.0.0
Commit: 18620ea6740ea4761f5edd4406afd502471d743d
分类来源: rules
状态: active
可见性: public

这些信息来自收录时的来源分析，可能滞后；使用前请核对最新来源文件。

来源内容

SKILL.md

# SEC Filing Scanner for M&A

Extract and analyze SEC EDGAR filings for acquisition due diligence.

## Data Source

SEC EDGAR API (free, no API key, 10 req/sec rate limit):
- Company Facts: `https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json`
- Submissions: `https://data.sec.gov/submissions/CIK{cik}.json`
- Full-Text Search: `https://efts.sec.gov/LATEST/search-index?q=...`

## Filing Types & M&A Relevance

| Filing | Use Case |
|--------|----------|
| 10-K | Annual financials, risk factors, segment data, legal proceedings |
| 10-Q | Quarterly trends, interim changes, going concern flags |
| 8-K | Material events: acquisitions, dispositions, leadership changes, restatements |
| DEF 14A | Executive comp, related-party transactions, governance |
| SC 13D/G | Activist positions, ownership changes above 5% |
| Form 4 | Insider buying/selling patterns (signal conviction) |
| Form D | Private placement activity (pre-IPO targets) |

## Extraction Framework

### 1. Financial Extraction (from XBRL)
- Revenue (3-5 year trend from `Revenues` or `RevenueFromContractWithCustomerExcludingAssessedTax`)
- EBITDA (computed: `OperatingIncome` + `DepreciationAndAmortization`)
- Net income, EPS, diluted shares
- Total assets, total liabilities, stockholders' equity
- Operating cash flow, CapEx, free cash flow
- Segment revenue breakdown (if multi-segment)

### 2. Risk Factor Analysis (from 10-K Item 1A)
- Categorize risks: market, operational, regulatory, financial, legal, technology
- Flag risks mentioning: litigation, regulatory investigation, material weakness, going concern
- Compare risk factors year-over-year to detect new disclosures
- Score overall risk severity (low / moderate / elevated / high)

### 3. Material Event Detection (from 8-K)
- Item 1.01: Entry into material agreement
- Item 2.01: Completion of acquisition or disposition
- Item 2.05: Costs of restructuring
- Item 4.01: Change in accountant (red flag)
- Item 5.02: Departure of directors/officers
- Item 8.01: O...

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