sec-watcher_skill

Overview

This skill monitors SEC EDGAR filings in real time for a curated list of 50+ AI and technology companies and provides concise, plain-English summaries of what each filing means. It highlights high-signal events (leadership changes, material agreements, acquisitions, financial red flags) and groups filings by significance for quick triage. The watchlist is customizable and the output can be formatted for human reading or JSON ingestion.

How this skill works

The skill polls the EDGAR full-text search API and fetcher script to retrieve recent filings across the default AI/tech watchlist or a user-specified company/query. It parses form types (8-K, 10-K, 10-Q, S-1, 425, etc.), extracts item codes for 8-Ks, and generates a short summary and one-line impact assessment. The system ranks filings by signal (material events first), produces a Signal Report preview with stats and sample insight, and can output structured JSON for downstream processing.

When to use it

• You want alerts on new SEC filings for AI or tech companies in real time.
• You need a quick read on what an 8-K item code means and why it matters.
• You want to monitor leadership changes, material agreements, or acquisitions affecting portfolio companies.
• You need filtered results by form type (8-K, 10-K, 10-Q, S-1).
• You want structured JSON output for automation or downstream analysis.

Best practices

• Customize the watchlist to include tickers or CIKs you care about for lower noise.
• Filter by form type when you only need material events (e.g., 8-K) to reduce volume.
• Use a reasonable lookback window (48–72 hours) to balance freshness and noise.
• Treat the Signal Report preview as a triage aid; upgrade to Pro for cross-source correlation and deeper pattern detection.
• Ingest JSON output into your alerting pipeline or dashboard for automated notifications.

Example use cases

• Daily monitoring of major AI leaders for earnings-related 8-K/10-Q disclosures.
• Private investors tracking S-1 filings and registration activity for potential IPOs in AI.
• Corporate development teams spotting partner agreements or M&A disclosures via Item 1.01/2.01.
• Risk teams flagging Item 4.02 non-reliance notices or other accounting red flags.
• Quant or event-driven traders feeding high-signal filing events into automated strategies.