filing-sentimentlisted
Install: claude install-skill rgourley/quant-garage
# filing-sentiment
You hand over a ticker. The skill pulls the last two 10-K narrative
sections (Business, Risk Factors), tokenizes each, applies the
Loughran-McDonald finance sentiment dictionary (curated 900-word
negative set, 550-word litigious set, etc), and reports the tone
shift per category per section year-over-year.
The output tells you whether management's language got more
defensive, more uncertain, more litigious, or held steady. Not
clause-level meaning — a bag-of-words score with the tone shifts
flagged so a reader knows where to focus when reading the actual
section text.
## When to invoke
- A fundamental analyst asks "did AAPL's 10-K get more defensive
this year?"
- Screening a watchlist for issuers whose litigious language jumped
(a proxy for undisclosed legal exposure)
- Cross-reference with `risk-factor-delta`: this scores the tone,
that identifies category-level structural changes
- The user says "10-K tone", "filing sentiment", "language shift",
"management is getting defensive"
Not for: clause-level or sentence-level meaning. Not for sell-side
sentiment (that's news + analyst commentary). Not for 10-Q amendments.
## What you need
- A ticker (`--ticker`, required)
- `MASSIVE_API_KEY` exported
- Stocks Basic plan minimum. The
`/stocks/filings/10-K/vX/sections` endpoint is included on every
Stocks plan.
Optional:
- `--current-filing-date` (YYYY-MM-DD): pin the "current" filing.
Default: most recent 10-K on record.
- `--prior-filing-da