Edgar — SEC Company Financials for AI Agents

Searches the SEC EDGAR company directory by ticker or company name fragment and/or industry (SIC) and returns each match's CIK (the SEC's permanent company ID), primary ticker, name, exchange, industry (SIC code and description), and facts_rows (number of standardized financial fact rows loaded — >0 means financials are available). Use to find a company's identifiers before calling get_company or the financial tools; use get_company instead when you already hold a ticker or CIK and want one company's full profile. Read-only lookup of the stored directory; no API key. The directory covers all EDGAR filers and is refreshed from the SEC's ticker files; an exact ticker match ranks first, name matching is case-insensitive, a query over 40 characters is rejected, and industry-filtered lists sort covered companies first. Provide `query`, `sic`, and/or `sic_prefix` — at least one is required; `sic` is an exact industry match of 1-4 digits (e.g. '3674' semiconductors) and `sic_prefix` a 2-digit division match (e.g. '36' electronics).

Returns one company's EDGAR profile by ticker or CIK — name, exchange, industry (SIC), fiscal year end, entity type, and state of incorporation — plus whether standardized financials are loaded for it and, if so, how many facts and the latest reported period. Use after search_companies to confirm a company's identity and financials availability; use get_financials instead for the statements themselves. Read-only; no API key. Provide `ticker` or `cik`; if both are given, `cik` takes precedence. Any listed ticker for a company resolves to that company, not just its primary ticker.

Standardized financial statements for one company from its SEC EDGAR XBRL filings — revenue, net income, EPS, cash flow, and balance-sheet concepts per fiscal period, latest periods first. Use for period-by-period statements; use get_metric_history instead for one concept's long time series, and list_financial_concepts to see which concepts exist. Read-only; no API key. Values are cleaned: when a period was reported more than once the latest filing wins, fiscal periods are verified, and values computed from reported components carry derived:true plus a 'derived:' source tag — this includes Q4 figures, derived as fiscal year minus Q1–Q3 because quarterly filings never contain a filed Q4 (a restated FY or quarter changes the derived value, so derived Q4 can differ from a Q4 filed later). Responses also carry a staleness flag when SEC submissions show a newer filing than the stored facts, and predecessor companies when a ticker moved between filers (e.g. a reorg), whose history is included in the periods. Every value carries per-value provenance (form, filed date, accession number). Identify the company by ticker or CIK (CIK wins if both are given). Coverage loads progressively — roughly 25 more companies refreshed per day, priority tiers first — so a valid company can legitimately return 'no financials stored yet'.

Time series for one standardized financial concept for one company (e.g. 'revenue', 'net_income', 'eps_diluted', 'total_assets'), from SEC EDGAR XBRL filings with history back to 2015. Use for a single metric's trend; use get_financials instead for full statements per period, and list_financial_concepts for the valid concept slugs. Read-only; no API key. Each point carries the period start/end, fiscal year and period labels, the value and unit, and per-value provenance (form, filed date, accession number); duplicates and restatements are resolved latest-filed-wins, and values computed from reported components carry derived:true plus a 'derived:' tag — including Q4 points derived as fiscal year minus Q1–Q3. The series spans a company's predecessor chain when a ticker moved between filers, and the response carries a staleness flag when SEC submissions show a newer filing than the stored facts. `period` defaults to all (annual plus quarterly points); `limit` defaults to 40 points, max 200.

Lists the 22 standardized financial concepts this API builds from SEC XBRL (revenue, cost of revenue, gross profit, operating and net income, EPS, assets, liabilities, equity, cash flow, capex, dividends, shares, and more), each with its label, unit, kind (duration flow vs instant balance-sheet snapshot), and the ordered source XBRL tags it is built from. Use to discover valid `concept` values before calling get_metric_history. Read-only reference data; no API key. A concept missing for a given company means the company reports none of its source tags — absence is honest, never approximated.

Takes no parameters.

Screen and rank ALL companies by one fiscal year's reported financials — the cross-company comparison tool. Filter by min/max bounds on revenue, net income, operating income, gross profit, operating cash flow, capital expenditures, total assets, total liabilities, stockholders' equity, cash, long-term and short-term debt, plus two kinds of derived metrics (always flagged derived:true): total_debt (long-term + short-term debt at the same balance-sheet date, present only when both were reported) and the margins net_margin / operating_margin / gross_margin (computed from the year's reported values, expressed as decimals — 0.10 means 10%). Optionally restrict by SIC industry (sic exact code or sic_prefix industry group). Results sort by any of those metrics (sort_by, default revenue; sort_dir desc/asc) and paginate with limit (default 50, max 200) and offset. Use for questions like 'largest profitable companies in FY2024' or 'companies with revenue over $10B and net margin above 15%'; use get_financials for one company's full statements and get_metric_history for one company's trend. Read-only; no API key. fiscal_year defaults to the latest year with broad coverage (>= 1000 companies reporting revenue in the unit). Money metrics compare within ONE presentation currency (unit, default USD) — no FX conversion is attempted, matching the rankings endpoint. Data honesty: a company lacking a filtered metric is EXCLUDED, never treated as zero; the response reports `screened` (companies with any stored metric for that year and unit) vs `matched` (passing every filter and reporting the sort metric). Each returned metric carries its value, unit, derived flag, and source-filing provenance (filed date, form, accession number). Screening is per filer (CIK); predecessor-chain history is not merged here.