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Analyze a company's 10-K annual report

Revenue, margins, cash, new risks and what changed from last year, with the section for each fact.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Open SEC EDGAR and find the latest 10-K of company and the 10-K of the year before. Read the business section, the risk factors, the management discussion and the financial statements. Report revenue, gross margin, operating income, free cash flow and cash for both years, with the change in percent. List the risk factors that are new this year, and changes in segments, guidance or accounting. Write a brief of 600 words or fewer in a new Google Doc, with the section name for each fact.

  • It works in SEC EDGAR and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
companyThe company name or its stock tickerNorwell Robotics (NRWL)

What you get back

An example run with the example values above. Your run uses your own data.

Norwell Robotics (NRWL), 10-K for fiscal 2025 compared with 2024

Revenue: 2.31 billion USD, +11.4% (MD&A)

Gross margin: 41.2%, from 39.8%

Operating income: 214 million USD, +26%

Free cash flow: 162 million USD, from 98 million USD

Cash: 640 million USD, from 701 million USD, after a buyback of 120 million USD

New risk factors: export rules for China, one customer is 14% of revenue

Changes: a new Services segment; warranty reserve now 3% of sales

Doc: NRWL 10-K brief, 580 words

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type company. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open SEC EDGAR and find the latest 10-K of Norwell Robotics (NRWL) and the 10-K of the year before. Read the business section, the risk factors, the management discussion and the financial statements. Report revenue, gross margin, operating income, free cash flow and cash for both years, with the change in percent. List the risk factors that are new this year, and changes in segments, guidance or accounting. Write a brief of 600 words or fewer in a new Google Doc, with the section name for each fact."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Analyze a company's 10-K annual report" template with company = Norwell Robotics (NRWL).

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open SEC EDGAR and find the latest 10-K of Norwell Robotics (NRWL) and the 10-K of the year before. Read the business section, the risk factors, the management discussion and the financial statements. Report revenue, gross margin, operating income, free cash flow and cash for both years, with the change in percent. List the risk factors that are new this year, and changes in segments, guidance or accounting. Write a brief of 600 words or fewer in a new Google Doc, with the section name for each fact."
  }
}

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