sec-edgar
Access and analyze SEC EDGAR filings to retrieve company financial data, search filings, and examine XBRL metrics for regulatory compliance and financial research.
Instructions
Unified tool for SEC EDGAR (Electronic Data Gathering, Analysis, and Retrieval) operations: access company filings, financial statements, and XBRL data from the U.S. Securities and Exchange Commission. Provides comprehensive access to public company disclosures, financial metrics, and regulatory filings using the official SEC EDGAR API.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| method | Yes | The operation to perform: search_companies (find companies by name/ticker), get_company_cik (convert ticker to CIK), get_company_submissions (filing history), get_company_facts (all XBRL financial data), get_company_concept (specific financial metric), get_frames_data (aggregated data across companies), filter_filings (filter filing results), get_dimensional_facts (get XBRL facts with dimensional context), search_facts_by_value (find facts around a target value with filters), build_fact_table (build comprehensive table of facts with dimensional analysis), time_series_dimensional_analysis (analyze subsegment revenue across time periods with geographic breakdowns) | |
| query | No | For search_companies: Company name or ticker symbol to search for (e.g., "Apple", "AAPL", "Microsoft") | |
| ticker | No | For get_company_cik: Stock ticker symbol to convert to CIK (e.g., "AAPL", "MSFT", "TSLA") | |
| cik_or_ticker | No | For get_company_submissions, get_company_facts, get_company_concept: Company CIK number (10-digit) or ticker symbol | |
| taxonomy | No | For get_company_concept, get_frames_data: XBRL taxonomy (e.g., "us-gaap" for US GAAP, "dei" for Document Entity Information, "invest" for Investment Company) | |
| tag | No | For get_company_concept, get_frames_data: XBRL concept tag (e.g., "Assets", "Revenues", "NetIncomeLoss", "StockholdersEquity") | |
| unit | No | For get_frames_data: Unit of measure (e.g., "USD" for US Dollars, "shares" for share counts) | |
| frame | No | For get_frames_data: Reporting frame in format like "CY2021Q4I" (Calendar Year 2021 Q4 Instant), "CY2021" (Calendar Year 2021), "Q1" (Q1 any year) | |
| filings | No | For filter_filings: Array of filing objects to filter (typically from get_company_submissions result) | |
| form_type | No | For filter_filings: Form type to filter by (e.g., "10-K" for annual reports, "10-Q" for quarterly, "8-K" for current reports) | |
| start_date | No | For filter_filings: Start date for filing date range in YYYY-MM-DD format | |
| end_date | No | For filter_filings: End date for filing date range in YYYY-MM-DD format | |
| limit | No | For filter_filings: Maximum number of results to return | |
| accession_number | No | SEC accession number of the specific filing to analyze (for get_dimensional_facts, search_facts_by_value, build_fact_table) | |
| search_criteria | No | Search criteria for finding dimensional facts (for get_dimensional_facts) | |
| target_value | No | Target value in dollars to search around (for search_facts_by_value, build_fact_table) | |
| tolerance | No | Tolerance range (±) in dollars for matching values (for search_facts_by_value, build_fact_table) | |
| filters | No | Additional filters for fact searches (for search_facts_by_value) | |
| options | No | Table formatting and analysis options (for build_fact_table) | |
| time_series_options | No | Options for time series dimensional analysis (for time_series_dimensional_analysis) |