get_financial_facts
Fetch annual financial values from SEC EDGAR XBRL filings by CIK and concept alias or tag, returning one value per fiscal year with source URLs for citation.
Instructions
Annual financial values reported in 10-K (or 20-F/40-F) XBRL data, newest fiscal year first, one value per fiscal year.
Prefer aliases: revenue tries several revenue tags and uses the one with the most recent
data. fiscal_year is the company's own fiscal year (e.g. NVIDIA's FY2024 ends Jan 2024).
Amounts are in unit (USD is not scaled). Cite each value's filing_url or source_url.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | CIK, e.g. '1045810' | |
| years | No | Number of fiscal years | |
| concept | Yes | Alias (capex, cash, cost_of_revenue, eps_basic, eps_diluted, gross_profit, long_term_debt, net_income, operating_cash_flow, operating_income, rd_expense, revenue, shares_outstanding, stockholders_equity, total_assets, total_liabilities) or an XBRL tag such as 'us-gaap:NetIncomeLoss' |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | ||
| unit | Yes | ||
| label | Yes | ||
| values | Yes | Annual values, newest fiscal year first | |
| concept | Yes | Resolved XBRL tag, e.g. "Revenues" | |
| taxonomy | Yes | Resolved XBRL taxonomy, e.g. "us-gaap" | |
| source_url | Yes | ||
| company_name | Yes | ||
| requested_concept | Yes |