Use when you need narrative content from company filings — risk factors, MD&A, guidance language, deal terms, accounting policies, share structure. For consolidated financial numbers use run_sql on financial_statements instead.
Semantic search over the full text of company-filed reports; returns matching passages.
Coverage: US + Japan + Hong Kong + China A-shares. US = SEC EDGAR (including foreign issuers' 20-F/6-K). Japan = EDINET, `.T` ticker (6758.T). Hong Kong = HKEX filings, 5-digit `.HK` ticker (00700.HK). A-shares = `.SH`/`.SZ` (600519.SH, 300750.SZ).
Parameters:
- query (required): natural-language search; phrase it as the concept or section name you want, e.g. "share repurchase authorization", "Risk Factors". Run a few phrasings rather than one broad query.
- ticker (required): US bare (NVDA), Japan `.T`, HK `.HK`, A-share `.SH`/`.SZ`, ADRs as their US symbol (SONY).
- filing_types (optional): US = SEC form names (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A, S-1/F-1, + amendments). Japan = EDINET NUMERIC codes: 120 (annual), 140 (quarterly), 160 (semi-annual). HK/A-share = plain names — annual_report; A-share quarters per-quarter (q1_report, ...); HK quarterly results all quarterly_report. OMIT to search all types.
- period_start / period_end (optional): yyyy-mm window; omit to search all history.
- top_k (optional): max passages to return (default 10).
Scope: indexes ONLY company-filed reports — NOT institutional filings (13F-HR/13D/13G; for those use insider_and_institution_activities with source='institution').
Section targets: non-GAAP reconciliations → earnings 8-K (Ex 99.1); dilution / SBC / buyback → "Shareholders' Equity"; segment breakdown → "Segment Information"; guidance → "Outlook" in MD&A; exec comp → DEF 14A.
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