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mda_intelligence

Compares the latest two MD&A sections—Item 7 in a 10-K or Item 2 in a 10-Q—and groups changed passages by fixed topics such as revenue, margins, liquidity, and estimates.

Analysts reviewing how management's discussion of operations and liquidity changed between periods.

What it does

Compare the latest two 10-K or 10-Q Management's Discussion and Analysis sections (Item 7 for 10-K; Item 2 for 10-Q) and group added, modified, and removed source passages by a fixed keyword taxonomy covering revenue/demand, margins, liquidity, capital, accounting estimates, and trends. Unclassified passages remain visible. Categories do not establish causality, forecast outcomes, or measure materiality. Includes extraction warnings and a not-financial-advice disclaimer.

Added, modified, and removed MD&A passages by topic, including unclassified text and extraction warnings.

Who it helps

Analysts reviewing how management's discussion of operations and liquidity changed between periods.

Inputs

Input names and constraints below come from the registered MCP tool schema.

InputWhat it controls
ticker requiredUS ticker symbol
formType requiredZodDefault Default: 10-K.

Example request

Compare Amazon's latest two 10-K MD&A sections and group the changed discussion of demand, margins, and liquidity.

{
  "ticker": "AMZN",
  "formType": "10-K"
}

What to expect

Added, modified, and removed MD&A passages by topic, including unclassified text and extraction warnings.

Important limits

The taxonomy does not establish causality, forecast outcomes, or measure materiality. Verify each excerpt in the source filing.

Data sources and verification

EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.

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Related guide

How do you compare two SEC filings and identify what changed?