Skill UI

Python library for accessing SEC EDGAR filings, extracting XBRL statements, insider trading, and institutional holdings data to power financial analysis, screening, or structured data workflows across 10-K/10-Q/8-K/DEF-14A filings.

This skill provides institutional-depth equity analysis by combining public SEC EDGAR filings and real-time market data. It can generate structured, verdict-style memos, score stocks across four key pillars (Momentum, Stability, Financial Health, Upside), and perform side-by-side comparisons of two tickers, enabling data-driven investment decision support without requiring proprietary terminal access.

This skill provides a comprehensive solution for deploying containerized financial dashboards and reporting tools. It integrates with Fondo's API to manage tax filings, compliance status, and complex financial reporting across multiple entities. It supports production-grade deployment, including Dockerization, robust health checks, and zero-downtime rolling updates, ensuring reliable operation during critical tax periods.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

This skill provides comprehensive access to structured corporate content for listed stocks via Longbridge. Users can retrieve the latest news articles, analyze regulatory filings (such as 10-K, 10-Q, 8-K), check community discussions, and perform detailed SEC EDGAR document analysis. It supports querying risk factors, management discussions (MD&A), and regulatory rules.