Automate the extraction and analysis of SEC EDGAR filings to streamline financial due diligence and corporate risk assessment.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install olo-sec-scanner
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install olo-sec-scanner using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is SEC Filing Scanner for M&A?
The olo-sec-scanner is a powerful tool designed to automate the process of analyzing SEC EDGAR filings for mergers and acquisitions. By integrating this skill into your workflow, you can automatically parse 10-K, 10-Q, and 8-K filings to extract mission-critical financial data, identify hidden risks, and track significant corporate events. This skill provides a structured way to leverage Openclaw Skills for deep financial research, transforming raw XBRL data and unstructured text into actionable intelligence.
This skill eliminates the manual effort of searching through the EDGAR database by programmatically accessing Company Facts and Submissions. It is specifically optimized for financial analysts and developers who need to monitor leadership changes, legal proceedings, and financial health across public companies with high precision and speed.
SEC Filing Scanner for M&A Use Cases
- Conduct automated M&A due diligence by extracting multi-year financial trends and risk disclosures from 10-K filings.
- Monitor real-time material events via 8-K filings, such as CFO departures, restructuring costs, or new material agreements.
- Analyze insider sentiment and ownership concentration by tracking Form 4 and SC 13D/G submissions.
- Identify potential financial red flags like material weaknesses in internal controls or changes in accounting firms.
How SEC Filing Scanner for M&A Works
- The agent identifies the target company using its CIK and queries the SEC EDGAR API for recent submissions.
- It retrieves structured financial data via the XBRL Company Facts endpoint to calculate TTM revenue, EBITDA, and cash flow.
- The skill scans the full text of 10-K Item 1A to categorize and score risk factors, comparing them to previous years.
- It parses 8-K filings to flag specific material events like Item 1.01 (material agreements) or Item 5.02 (leadership changes).
- Insider transactions and ownership levels are extracted from proxy statements and ownership reports to determine governance health.
- All extracted data is synthesized into a standardized summary report for immediate review.
SEC Filing Scanner for M&A Setup
To begin using this skill within your environment, ensure you are connected to the Openclaw Skills ecosystem. No private API key is required as it utilizes the public SEC EDGAR API.
# Install the SEC scanner skill
openclaw install olo-sec-scanner
# Configure your agent to respect the SEC rate limit (10 req/sec)
export SEC_USER_AGENT="Your Name ([email protected])"
SEC Filing Scanner for M&A Data Schema & Taxonomy
The skill organizes extracted data into a structured taxonomy for easy integration into financial models:
| Data Category | Extraction Source | Key Metrics |
|---|---|---|
| Financials | XBRL (CompanyFacts) | Revenue, EBITDA, Net Debt, Free Cash Flow |
| Risk Analysis | 10-K Item 1A | Risk Categories, Severity Score, YoY Changes |
| Material Events | 8-K Items | Event Date, Item Code (e.g., 2.01, 4.01), Summary |
| Governance | DEF 14A, Form 4 | Insider Ownership %, Top Institutional Holders |
| M&A Specifics | Full-text search | Change of Control, NOL carryforwards, Leases |
SEC Filing Scanner for M&A Advanced Features
- Year-over-year risk factor comparison to identify newly disclosed corporate threats.
- Automated detection of change-of-control provisions and "golden parachute" triggers.
- Calculation of debt-to-EBITDA leverage ratios directly from XBRL data points.
- High-velocity monitoring of public private-placement activity (Form D) for pre-IPO target identification.
- Seamless integration with other Openclaw Skills to trigger secondary research workflows based on 8-K red flags.
SKILL.md
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