القائمة
Extracts content from SEC filings (10-K, 10-Q, 8-K) via Financial Datasets API. Use when asked about risk factors, MD&A, business descriptions, or SEC filing content.
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| name | reading-sec-filings |
| description | Extracts content from SEC filings (10-K, 10-Q, 8-K) via Financial Datasets API. Use when asked about risk factors, MD&A, business descriptions, or SEC filing content. |
| Tool | Use |
|---|---|
get_filings | List filings (metadata, accession numbers) |
get_10K_filing_items | Extract sections from annual reports |
get_10Q_filing_items | Extract sections from quarterly reports |
get_8K_filing_items | Extract content from current reports |
Use item parameter with array of item IDs:
Item-1: BusinessItem-1A: Risk FactorsItem-7: MD&AItem-8: Financial StatementsItem-1: Financial StatementsItem-2: MD&AItem-3: Market RiskItem-4: ControlsInput: "What are Apple's risk factors?"
get_10K_filing_items(ticker: "AAPL", year: 2024, item: ["Item-1A"])
Output: Summarize key risks, don't dump the full text: "Apple's key risks include supply chain concentration in Asia, intense competition across all product categories, and regulatory scrutiny in multiple jurisdictions."
Input: "What does NVDA's management say about AI demand?"
get_10K_filing_items(ticker: "NVDA", year: 2024, item: ["Item-7"])
Output: Extract relevant MD&A sections: "NVIDIA's management highlights unprecedented data center demand driven by generative AI, with revenue up 217% YoY in that segment."
Input: "Recent Tesla 8-K filings"
get_filings(ticker: "TSLA", filing_type: "8-K", limit: 5)
Then for each relevant filing:
get_8K_filing_items(ticker: "TSLA", accession_number: "0001628280-24-012345")
Output: Summarize material events: "Tesla's recent 8-Ks cover Q3 earnings (Oct 23), executive departure (Oct 15), and factory expansion announcement (Oct 8)."
Input: "How did Microsoft describe its cloud business in Q2?"
get_10Q_filing_items(ticker: "MSFT", year: 2024, quarter: 2, item: ["Item-2"])
Output: Extract cloud-specific commentary from MD&A.
Retrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health.
Retrieves stock and cryptocurrency price data via Financial Datasets API. Use when asked about stock prices, crypto prices, historical prices, or price performance.
Workflow for multi-step financial research requiring multiple data sources. Use for company comparisons, due diligence, comprehensive analysis, or complex financial questions.
Retrieves insider trading data and company news via Financial Datasets API. Use when asked about insider buys/sells, Form 4 filings, executive transactions, or company news.