olo-sec-scanner

What This Skill Does

The olo-sec-scanner is a powerful OpenClaw AI agent skill designed for professionals performing M&A due diligence or investment research. It autonomously interacts with the SEC EDGAR API to ingest and analyze corporate financial data and regulatory filings. By parsing XBRL data, 10-K risk factors, and 8-K material event disclosures, the agent provides a synthesized summary of a target company's financial health, operational risks, and leadership stability.

Installation

To install this skill, run the following command in your terminal: clawhub install openclaw/skills/skills/aniebyl/olo-sec-scanner Ensure your OpenClaw environment is updated to the latest version to maintain compatibility with the EDGAR API's current structures.

Use Cases

• Target Screening: Quickly pull financial trends and EBITDA margins for a list of potential acquisition targets.
• Risk Profiling: Compare year-over-year changes in 10-K Item 1A to spot newly emerging business threats or regulatory hurdles.
• Event Monitoring: Automatically detect material events like executive departures, debt facility entries, or auditor changes.
• Insider Sentiment: Analyze SEC Form 4 filings to identify patterns of net insider buying or selling, which can be a key indicator of internal confidence.

Example Prompts

1. "olo-sec-scanner, fetch the latest 10-K and 10-Q data for Apple (AAPL) and generate a financial summary showing revenue trends and EBITDA margins over the last three years."
2. "Analyze the latest risk factors for Tesla (TSLA) as of their most recent filing; highlight any new disclosures related to regulatory investigations or material weaknesses."
3. "Check for any material events or 8-K filings for NVIDIA (NVDA) in the last six months, focusing specifically on leadership changes or new material agreements."

Tips & Limitations

• Rate Limits: The SEC EDGAR API is free but enforces a 10 requests/second limit; the agent handles basic throttling but excessive batch processing may result in temporary blocks.
• Data Accuracy: Always verify critical financial figures against the official SEC EDGAR portal, as XBRL parsing can occasionally be sensitive to document formatting changes.
• Contextual Awareness: While the agent excels at extraction, complex legal nuance within long-form text might require further human review. Always treat the output as a research accelerator rather than a final legal document.