Search for SEC-registered companies by name or ticker symbol. Returns matching company names, tickers, and CIK numbers. Use the CIK for subsequent filing and financial data lookups.

Get recent SEC filings for a company by CIK number. Returns filing metadata including form type, filing date, and document links. Optionally filter by form type (e.g. 10-K, 10-Q, 8-K, DEF 14A).

Get deduplicated historical values of a financial metric for a company. Automatically resolves concept aliases — you can use friendly names like 'revenue', 'net_income', 'eps', 'cash', 'total_assets' or raw XBRL tags. Returns clean, one-per-period values with trend analysis. Available concepts: revenue, net_income, gross_profit, operating_income, eps, total_assets, total_liabilities, stockholders_equity, cash, long_term_debt, operating_cash_flow, capex, shares_outstanding.

Get a comprehensive financial snapshot with computed ratios. Returns latest revenue, net income, assets, liabilities, equity, cash, debt, EPS — plus profit margin, debt-to-equity, current ratio, and ROE. All values are deduplicated and from the most recent annual filing.

Get a compact index of all available XBRL financial data for a company. Returns concept names, latest values, and data point counts — NOT the full time series. Use this to discover what data is available, then use get_financial_metric for details.

Deep financial analysis with computed ratios, growth metrics, and health scoring. Returns profit margins, ROE, ROA, debt-to-equity, current ratio, revenue/income/EPS growth with CAGR, trend detection, and a composite health grade (A-F). This goes beyond raw data — it interprets the numbers.

Side-by-side financial comparison of 2-5 companies with normalized metrics. Compares revenue, income, assets, cash, ratios, and health scores. Identifies the winner in each category. All data is deduplicated and from annual filings.

Full-text search across all SEC EDGAR filings. Search for keywords in filing documents, optionally filtered by form type and date range. Supports pagination — use offset to fetch subsequent pages.

Discover SEC-registered companies by exchange, industry, name, or financial health score. Fast filters (exchange, name) search 10,000+ companies instantly. Deep filters (industry, health score) require per-company API calls and are slower. Available industries: agriculture, mining, construction, manufacturing, transportation, wholesale, retail, finance, services, public_admin.

Get recent 8-K corporate events for a company, classified by event type and significance. Covers M&A, earnings announcements, leadership changes, material agreements, cybersecurity incidents, delisting notices, auditor changes, shareholder votes, and more. Each event includes the SEC item number, human-readable label, category, and significance level (high/medium/low).

Search the FRED database for economic data series. FRED contains over 800,000 time series from 100+ sources — GDP, inflation, unemployment, interest rates, housing, and more. Returns series IDs that can be used with get_economic_data.

Get time series observations for a FRED economic data series. Returns recent data points with dates and values. Common series: GDP (Gross Domestic Product), CPIAUCSL (CPI), UNRATE (Unemployment Rate), FEDFUNDS (Fed Funds Rate), DGS10 (10-Year Treasury), SP500 (S&P 500), MORTGAGE30US (30-Year Mortgage Rate).

Get a real-time stock price quote. Returns current price, daily change, percent change, day high/low, open price, and previous close. Data is live (not cached) from Finnhub. Requires FINNHUB_API_KEY environment variable.

Get latest financial news headlines. By default returns general market news. Provide a symbol to get company-specific news instead. Categories for general news: general, forex, crypto, merger. Requires FINNHUB_API_KEY environment variable.

Get recent insider trading activity for a company. Returns insider names, share counts, transaction dates, prices, and buy/sell codes. Transaction codes: P = Purchase, S = Sale, M = Option Exercise, A = Grant/Award, G = Gift, F = Tax withholding. Requires FINNHUB_API_KEY environment variable.

Get a comprehensive company overview combining profile, market metrics, and peer companies. Returns name, exchange, industry, market cap, PE ratio, beta, 52-week range, EPS, dividend yield, and peer tickers. This is the 'market overlay' that complements SEC fundamental data. Requires FINNHUB_API_KEY environment variable.