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Search financial reports using Exa. Finds SEC filings, earnings materials, and filings by company.
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Based on SOC occupation classification
Merge or squash-merge a pull request and report best-effort remote and local source-branch cleanup. Use when user says "merge this PR", "squash merge", "md", "smd", or anything about merging pull requests.
(devtools plugin) Create a branch, commit changes, push, and open a PR — or just commit+push+PR if already on a feature branch. Links related issues from GitHub or Linear based on project tracker config.
Automate the release process. Use when user says "cut a release", "new version", "bump version", "publish release", or anything about versioning and publishing.
Plan, draft, and execute Exa deep-research workflows. Use when the user wants staged research planning, cost-aware discovery before deep synthesis, or an explicit deep-research report. Also use when the user asks to refine a research question, compare options, explore a market or technical landscape, gather sources cheaply before synthesis, or decide whether deep research is necessary.
Code context using Exa. Finds reliable code docs, snippets, API references, and debugging examples.
Company research using Exa search. Finds company context, competitors, and market signals.
| name | financial-report-search |
| description | Search financial reports using Exa. Finds SEC filings, earnings materials, and filings by company. |
| context | fork |
Use this skill for SEC filings, annual reports, earnings materials, investor presentations, risk factors, financial metrics, and company-by-company filing comparisons.
| Intent | Primary Tool | Notes |
|---|---|---|
| Discover filings, annual reports, or investor materials | web_search_advanced_exa with category: "financial report" | Use when available; date and domain filters are useful here. |
| Broad filing discovery when advanced search is unavailable | web_search_exa | Add company name, filing type, fiscal year, and source domain terms. |
| Compare filings across firms or periods | web_research_exa | Use when enabled; require evidence-backed statements. |
| Explain one metric, line item, or disclosure | web_answer_exa | Good for narrow cited explanations. |
| Read full filing or report text | web_fetch_exa | Fetch 1-3 selected URLs only. |
If web_search_advanced_exa is unavailable, fall back to web_search_exa with explicit terms like 10-K, 10-Q, annual report, investor relations, site:sec.gov, or the company ticker.
{ "query": "NVIDIA 10-K 2025 risk factors", "category": "financial report", "startPublishedDate": "2025-01-01", "numResults": 10 }{ "query": "NVIDIA latest 10-K", "category": "financial report", "includeDomains": ["sec.gov", "sec.report"], "numResults": 10 }{ "query": "Compare risk factors and revenue trend disclosures in the latest annual reports for NVIDIA, AMD, and Intel.", "systemPrompt": "Return only evidence-backed statements. Separate reported numbers from interpretation and cite source URLs for every numeric claim.", "outputSchema": { "type": "object", "properties": { "summary": { "type": "string" }, "risks": { "type": "array", "items": { "type": "string" } } } } }