Company Filing Research

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

1. Load the ResearchTarget and existing filing archive.
2. Identify relevant filing systems for the issuer's market.
3. Collect recent filings for the requested period.
4. 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.

1. Extract material sections and preserve source links or raw files.
2. Compare against prior filings when change detection matters.
3. 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