Search inside SEC filings
search_filing_textFull-text search inside SEC filings: the words a company itself wrote in its 10-K and 10-Q (business, properties, risk factors, MD&A), 20-F, and 8-K filings with their press releases. Returns the matching passage, company, form, filing date, section and a link to the exact filing on EDGAR. Use it for questions like "which banks mention contact centers in their 10-K", "did Verizon talk about headcount this year", "who is opening a new facility", or to search only the user's watchlist. Plain phrases match as a whole phrase plus common synonyms (contact center also finds call center). Put words in quotes, use OR, or a leading minus for exact control. Public companies only; covers the last 12 months.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Days to look back (default 365, max 730) | |
| page | No | Page number, starting at 1 (default 1). Each page holds `limit` filings; the reply ends with the total and next_page when there are more. | |
| forms | No | Comma-separated form types: 10-K, 10-Q, 20-F, 8-K (default all) | |
| limit | No | Filings per page (default 10, max 25) | |
| query | Yes | Words or phrase to find, e.g. "contact center", "offshore", "new facility", "headcount" | |
| section | No | Optional 10-K item ("1" business, "1A" risk factors, "2" properties, "7" MD&A) or 10-Q item ("I-2" MD&A, "II-1A" risk factors) | |
| watchlist | No | Limit to companies on the signed-in user's Fundz watchlist | |
| company_name | No | Limit to companies whose SEC name contains this (partial, case-insensitive), e.g. "verizon" |