/filing-triangulation

name: filing-triangulation
description: Workflow composite that runs five filing / ownership skills on a single ticker (8-k-scanner + risk-factor-delta + filing-sentiment + insider-flow + analyst-tracker) and returns a unified fundamental report with a cross-source verdict (predominantly_constructive / predominantly_concerning / mixed / no_clear_signal). Handles entitlement gaps gracefully. Requires Stocks Basic; analyst-tracker section skipped without Benzinga Analyst Ratings.

filing-triangulation

You hand over a ticker. The workflow runs five fundamental skills in sequence and returns a unified report with a cross-source verdict:

• **`8-k-scanner`** — material events over the last 90 days
• **`risk-factor-delta`** — 10-K risk factor YoY changes
• **`filing-sentiment`** — LM tone shift on 10-K narrative sections
• **`insider-flow`** — Form 4 signal-vs-noise + cluster buys
• **`analyst-tracker`** — sell-side ratings and consensus PT

Answers "what is the full fundamental picture on this name?" — the integrated view I've been building manually every time you asked me to look at ALLO or NVDA.

When to invoke

• Deep-dive on a single name before a position decision
• Pre-portfolio review triage
• Fundamental analyst prep for a call
• The user says "full fundamental read on X", "triangulate X",

"everything you know about X"

Not for: watchlist scans (one ticker at a time; this is 5+ API call sequences). Not for real-time (all data sources are snapshot / filing-based).

What you need

• A ticker (`--ticker`)
• `MASSIVE_API_KEY` exported
• Stocks Basic minimum
• Optional: Benzinga Analyst Ratings entitlement (analyst-tracker

section will emit NOT_AUTHORIZED without it and skip gracefully)

Optional:

• `--lookback-days-8k` (default 90)
• `--lookback-days-insider` (default 180)
• `--lookback-days-analyst` (default 180)
• `--exclude-directors` (pass through to insider-flow)

What you get back

**Layer 1: canonical JSON** with the full output of each sub-skill nested under `eight_k_scanner`, `risk_factor_delta`, `filing_sentiment`, `insider_flow`, `analyst_tracker`. Plus a top-level `triangulation` block with `verdict`, `bullish_signals`, `concerns`, `other_signals`.

**Layer 2: rendered note**. Verdict header + concerns / bullish signals list + per-sub-skill summary blocks.

How it works

1. Runs each sub-skill in sequence with error catching. If any sub-skill raises (entitlement, empty data, etc.), records the error and moves on. 2. Cross-reads the outputs to build a triangulation:

• Bullish signals: insider cluster buys, analyst upgrades,

ensemble consensus PT premium, positive M&A / leadership news

• Concerns: negative tone shift, new risk categories, insider

selling, analyst downgrades, restatement filings 3. Verdict:

• `predominantly_constructive`: >=2 bullish, <=1 concern
• `predominantly_concerning`: >=3 concerns, 0 bullish
• `mixed`: >=1 bullish AND >=2 concerns
• `no_clear_signal`: everything else

Fallbacks

If a sub-skill fails, the `sub_skill_errors` block reports the failure and the triangulation is built from what remains. Missing Benzinga analyst-tracker just drops the sell-side lens.

Endpoints used (via sub-skills)

• `/stocks/filings/8-K/vX/disclosures`
• `/stocks/filings/vX/risk-factors`
• `/stocks/filings/10-K/vX/sections`
• `/stocks/filings/vX/form-4`
• `/benzinga/v1/ratings`

Doesn't handle (yet)

• **Batch mode.** One ticker per run. A watchlist mode would

iterate + summarize, but the per-ticker output is already dense.

• **Time-series triangulation.** A single point-in-time verdict;

no rolling history.

• **Price context.** No overlay of the fundamental verdict against

the current price / RS / vol regime.

• **Options overlay.** Not chained to options-flow or

zero-dte-gamma.

These are clean composite extensions.