Convert a stock ticker symbol to its SEC CIK (Central Index Key).

Args: ticker: Stock ticker symbol (e.g., "AAPL", "NVDA", "MSFT")

Returns: CIK number for use with other SEC EDGAR tools.

Retrieve company information from SEC records.

Args: identifier: Company ticker symbol or CIK number

Returns: Company details including name, CIK, SIC code, exchange, and fiscal year end.

Search for companies by name in SEC records.

Args: query: Company name search query limit: Maximum results to return (default: 10)

Returns: List of matching companies with CIK and ticker information.

Get recent SEC filings for a company or across all filers.

Args: identifier: Company ticker/CIK (optional, omit for all recent filings) form_type: Filter by form type (e.g., "10-K", "10-Q", "8-K", "4") days: Number of days to look back (default: 30) limit: Maximum filings to return (default: 50)

Returns: List of filings with dates, form types, accession numbers, and SEC URLs.

Get the content of a specific SEC filing with paging support.

Args: identifier: Company ticker symbol or CIK number accession_number: The accession number of the filing offset: Character offset into the filing content (default: 0) max_chars: Maximum number of characters to return (default: 50000)

Returns: Dictionary containing filing content page and pagination metadata

Analyze an 8-K current report for material events.

Args: identifier: Company ticker symbol or CIK number accession_number: The 8-K filing accession number

Returns: Analysis of reported items: Material agreements Results of operations (earnings) Officer/director changes Regulation FD disclosures Other material events

Extract specific sections from 10-K or 10-Q filings.

Args: identifier: Company ticker symbol or CIK number accession_number: Filing accession number form_type: Form type ("10-K" or "10-Q")

Returns: Extracted sections including business description, risk factors, and MD&A.

Discover what financial metrics are available for a company.

Use this tool to find available XBRL concepts before using get_key_metrics.

Args: identifier: Company ticker symbol or CIK number search_term: Filter metrics by name (optional)

Returns: List of available XBRL concepts with data counts.

Discover all XBRL concepts available in a filing.

Use this to explore available data before extracting specific concepts.

Args: identifier: Company ticker symbol or CIK number accession_number: Specific filing accession number (optional) form_type: Form type if no accession number provided (default: "10-K") namespace_filter: Filter by namespace (e.g., "us-gaap")

Returns: All discovered concepts, namespaces, and sample values.

Get a summary of insider trading activity.

Args: identifier: Company ticker symbol or CIK number days: Number of days to analyze (default: 180)

Returns: Summary with filing counts by form type, unique insiders, and recent activity.

Analyze insider trading patterns and frequency.

Args: identifier: Company ticker symbol or CIK number months: Number of months to analyze (default: 6)

Returns: Filing frequency analysis (high/moderate/low) and recent activity summary.

This provides frequency analysis only. For buy/sell sentiment, use analyze_form4_transactions to examine actual transaction details.

Get recommended tools for analyzing a specific SEC form type.

Args: form_type: SEC form type (e.g., "10-K", "8-K", "4", "DEF 14A")

Returns: Recommended tools and usage tips for the form type.