read_filing
Read a named section from a company's latest SEC filing, or search its text for a phrase, under a character budget. Specify ticker, form type, and section to get relevant excerpts.
Instructions
Read a named section out of a company's latest filing, or search its text.
Filings are far too large to hand over whole — a Micron 10-K is ~610,000 tokens raw and ~97,000 after stripping markup — so this locates what you asked for and returns it under a character budget.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| form | No | Filing type — 10-K, 10-Q, 8-K, S-1, DEF 14A. | 10-K |
| query | No | Instead of a section, return excerpts around each match of this phrase. | |
| budget | No | Maximum characters of section text to return (default 6000). | |
| symbol | Yes | Ticker symbol (e.g. MU, AAPL). | |
| section | No | Item number to extract: 1 (Business), 1A (Risk Factors), 3 (Legal), 7 (MD&A), 7A (Market Risk), 8 (Financial Statements), 9A (Controls). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |