| name | financial-report-search |
| description | Search financial reports using Exa. Finds SEC filings, earnings materials, and filings by company. |
| context | fork |
Financial Report Search (Exa)
Use this skill for SEC filings, annual reports, earnings materials, investor presentations, risk factors, financial metrics, and company-by-company filing comparisons.
Tool Selection
| 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.
Recommended Settings
- Filing discovery
{ "query": "NVIDIA 10-K 2025 risk factors", "category": "financial report", "startPublishedDate": "2025-01-01", "numResults": 10 }
- SEC-focused discovery
{ "query": "NVIDIA latest 10-K", "category": "financial report", "includeDomains": ["sec.gov", "sec.report"], "numResults": 10 }
- Comparative synthesis
{ "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" } } } } }
Output Guidance
- Separate reported numbers from interpretations.
- Include source links for every numeric claim.
- Call out filing type, period, and publication date.
- Flag stale filings, amended filings, and source ambiguity.