Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol.
Use this to see what filings are available for a company, with dates
and accession numbers. Does not include guidance extraction - use
get_guidance for that.
Parameterstickerrequiredfiling_type
Get forward-looking guidance language extracted from a company's
SEC filings, by ticker symbol.
Use this when asked what a company said about future performance,
revenue outlook, margin expectations, or other forward-looking
statements. Note: results are keyword-matched sentences from filings
and may include both forward guidance and recent reported results -
read each sentence carefully to distinguish actual forward guidance
from historical figures.
Parameterstickerrequired
Get the full detail of a single SEC filing by ticker and accession
number (the unique SEC filing ID, e.g. '0000320193-26-000011').
Use this after get_filings or get_guidance has identified a specific
filing you want to inspect in full.
Parameterstickerrequiredaccession_numberrequired
Search across all SEC filings in the database by keyword, optionally
filtered by ticker and date range (YYYY-MM-DD format).
Use this for open-ended questions like "which companies mentioned
supply chain issues" rather than looking up one known ticker.
Parametersqueryrequiredtickerdate_todate_from
Get all available earnings call transcripts for a company by ticker.
Returns a list of transcripts (each with fiscal_quarter, fiscal_year,
date, and speakers). If asked about a specific quarter, look for it
within the returned list rather than expecting a single result -
this endpoint does not currently filter server-side.
Use this when asked what was said on an earnings call, as opposed to
in written SEC filings.
Parameterstickerrequired
Get upcoming earnings announcement dates with EPS and revenue
estimates. Defaults to the next 7 days if no dates specified.
Use this when asked about upcoming earnings, who reports this week,
or when a specific company's next earnings date is.
Parameterstickerdate_todate_from
List all available sectors with the number of tickers in each.
Use this when asked about sectors, industries, or to find which
sector a type of company falls under. Returns 11 GICS sectors
covering the S&P 500.
Takes no parameters.
Get recent SEC filings for all companies in a given sector.
Sector names are case-insensitive, e.g. "Technology", "Energy",
"Healthcare". Use list_sectors first if unsure of exact names.
Optionally filter by event_type (earnings_release, acquisition,
executive_change, restructuring, dividend, guidance_update).
Parameterssectorrequiredevent_type
Get sector, industry, and data coverage info for a company.
Returns the company's GICS sector and industry classification,
plus counts of available filings and transcripts.
Parameterstickerrequired
Get real-time AI sentiment signals derived from SEC 8-K filings.
Each signal includes: ticker, bullish/bearish/neutral classification,
confidence score (-100 to 100), a one-line summary, and key factors.
Signals are generated by Claude Haiku within minutes of EDGAR publication.
Use this when asked which companies have recently filed bullish or
bearish 8-Ks, or to screen for sentiment shifts across the S&P 500.
Default window is 30 days; set hours=24 for today only.
Parametershourslimit