get_filing_content
Fetch SEC filing content and financial metrics for a stock ticker, choosing essential data or only specified metrics for targeted analysis.
Instructions
Get SEC financial data - SMART & EFFICIENT dual-mode approach.
╔════════════════════════════════════════════════════════════════════╗ ║ GENERIC MODE (no specific_metrics parameter) ║ ║ - Returns 13 essential metrics for any financial analysis ║ ║ - 5 historical values per metric (sufficient for TTM calc) ║ ║ - Most token-efficient for general questions ║ ║ - Includes: Net Income, Revenues, Interest Expense, Taxes, ║ ║ Operating Income, Gross Profit, Assets, Liabilities, Equity, ║ ║ Depreciation, Shares Outstanding, Cash, Long-term Debt ║ ╚════════════════════════════════════════════════════════════════════╝
╔════════════════════════════════════════════════════════════════════╗ ║ SPECIFIC MODE (provide specific_metrics parameter) ║ ║ - Returns ONLY the requested metrics you specify ║ ║ - Perfect for targeted analysis (TTM EBITDA, leverage ratios) ║ ║ - Minimal token usage - only fetch what you need ║ ║ - Example: ['NetIncomeLoss', 'DepreciationDepletionAndAmortization',║ ║ 'InterestExpense', 'IncomeTaxExpenseBenefit'] ║ ║ - Use get_available_metrics(ticker) to discover all metrics ║ ╚════════════════════════════════════════════════════════════════════╝
WORKFLOW FOR TTM CALCULATIONS:
Call: get_available_metrics(ticker='GME', search_term='Depreciation')
Find needed metrics from results
Call: get_filing_content(ticker='GME', specific_metrics=['NetIncomeLoss', ...])
Calculate TTM from 5 historical values (last 4 quarters + 1 prior)
FILE HANDLING (get_full_content=True):
The exact document size is checked first (EDGAR filing index)
Up to 25MB: first 50,000 characters in full_content; if has_more, continue with download_filing_text(filing_url, offset=next_offset) or search it with search='keyword'
Over 25MB: link only (file_too_large=True), AI told via ai_note
Args: ticker: Stock ticker symbol (e.g., 'GME', 'AAPL') filing_type: Type of filing - '10-Q', '10-K', '8-K', etc. (None = get latest) get_full_content: If True, check and optionally download full filing text specific_metrics: List of specific metric names to fetch. If None, returns 13 essential metrics (generic mode). Example: ['NetIncomeLoss', 'Revenues', 'DepreciationDepletionAndAmortization'] Use get_available_metrics() to discover what's available.
Returns: Dict containing: - ticker, cik, company_name: Company identification - financial_metrics: Dict of requested/essential metrics with 5 historical values each - filing_date, filing_type: Filing metadata - mode: "generic" or "specific" - metrics_returned, values_per_metric: Data shape info - content_mode: 'text' or 'link_only' - full_content, has_more, next_offset: first page of the filing text - file_size_mb, filing_url, ai_note: size, link and what to do next
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| filing_type | No | ||
| get_full_content | No | ||
| specific_metrics | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |