Find companies that file with the SEC (≈10,000 listed registrants) by ticker or name. Returns ticker, name, CIK and exchange. Use it when you are unsure of a ticker; most other tools accept a ticker, CIK or name directly.

Get a company's SEC profile: legal name, tickers/exchanges, CIK, SIC industry, filer category, fiscal year end, state of incorporation, address, former names, and its latest annual/quarterly reports.

List a company's SEC filings, newest first, with form type, dates, accession number and document URL. Common forms: 10-K (annual), 10-Q (quarterly), 8-K (material events; see 'items', e.g. 2.02 = earnings), DEF 14A (proxy/executive pay), 4 (insider trades), S-1 (IPO), 13D/13G (5%+ holders), 20-F/6-K (foreign issuers).

Read the text of a filing's main document (10-K, 10-Q, 8-K, proxy, S-1...) or one of its exhibits. Long documents are paginated by characters.

• section jumps to a 10-K/10-Q section: business, risk_factors, legal_proceedings, mdna, market_risk, financial_statements.

• find jumps to the first occurrence of a phrase (e.g. 'share repurchase', 'backlog').

• document reads another file of the filing, e.g. the earnings press release exhibit of an 8-K ('msft-ex99_1.htm'); the header lists the filing's exhibits.

• Otherwise continue with offset as instructed at the end of each chunk. Omit accession_number to read the latest 10-K (or 20-F/40-F).

Search the full text of all SEC filings since 2001 (EDGAR full-text search). Supports exact phrases in double quotes, e.g. '"supply chain" tariffs'. Filter by form types, date range and company. Returns company, form, filing date, and document URL for each hit (read it with edgar_read_filing or open the URL).

Get a company's income statement, balance sheet or cash flow statement from its SEC XBRL filings (10-K/10-Q; IFRS for 20-F/40-F filers), as line items × periods. Values are as reported (latest filing wins, so restatements are reflected). Quarterly values that are only reported year-to-date (cash flows, fiscal Q4) are derived by subtraction and flagged. The cash flow statement includes free cash flow (CFO − capex). For any tag not covered here use edgar_search_concepts + edgar_get_concept.

Compute key metrics from SEC filings: revenue and YoY growth, gross/operating/net margin, diluted EPS and growth, free cash flow and FCF margin, SBC/revenue, ROE, ROA, current ratio, debt/equity, net cash, buybacks + dividends. Best single call for a quick fundamental overview of a company.

Compare 2-10 companies on key metrics for their latest fiscal year (or a given fiscal year): revenue, growth, margins, EPS, FCF, ROE, leverage, etc. Fiscal years end on different dates across companies; the period end used for each company is shown.

Find XBRL concepts (tags) a company reports, by keyword in the tag name or label — e.g. 'backlog', 'deferred revenue', 'segment', 'lease', 'employees'. Returns the concept name, label, units and the latest value. Then use edgar_get_concept for the full history.

Get the reported history of any XBRL concept for a company (e.g. 'us-gaap:RevenueRemainingPerformanceObligation', 'dei:EntityCommonStockSharesOutstanding', 'us-gaap:NumberOfEmployees' is rarely tagged — search first). Annual/quarterly keep ~1-year/~1-quarter durations (quarters derived from YTD when needed); 'all' returns every distinct reported period.

Rank every SEC filer on one XBRL concept for a calendar period (XBRL "frames"), e.g. largest revenues in CY2025, most cash at end of 2025. Period formats: 'CY2025' (annual duration), 'CY2025Q4' (quarter duration), 'CY2025Q4I' (instant, for balance-sheet items). Values are aligned to calendar periods by the SEC, so fiscal years that don't match the calendar map to the closest calendar period.

Get recent insider transactions from Form 4 filings (officers, directors, 10% owners): date, insider, role, transaction type, shares, price, value and shares owned afterwards, plus a summary of open-market buys vs sells. Codes: P = open-market buy, S = open-market sale (the most informative); A = grant, M/X = option exercise, F = tax withholding, G = gift.

Get the US equity portfolio an investment manager reports quarterly on Form 13F (required above $100M): positions by value, % of portfolio, shares, and the change versus the previous quarter (new, added, reduced, exited). Works for hedge funds, mutual fund families, banks and insurers, e.g. 'Berkshire Hathaway', 'Pershing Square Capital Management', 'Scion Asset Management', 'Bridgewater Associates', or a CIK. Notes: 13F shows long US-listed positions only (no shorts, cash or foreign shares), is filed up to 45 days after quarter end, and identifies securities by CUSIP. Amendments are ignored.

Get the current price and price history for a ticker (any exchange: US tickers as-is, others with a Yahoo suffix like 'SAP.DE', 'MC.PA', 'SHOP.TO', '7203.T'), an index ('^GSPC', '^MXX') or an exchange rate ('EURUSD=X', 'MXN=X' for USD/MXN). Returns current price, 52-week range, return over the range, max drawdown, and a sampled price table (split/dividend-adjusted closes). Source: Yahoo Finance's public chart endpoint (unofficial; may occasionally be unavailable).

Get a stock's dividend and split history (any exchange; Yahoo symbols like 'KO', 'JNJ', 'SAN.MC', 'WALMEX.MX'): trailing-12-month dividend and yield, payments per year, 5- and 10-year dividend growth (CAGR), consecutive years of increases, yearly totals and splits. Amounts are split-adjusted per share in the listing's currency. For the payout ratio, compare with EPS or FCF per share from edgar_get_key_metrics.

Get the official US Treasury daily par yield curve (1 month to 30 years) from treasury.gov — useful as the risk-free rate in valuations (typically the 10-year). Returns the latest available date by default, or the closest date on/before date.

Compute valuation multiples for a US-listed SEC filer by combining the live share price (Yahoo) with trailing-twelve-month fundamentals from SEC filings: market cap, enterprise value, P/E, P/S, P/FCF, EV/Revenue, EV/EBIT, earnings yield and FCF yield. TTM = sum of the last 4 consecutive quarters, or the latest fiscal year when quarters are missing (e.g. 20-F filers). Fails with an explanation when the company reports in a different currency from its share price (ADRs such as TSM or NVO).

Get US and global economic time series from FRED (Federal Reserve Bank of St. Louis, 800,000+ series): interest rates, inflation, GDP, jobs, money supply, credit spreads, FX, commodities, recession indicators. Pass 1-5 series IDs to line them up by date. Common IDs: DGS10 / DGS2 (Treasury yields), T10Y2Y (yield curve), FEDFUNDS, CPIAUCSL / CPILFESL (CPI / core), PCEPILFE (core PCE), UNRATE, PAYEMS, GDPC1 (real GDP), A191RL1Q225SBEA (GDP growth), M2SL, BAMLH0A0HYM2 (high-yield spread), VIXCLS, DCOILWTICO (oil), DEXUSEU / DEXMXUS (FX), USREC. Use transform 'pct_change_yoy' for inflation rates from price indexes, and frequency to aggregate daily data (e.g. monthly averages). Find other IDs with macro_search_series.

Find FRED series IDs by keyword, e.g. 'mortgage rate', 'core inflation', 'unemployment', 'yen', 'high yield'. Searches all 800,000+ FRED series when the server has a (free) FRED_API_KEY; otherwise a built-in catalog of ~50 key US series.

Get annual macroeconomic indicators for any country (or aggregates like 'WLD' world, 'EUU' EU) from the World Bank, e.g. to compare the markets a company sells in. Indicators: gdp_usd, gdp_growth, gdp_per_capita, gdp_per_capita_ppp, inflation, unemployment, population, government_debt, current_account, exports, fdi_inflows, lending_rate, real_interest_rate, market_cap, exchange_rate; or any World Bank indicator ID (e.g. 'NY.GDP.MKTP.KD.ZG'). Data are annual and usually lag 6-18 months.