Use this as the starting point for any company-level question. Returns profile, financials, recent filings, and ownership data in one call. Control what's included with the 'include' parameter.

Examples:

• Company overview: identifier="AAPL"

• Financials only: identifier="MSFT", include=["financials"], periods=8

• Full analysis: identifier="AAPL", include=["profile", "financials", "filings", "ownership"]

Use this to find companies by name or list filings by form type and company. This searches metadata (names, form types, dates) — not filing text content. For full-text content search, use edgar_text_search instead.

Examples:

• Find companies: query="software", search_type="companies"

• Company's 8-Ks: identifier="AAPL", form="8-K", search_type="filings"

• Recent 10-Ks: form="10-K", search_type="filings"

Use this to examine any SEC filing. Returns structured context: what the filing is, key data, and available next steps. If the filing has a typed data object (10-K, 10-Q, 8-K, Form 4, 13F, DEF 14A, etc.), returns extracted financials, sections, ownership, transactions, etc.

Two ways to specify the filing:

1. By company + form type: identifier="AAPL", form="10-K" (gets the latest)

2. By accession number or URL: input="0000320193-23-000077"

Examples:

• Apple's latest 10-K: identifier="AAPL", form="10-K"

• Latest 8-K: identifier="TSLA", form="8-K"

• By accession: input="0000320193-23-000077"

• From URL: input="https://www.sec.gov/Archives/edgar/data/320193/000032019323000077/..."

• Minimal overview: identifier="MSFT", form="10-Q", detail="minimal"

Use this to read the text content of specific sections from a filing. Extracts narrative content like risk factors, MD&A, business descriptions, financial tables, and event items.

Use edgar_filing first to identify a filing, then edgar_read to extract its content.

Available sections by form type:

• 10-K/10-Q: business, risk_factors, mda, financials, controls, legal

• 20-F: business, risk_factors, mda, financials, directors, shareholders, controls

• 8-K: items, press_release, earnings

• DEF 14A: compensation, pay_performance, governance

• SC 13D/13G: ownership, purpose

• 13F-HR: holdings, summary

Examples:

• Read risk factors: identifier="AAPL", form="10-K", sections=["risk_factors"]

• Read 8-K event: identifier="AAPL", form="8-K", sections=["items"]

• Read CEO pay: identifier="AAPL", form="DEF 14A", sections=["compensation"]

Use this to compare companies side-by-side on financial metrics, or analyze an industry sector with automatic peer selection.

Examples:

• Compare companies: identifiers=["AAPL", "MSFT", "GOOGL"]

• Industry analysis: industry="software", limit=5

• Bank comparison: identifiers=["JPM", "BAC", "WFC"], metrics=["revenue", "net_income", "assets"]

Use this for insider trading activity (Form 4) or institutional fund portfolios (13F). For companies, use analysis_type="insiders". For funds/institutions, use analysis_type="fund_portfolio" with the fund's CIK.

Examples:

• Insider trades: identifier="AAPL", analysis_type="insiders"

• Berkshire portfolio: identifier="1067983", analysis_type="fund_portfolio"

• Portfolio changes: identifier="1067983", analysis_type="portfolio_diff"

Use this to see what was just filed with the SEC. Returns the latest filings from today's live feed, updated every few minutes. Filter by form type to track specific events.

Examples:

• All latest: (no parameters)

• Today's 8-Ks: form="8-K"

• Insider trades: form="4"

• Latest 10-Ks: form="10-K"

• More results: limit=50

Use this for financial trend analysis over time. Returns XBRL-sourced time series with growth rates for revenue, income, EPS, and other metrics across multiple periods.

Examples:

• Revenue trend: identifier="AAPL", concepts=["revenue"]

• Multi-metric: identifier="MSFT", concepts=["revenue", "net_income", "eps"], periods=10

• Quarterly: identifier="TSLA", period="quarterly", periods=8

Use this to discover or screen companies by industry, exchange, or state. Returns matching companies from SEC reference data — instant results, no API calls. Combine filters to narrow results.

Examples:

• By industry: industry="software"

• By SIC code: sic=2834 (pharmaceutical)

• By exchange: exchange="NYSE"

• By state: state="DE" (Delaware)

• Combined: industry="semiconductor", exchange="Nasdaq", limit=20

Use this to find filings that mention specific topics, products, risks, or events. Searches the actual text content of all SEC filings via EDGAR's full-text search index (EFTS). Different from edgar_search which only searches metadata.

Examples:

• Topic search: query="artificial intelligence"

• 8-K events: query="cybersecurity incident", forms=["8-K"]

• Date range: query="supply chain disruption", start_date="2024-01-01"

• Company-specific: query="tariff impact", forms=["10-K"], identifier="AAPL"

Use this for mutual fund, ETF, BDC, and money market fund analysis. Supports fund lookup, portfolio holdings, money market yields, and BDC investments.

Actions: lookup (find fund by ticker/CIK), search (by name), portfolio (NPORT holdings), money_market (yields/NAV), bdc_search, bdc_portfolio.

Examples:

• Fund lookup: action="lookup", identifier="VFINX"

• Fund search: action="search", query="Vanguard 500"

• Fund portfolio: action="portfolio", identifier="VFINX"

• Money market: action="money_market", identifier="VMFXX"

• BDC search: action="bdc_search", query="Ares"

• BDC portfolio: action="bdc_portfolio", identifier="ARCC"

Use this for CEO compensation, executive pay, and corporate governance questions. Extracts compensation tables, pay-vs-performance metrics, and governance data from DEF 14A proxy statements.

Examples:

• CEO pay: identifier="AAPL"

• Compare pay: identifier="MSFT"

• Prior year: identifier="AAPL", filing_index=1

Drill into the notes and disclosures behind financial statement numbers. Use this when you need to explain WHY a number is what it is — debt terms, revenue recognition policies, lease schedules, contingencies, etc.

Returns the note's narrative text, which statement line items it explains, and structured table data.

Examples:

• What does Apple's debt note say? topic="debt", identifier="AAPL"

• Revenue recognition policy: topic="revenue", identifier="MSFT"

• All notes overview: identifier="TSLA" (no topic = table of contents)