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filing-sentimentlisted

Score 10-K narrative sections (Business, Risk Factors) for a ticker using the Loughran-McDonald finance sentiment dictionary and report year-over-year tone shifts by category (negative, uncertain, litigious, modal-weak, modal-strong, constraining). Answers "did management's language get more defensive this year?" Uses Massive's pre-parsed 10-K sections endpoint. Requires Stocks Basic. Runs on the free tier.
rgourley/quant-garage · ★ 6 · Data & Documents · score 66
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