Download a SEC report from EDGAR for the specified company, form type, and report date. For 6-K/8-K, also downloads HTML exhibits by default (PDF exhibits are skipped, not parsed).

Args: ticker: Stock ticker symbol, e.g. "AAPL" form: Report type, e.g. "10-K", "10-Q", "20-F", "6-K", "8-K", "40-F" report_date: Report date (fiscal period end date) or fiscal year, e.g. "2023" or "2025-01-31" include_exhibits: Whether to download HTML exhibits. Default: true for 6-K/8-K, false otherwise. PDF exhibits are never parsed.

Parse a downloaded HTML report (and HTML exhibits, if present) into a page-split JSON file. Typically called immediately after download_sec_report completes.

Args: ticker: Stock ticker symbol, e.g. "AAPL" form: Report type, e.g. "10-K", "10-Q", "6-K", "8-K" report_date: Report date (fiscal period end date), e.g. "2025-01-31"

Search parsed reports by keyword full-text search, results sorted by relevance (TF). Uses word-boundary matching for precise results.

User: "Did Tesla mention self-driving risks?" -> keywords=["self-driving", "autonomous", "FSD", "risk", "liability"], match_mode="ANY"

Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date) keywords: 1-5 search keywords match_mode: "ANY" (any match) or "ALL" (all must match), default ANY max_results: Maximum number of matching snippets to return, default 5

Retrieve full page content for a range of pages from a report.

Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date) start_page: Starting page number (1-based) page_count: Number of consecutive pages to return, default 3, max 5

Retrieve the Table of Contents of a report. Also returns structured section metadata (Item numbers and page locations) if available.

Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date)

List available SEC filings for a company.

User: "Give me Microsoft's latest 10-K details." -> Use list_sec_filings to find the most recent report_date, then proceed.

Args: ticker: Stock ticker, e.g. "AAPL" form: Filing type filter, e.g. "10-K". Omit to list all financial report types. limit: Max number of filings to return, default 5, max 20

Look up the SEC CIK mapping for a ticker symbol. Diagnostic / recovery tool.

Args: ticker: Stock ticker symbol, e.g. "BABA" refresh: Force re-download of company_tickers.json from SEC (default: false)