Resolve a ticker OR company name to its SEC CIK.

Call this FIRST for any company. Accepts a ticker ("MSFT") or a name ("Microsoft"). Returns a single {"resolved": {...}} match, or when a name is ambiguous, {"ambiguous": true, "candidates": [...]} — in that case ask the user which company they mean instead of guessing. EDGAR only covers SEC-registered (public) filers.

Identity card for a company: legal name, tickers, exchange, SIC industry, fiscal year-end, state of incorporation, and links to its latest 10-K/10-Q. Use this to orient a screen (who/what/where) before pulling numbers. Accepts a ticker or name.

Curated multi-year financials (income statement, balance sheet, cash flow) from annual 10-K XBRL data. Returns each line item as a time series where every value carries its provenance: fiscal year, period end, form, accession number, and a source URL. Use this for the financial-trajectory and capital-structure parts of a screen. years = how many fiscal years back (default 5).

The screen result, computed IN CODE (not by the model): revenue CAGR & YoY growth, gross/operating/net margins, total debt, debt/equity, debt/EBITDA, current ratio, interest coverage, EBITDA and latest operating cash flow — PLUS flags (code-detected red flags such as negative equity, weak liquidity, high leverage, cash burn, stale data, and net income that is positive while the operating business loses money) and data_quality.

Read this carefully before writing anything:

• Every metric has a meaningful boolean and a caveat. If meaningful=false, DO NOT quote the number — state the caveat instead (e.g. a debt/equity of -417x really just means equity is negative).

• flags is the authoritative list of concerns. Report every high- and medium-severity flag. Do not invent flags that are not in the list, and do not suppress ones that are.

• Do not recompute or round-trip any arithmetic yourself.

Recent SEC filings for a company, each with a direct EDGAR document URL. Optionally filter by form (e.g. ["10-K", "10-Q", "8-K"]). Use this to cite sources, find the latest annual/quarterly report, or spot recent 8-K events worth a second look. limit caps the count (default 15).

Extract the Item 1A "Risk Factors" section from the company's latest 10-K, plus the source URL. Use this for the risk-signal part of a screen. Extraction is conservative: if the section can't be confidently isolated from the filing's HTML, it returns a note and the source URL rather than a guess — flag that to the user so they open the filing directly.

Sweep a company's filings for the risk LANGUAGE that never appears in the numbers: going-concern doubt, material weaknesses, restatements, covenant breaches, customer concentration, goodwill impairment. Use this alongside compute_screening_metrics for the risk-signals part of a screen — the financial tools cannot see any of it.

Each signal comes back with a computed assessment, and that is the field to read first:

• "absent" — the phrase appears in no filing since 2001. This is a real negative finding; report it as one.

• "likely_boilerplate" — present in EVERY annual report, so it is standing risk-factor or audit-report template text. Do NOT report it as a finding without reading the filing.

• "changed_over_time" — present in some years and not others. The highest- signal case; read the years that differ.

• "present_non_annual" — appears outside the 10-Ks, so likely a discrete event. Read the filing.

A hit means the words are in the document, NOT that the condition applies. Verify anything present via get_risk_factors or the linked filing before writing it up. These signals are deliberately separate from flags in compute_screening_metrics, which stays reserved for red flags code can verify arithmetically. extra_phrases appends your own exact phrases to the sweep.

Flexible escape hatch: fetch the annual series for a single financial concept — either a friendly name from the curated map (e.g. "revenue", "operating_cash_flow", "capex") or a raw US-GAAP XBRL tag (e.g. "ResearchAndDevelopmentExpense"). Use when the curated get_key_financials set doesn't cover something the user asks about. Returns which tag matched.