select-anchor-filing
Handles financial data extraction from SEC EDGAR filings with strict audit traceability.
Install
mkdir -p .claude/skills/select-anchor-filing && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/12907" && unzip -o skill.zip -d .claude/skills/select-anchor-filing && rm skill.zipInstalls to .claude/skills/select-anchor-filing
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
1. The filing is the single source of truth. Every fact traces to `source_accession_number` + verbatim `source_text`. 2. Fail closed on source ambiguity. Fail open on extraction incompleteness. 3. Facts before judgments. Proposals are raw events. Classification is Skill 8, not SkKey capabilities
- →Search SEC EDGAR for primary filing types
- →Rank filings by chronology quality
- →Select the primary filing for deal analysis
- →Discover supplementary filing candidates
- →Resolve CIK from target name
How it works
This skill reads a seed entry, resolves the CIK, searches all 6 primary SEC filing types, ranks and selects the primary filing, discovers supplementary candidates, and writes the selection rationale to a JSON file.
Inputs & outputs
When to use select-anchor-filing
- →Extracting deal data from filings
- →Auditing financial disclosures
- →Retrieving historical SEC data
About select-anchor-filing
Searches and selects primary SEC filings for deal analysis. It enforces a 'facts-first' policy, mapping every extracted detail to specific source accession numbers and text.
1. The filing is the single source of truth. Every fact traces to `source_accession_number` + verbatim `source_text`. 2. Fail closed on source ambiguity. Fail open on extraction incompleteness. 3. Facts before judgments. Proposals are raw events. Classification is Skill 8, not Sk
When not to use it
- →When no usable filing is found after searching all 6 primary types
- →When the user wants to proceed to downstream skills without a primary filing
- →When the user wants to ignore the SEC User-Agent header requirement
Limitations
- →Fails closed on source ambiguity
- →Requires a proper SEC User-Agent header for all `curl` commands
- →If no usable filing is found, it writes a failure bundle and stops
How it compares
This skill automates the complex process of searching, ranking, and selecting SEC filings based on specific criteria and a predefined preference ranking, ensuring traceability and consistency, unlike manual SEC database searches.
Compared to similar skills
select-anchor-filing side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| select-anchor-filing (this skill) | 0 | 6mo | Review | Advanced |
| literature-review | 559 | 3mo | Review | Advanced |
| openalex-database | 48 | 9mo | Review | Intermediate |
| market-research-reports | 38 | 9mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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