Use this skill for the primary-disclosure layer of an AIFi memo. It should extract what the company formally reported, what changed from prior disclosures, and which parts need follow-up from financial, news, or risk skills.
Workflow
- Load the
ResearchTargetand existing filing archive. - Identify relevant filing systems for the issuer's market.
- Collect recent filings for the requested period.
- Prioritize filings by research question: 10-K/annual report, 10-Q/interim report, 8-K/current report, proxy, registration statement, investor presentation, or local-market equivalent.
- Extract material sections and preserve source links or raw files.
- Compare against prior filings when change detection matters.
- Save summaries under
research/targets/<target>/evidence/filings/.
Read references/filing-review-checklist.md before summarizing filings.
Output
Return:
- filing inventory with dates and source links
- key disclosure changes
- business and segment updates
- risk-factor changes
- accounting, liquidity, debt, litigation, or going-concern flags
- handoffs to financials, earnings, news, and risk skills
- archive files created or updated
Quality Gate
Before finishing:
- state which filings were reviewed and which were unavailable
- distinguish company disclosure from agent interpretation
- preserve exact filing dates and periods covered
- label excerpts from old filings as background
- avoid copying long copyrighted passages into generated memos