Read SEC filings, reported financial facts and sampled filing comparisons with original sources.
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Use when someone asks what changed between a filing and the one before it, such as this year's 10-K against last year's. Compares the filing with the preceding available reporting period of the same company and form. Returns full sentence-change counts and bounded examples for up to eight sections, and reports when no prior filing is available. It is a sampled comparison, not a complete redline.
Use when someone asks what changed between a filing and the one before it, such as this year's 10-K against last year's. Compares the filing with the preceding available reporting period of the same company and form. Returns full sentence-change counts and bounded examples for up to eight sections, and reports when no prior filing is available. It is a sampled comparison, not a complete redline.
| Argument | Type | Description |
|---|---|---|
| filing_id* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"filing_id"
],
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
}
}
}Use when someone asks for the reported numbers in one filing, such as revenue, net income or total assets. Returns XBRL facts tagged to that filing's accession, for the API's ten supported concepts: up to 200 reported values with units and periods. It does not return all periods for a company and it does not give investment advice.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| filing_id* | string |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"filing_id"
],
"properties": {
"limit": {
"type": "integer",
"default": 50,
"maximum": 200,
"minimum": 1
},
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
}
}
}Use when someone asks for a company's recent SEC filings, such as its latest 10-K, 10-Q or 8-K, by ticker or CIK. Works for any company in the SEC's ticker list. Returns up to 20 filings from the company's recent EDGAR window, each with a filing id, form type, dates, accession number and original SEC link.
| Argument | Type | Description |
|---|---|---|
| form | string | |
| limit | integer | |
| ticker* | string | A ticker in EDGAR spelling (BRK-B), or a CIK such as 320193. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"ticker"
],
"properties": {
"form": {
"enum": [
"10-K",
"10-Q",
"8-K",
"10-K/A",
"10-Q/A",
"20-F",
"40-F"
],
"type": "string"
},
"limit": {
"type": "integer",
"default": 10,
"maximum": 20,
"minimum": 1
},
"ticker": {
"type": "string",
"pattern": "^[A-Za-z0-9.-]{1,13}$",
"description": "A ticker in EDGAR spelling (BRK-B), or a CIK such as 320193."
}
}
}Use when someone asks what a filing says in one section, such as risk factors or the business description, or wants the list of sections in a filing. The filing id is one that list_filings returns. Without a section it returns the section index with no text. With a section it returns the text, at most 20,000 characters, with the original length and a flag that marks a cut.
| Argument | Type | Description |
|---|---|---|
| section | string | |
| filing_id* | string | |
| max_characters | integer |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"filing_id"
],
"properties": {
"section": {
"type": "string",
"pattern": "^[a-z0-9-]{1,80}$"
},
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"max_characters": {
"type": "integer",
"default": 12000,
"maximum": 20000,
"minimum": 500
}
}
}