Read SEC filings, reported financial facts and sampled filing comparisons with original sources.
Scored across 5 tools
The five tools target distinct operations: listing filings, extracting XBRL facts, reading a single section, comparing to a prior filing, and reading the same section across companies. The only mild overlap is between read_filing_section and read_section_across_companies (single vs. batch) and between filing_facts and read_filing_section for numeric rows, but descriptions clarify scope.
All names use snake_case and mostly follow a verb_noun shape (compare_filing, list_filings, read_filing_section, read_section_across_companies). filing_facts is a noun phrase rather than verb-led, a minor inconsistency, but overall naming is predictable and readable.
Five tools is well within the 3-15 ideal range and each maps to a distinct SEC-filing workflow. The surface is focused rather than bloated or thin.
Core workflows are covered: discover recent filings, read sections, pull XBRL facts, compare periods, and batch-read sections across companies. Minor gaps exist (e.g., no company-name lookup, no full-document retrieval or cross-company search by form/date), but agents can work around them using ticker/CIK and section reads.
Use when someone asks what changed between a filing and the one before it, such as this year's 10-K against last year's. Compares the filing with the preceding available reporting period of the same company and form. Returns full sentence-change counts and bounded examples for up to eight sections, and reports when no prior filing is available. It is a sampled comparison, not a complete redline.
Inputs: filing_id (required). Returns: id, form, error, prior, +20 more
Use when someone asks for the reported numbers in one filing, such as revenue, net income or total assets. Returns XBRL facts tagged to that filing's accession, for the API's ten supported concepts: up to 200 reported values with units and periods. It does not return all periods for a company and it does not give investment advice.
Inputs: filing_id (required), limit. Returns: error, facts, usage, filing, +9 more
Use when someone asks for a company's recent SEC filings, such as its latest 10-K, 10-Q or 8-K, by ticker or CIK. Works for any company in the SEC's ticker list. Returns up to 20 filings from the company's recent EDGAR window, each with a filing id, form type, dates, accession number and original SEC link.
Inputs: ticker (required), form, limit. Returns: error, usage, status, api_url, +6 more
Use when someone asks what a filing says in a section, wants its section index, or needs a sourced excerpt. A metric row label with a section returns a table row, its definition or footnote, and the SEC page. A phrase with a section or attachment filename returns one matching sentence and its printed SEC page. The API URL opens the primary filing's sections. A regular section lookup returns up to 20,000 characters and reports truncation.
Inputs: filing_id (required), metric, section, contains, +2 more. Returns: id, meta, error, table, +20 more
Use when someone asks what several companies say in the same section of their latest filing of one form, such as the risk factors in the latest 10-K of each company in a list. Takes up to 25 tickers or CIKs, a form and a section id. Returns, per company, a status (ok, unknown_ticker, no_filing, no_section or error), the filing id, dates and SEC source, and an excerpt of the section, with up to 24,000 characters shared across the companies and a flag that marks a cut. It needs a paid plan key and consumes one call per company.
Inputs: form (required), section (required), tickers (required), max_characters. Returns: form, calls, count, error, +12 more
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Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.
Cited company facts and signals from SEC filings for US public companies.
SEC Financial Statement & Notes data sets — dimensional facts + note text.
Search SEC filings, read 10-K/8-K, query XBRL facts, track Form 4 insider trades.
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