Octagon SEC Filings

ChatGPT plugin

Read the filing, cited

View in ChatGPT directory

Octagon SEC Filings gives you SEC filings with the source behind every figure, directly in the conversation.

Use it to:

  • Analyze 10-K, 10-Q and 8-K filings
  • Extract risk factors and MD&A
  • Review footnotes, covenants and segments
  • Compare filings year over year

Every answer states the filing it came from, so you can verify it.

Octagon SEC Filings is a research tool. It does not place trades, move money, or provide personalized investment advice. An Octagon account is required; you sign in the first time you connect.

Octagon SEC Filings is #13,804 of 13,927 ChatGPT plugins by placement.

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Rank by placement

#13804of 13,92778places down24h—7d
#13,396#13,508#13,620#13,732Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Rank in Finance

#1128of 1,1314places down24h—7d
#1,103#1,110#1,117#1,124Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Finance1,128th of 1,131 by placement
#PluginPosition7d
1126Flocuity#13802—
1127Octagon Podcasts#13803—
1128Octagon SEC FilingsThis page#13804—
1129Octagon Earnings Calls#13806—
1130Octagon Financials#13808—

All 1,131 Finance plugins

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Example prompts

  • “Summarize the risk factors in Apple's latest 10-K.”
  • “What changed in Microsoft's MD&A between its last two 10-K filings?”
  • “Extract the debt covenants from Tesla's latest 10-Q.”

Skills

  • sec-10k-analysis

    Analyze 10-K annual filings for public companies using Octagon. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.

  • sec-10q-analysis

    Analyze 10-Q quarterly filings for public companies using Octagon. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.

  • sec-8k-analysis

    Analyze 8-K filings to extract material events and corporate changes using Octagon. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.

  • sec-amendments-review

    Review amendments to SEC filings using Octagon. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.

  • sec-analyst-master

    Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.

  • sec-annual-comparison

    Compare key metrics and disclosures between annual 10-K filings using Octagon. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.

  • sec-business-desc-analysis

    Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.

  • sec-cash-flow-review

    Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon. Use when researching operating cash flow, investing activities, financing activities, free cash flow, liquidity, and working capital dynamics from 10-K and 10-Q filings.

  • sec-corp-governance

    Review corporate governance practices and board composition from SEC filings using Octagon. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.

  • sec-debt-covenant

    Analyze debt covenants and credit agreement terms from SEC filings using Octagon. Use when researching financial covenants, leverage ratios, interest coverage requirements, credit facilities, debt maturity schedules, and covenant compliance from 10-K, 10-Q, and 8-K filings.

  • sec-filings-get-started

    Introduce Octagon SEC Filings, explain what it covers and how to connect, and suggest first requests. Use when the user is new to the plugin, asks what it can do with SEC filings, or needs help connecting their Octagon account.

  • sec-filings-status

    Check whether Octagon is connected and whether the SEC filings tool is answering. Use when the user asks whether the plugin is working, what it can do right now, or why requests are failing.

Show all 18
  • sec-footnotes-analysis

    Analyze footnotes and accounting policies from SEC filings using Octagon. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.

  • sec-mda-analysis

    Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.

  • sec-proxy-analysis

    Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.

  • sec-risk-factors

    Extract and summarize risk factors from SEC filings using Octagon. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.

  • sec-s1-analysis

    Analyze S-1 registration statements for IPOs using Octagon. Use when researching companies preparing to go public, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.

  • sec-segment-reporting

    Analyze business segment performance and reporting from SEC filings using Octagon. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.

Categories
Made by
Octagon AI · Website
Sign-in
On Install
Capabilities
Analyze 10-K, 10-Q and 8-K filings, Extract risk factors and MD&A, Review footnotes, covenants and segments, Compare filings year over year, Analyze S-1 and proxy statements
Availability
Available
Version
1.0.0
Keywords
sec-filings, 10-k, 10-q, 8-k, s-1, proxy-statements, risk-factors, mda
Created
November 11, 2026
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