Search SEC EDGAR filings by company ticker or CIK. Filter by form type (10-K, 10-Q, 8-K, etc.) and date range. Use for discovering recent or historical regulatory filings.

Examples:

• search_filings({ ticker: "AAPL", form: ["10-K", "10-Q"], limit: 5 })

• search_filings({ cik: "0000320193", startDate: "2024-01-01" })

Retrieve a filing's metadata and list of attached documents (HTML, XBRL, exhibits). Use when you need to understand filing contents before deeper analysis. Requires CIK and accession number.

Examples:

• analyze_filing({ cik: "0000320193", accessionNumber: "0000320193-24-000123" })

Search SEC-registered companies by name, ticker, or CIK. Returns entity metadata including company name, ticker, CIK, and entity type.

Examples:

• search_companies({ query: "Apple" })

• search_companies({ ticker: "MSFT" })

Get a comprehensive overview of a public company by ticker or CIK, including recent SEC filings. Ideal starting point for company research.

Examples:

• company_overview({ identifier: "AAPL" })

• company_overview({ identifier: "0000320193", filingLimit: 10 })

Retrieve standardized financial statements for a company — income statement, balance sheet, or cash flow. Uses the latest available filing when no accession number is provided.

Examples:

• company_financials({ identifier: "MSFT", statement: "income" })

• company_financials({ identifier: "AAPL", statement: "balance" })

Get financial ratio time series for a company (profitability, liquidity, leverage, efficiency). Useful for valuation and comparative analysis.

Examples:

• company_ratios({ identifier: "AAPL", ratio: "roe" })

• company_ratios({ identifier: "GOOGL", limit: 12 })

Search insider trading transactions (Form 4 filings) by company ticker. Filter by buy/sell activity, transaction type, and date range. Returns officer and director trades.

Examples:

• insider_trades({ ticker: "TSLA", activity: "buying", limit: 10 })

• insider_trades({ ticker: "NVDA", activity: "latest" })

Search institutional investment managers (13F filers) by name or CIK. Returns hedge funds, asset managers, and other institutions that file Form 13F.

Examples:

• search_institutions({ query: "Berkshire" })

• search_institutions({ query: "Vanguard", limit: 5 })

Get an institutional investor's 13F portfolio holdings for a given quarter. Shows positions, share counts, and market values. Requires institution CIK.

Examples:

• institution_holdings({ cik: "0001067983", quarter: "2024-Q3" })

• institution_holdings({ cik: "0001166559", limit: 50, sort: "weight" })