Bring Financial Analysis
to Claude Code

Companies must file an 8-K within 4 business days of material events: earnings announcements, M&A, executive departures, bankruptcy, delisting, etc. Get 8-K current reports — material events like earnings, mergers, CEO changes

This is the raw, comprehensive dataset — hundreds of concepts across multiple years. Use get_key_financials for a curated summary, or this for deep analysis. Get ALL XBRL financial facts for a company — complete financial data dump

The 10-K is the most detailed financial disclosure — includes audited financial statements, MD&A (Management Discussion), risk factors, and business description. Required by SEC for all public companies. Get 10-K annual reports for a company — the most comprehensive financial disclosure

Provide either a CIK number or ticker. Get full company profile from SEC — SIC code, exchanges, filings history

Common concepts: Revenues, NetIncomeLoss, Assets, Liabilities, StockholdersEquity, EarningsPerShareBasic, LongTermDebt, ResearchAndDevelopmentExpense, CashAndCashEquivalentsAtCarryingValue, CommonStockSharesOutstanding. If the concept is not found, returns available concepts. Get a specific US-GAAP financial concept for a company (e.g., Revenue, Debt, R&D)

Useful for industry comparison and screening. Example: get all companies' Revenue for CY2024. Period format: CY2024 (annual), CY2024Q1 (quarterly), CY2024Q1I (instant). Compare a financial metric across ALL companies — industry-wide XBRL frame data

Shows insider buys and sells. Insider buying is often considered a bullish signal. Get insider trading filings (Form 4) — officer and director stock transactions

Returns the most recent 5 reported values across 10-K and 10-Q filings. This is like a mini Bloomberg terminal — for free. Get key financial data for a company — revenue, net income, assets, equity, EPS, cash

Filed 3 times per year (Q1, Q2, Q3 — Q4 is covered by the 10-K). Includes unaudited financial statements and interim MD&A. Get 10-Q quarterly reports for a company — unaudited financial updates

Includes form type, filing date, accession number, and primary document link. Results include all form types (10-K annual reports, 10-Q quarterlies, 8-K events, proxy statements, etc.). Get the most recent SEC filings for a company — 10-K, 10-Q, 8-K, and more

g., AAPL, MSFT, TSLA) to the SEC CIK number needed for all EDGAR queries. Returns company name, CIK, and ticker. The CIK is the unique identifier SEC uses for all public companies. Look up a company by stock ticker — get CIK, name, and ID

Returns matching companies with CIK numbers. Use this when you don't know the exact ticker. Search SEC-registered companies by name or ticker

Find specific topics, companies, products, or risks mentioned in any SEC document. Filter by form type (10-K, 10-Q, 8-K) and date range. Full-text search across all SEC filings — find any keyword in any document