heathrenfroe-sys/blueprint-10k

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Lead orchestrator for the 10-K analysis pipeline. Routes a ticker through filing-retrieval, financial-extractor, news-scout, risk-analyst, forecaster, options-strategist, validator, and output-formatter subagents. Halts at HITL.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Fetches SEC 10-K filings from EDGAR by ticker, accession number, or URL. Returns raw structured text for Item 1A, Item 7, and Item 8. Use this whenever a 10-K analysis pipeline needs source documents.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Parses 10-K Item 8 (Financial Statements) and extracts GAAP figures into a strictly Pydantic-validated FinancialStatement schema. Use this after Filing Retrieval has returned raw Item 8 text.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Reads MD&A (Item 7), historical financials, and the news brief to select an econometric method (CAGR, regression, Holt's, ARIMA) and produce 3-year bear/base/bull scenario projections plus FCF projections. Math runs in Python via mcpruneconometrics. Run after Financial Extractor and News Scout.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Retrieves and synthesizes the last 90 days of news for a ticker from Alpha Vantage, Finnhub, yfinance, EDGAR 8-K, Google RSS, and Reddit. Produces a structured brief with categorized items, sentiment, and dated events. Run early in the pipeline so Risk Analyst, Forecaster, and Options Strategist can consume the brief.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Selects 2-3 multi-leg options strategies matching the dominant forecast scenario, IV regime, and risk rating. Pricing, Greeks, and payoff math run deterministically via Black-Scholes MCP tools. Run after Forecaster and Risk Analyst.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Final delivery agent. Formats the validated and human-approved payload into Obsidian markdown, a Google Sheets row, and a Slack alert via the Make.com webhook. Only runs after Validator approval AND human authorization at HITL.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Qualitative analysis of 10-K Item 1A (Risk Factors). Separates boilerplate from novel material risks, cross-references with the News Scout brief, and produces an overall Low/Medium/High risk rating with top 5 risks. Run after Filing Retrieval and News Scout.

heathrenfroe-sys/blueprint-10k

Agent Claude Code

Devil's-advocate auditor with zero prior context. Reviews the combined payload from all upstream agents for logical contradictions, schema violations, and cross-agent integrity errors. Returns isvalid plus audit notes. Run last, before HITL approval.