filing_search
Search one company's SEC filings. Returns ## Facts (exact as-reported and restated financial values) and ## Passages (matching filing text) — both come back in one call.
ticker is REQUIRED. When ## Facts is empty, read ## Passages — the figure is usually stated in the filing text.
period_start/period_end match by interval overlap; fiscal_period sets granularity (Q1..Q4/H/9M/FY). Pass an explicit period window for the most recent figure.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Publication cutoff date YYYY-MM-DD. Rows with missing published_at still appear; not a strict point-in-time snapshot | |
| query | Yes | Natural-language financial metric query | |
| top_k | No | Max results; 1-30, default 10 | |
| ticker | Yes | Required. Canonical or historical ticker; one only. Resolve company names with ticker_lookup first | |
| period_end | No | Calendar end date YYYY-MM-DD (calendar, not fiscal) | |
| period_type | No | instant or duration | |
| period_start | No | Calendar start date YYYY-MM-DD (calendar, not fiscal; resolve fiscal periods via financial_statements period_start/period_end) | |
| fiscal_period | No | Q1 | Q2 | Q3 | Q4 | H | 9M | FY, or a list of those |