list_metrics

Publishes the canonical metric vocabulary this server normalizes SEC XBRL facts into: for each metric its key (revenue, net_income, assets, operating_cash_flow, ...), a human label, the statement it belongs to (income, balance, cashflow, entity), its unit, and the ranked upstream us-gaap/dei tag candidates tried in order until a filer's own tagging matches. Reach for this before any other paid call whenever you need to know which metric keys get_concept, get_financials and compare_companies will accept, or which XBRL tags stand behind a reported figure. Returns the full metric table plus the derived ratios (gross_margin, operating_margin, net_margin, current_ratio) with the numerator and denominator each is computed from. No parameters, no upstream lookup. See /.well-known/x402 for current pricing.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "required": [],
  "description": "Takes no arguments: the metric vocabulary is identical for every caller and every company.",
  "additionalProperties": false
}

company_profile

Resolves an exchange ticker to its SEC filer and returns that filer's reference data in one call: the zero-padded ten-digit CIK that identifies it in EDGAR, its official registrant name, its SIC industry classification code with the code's description, the exchanges its securities trade on, and the fiscal year end that determines where its fiscal quarters fall. Reach for this first — to confirm a ticker is a real SEC filer, to resolve it to a CIK, to establish industry or sector context, to choose peers to compare against, or to learn a filer's fiscal calendar before reading quarterly figures or lining its periods up against another company whose year ends elsewhere. Returns the CIK and registrant name together with the SIC code and description, the exchange list and the fiscal year end. See /.well-known/x402 for current pricing.

Parameters1

ticker

string

required

Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.",
      "minLength": 1,
      "maxLength": 12,
      "pattern": "^[A-Za-z][A-Za-z0-9.-]{0,11}$"
    }
  },
  "required": [
    "ticker"
  ],
  "description": "Identifies the one company whose reference profile should be returned.",
  "additionalProperties": false
}

list_filings

Recent EDGAR filing history for one company, newest first: form type (10-K, 10-Q, 8-K, S-1 and the rest), filing date, the period end the document reports on, its accession number and a direct link to the document. Use it to establish what a company has filed and when — whether the latest annual report is out, whether a fiscal quarter has been reported yet, or how much recent 8-K activity there has been — before deciding which numbers are even available. Pass `form` to narrow to one filing type; omit it for every type. See /.well-known/x402 for current pricing.

Parameters3

ticker	string	required	Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.
form	string	optional	Optional EDGAR form-type filter, for example "10-K" for annual reports, "10-Q" for quarterly, or "8-K" for material events. Omit to receive every form type. Narrowing here is cheaper than filtering the returned rows.
limit	integer	optional	How many filings to return, newest first. Accepts 1 to 100; defaults to 25 when omitted. Ask for the fewest that answer the question.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.",
      "minLength": 1,
      "maxLength": 12,
      "pattern": "^[A-Za-z][A-Za-z0-9.-]{0,11}$"
    },
    "form": {
      "type": "string",
      "description": "Optional EDGAR form-type filter, for example \"10-K\" for annual reports, \"10-Q\" for quarterly, or \"8-K\" for material events. Omit to receive every form type. Narrowing here is cheaper than filtering the returned rows."
    },
    "limit": {
      "type": "integer",
      "description": "How many filings to return, newest first. Accepts 1 to 100; defaults to 25 when omitted. Ask for the fewest that answer the question.",
      "minimum": 1,
      "maximum": 100,
      "default": 25
    }
  },
  "required": [
    "ticker"
  ],
  "description": "Selects one company, optionally one form type, and how far back through its filing history to read.",
  "additionalProperties": false
}

get_concept

The reported time series for a single normalized metric from one company's XBRL facts — every revenue, net_income or assets observation the filer has published, each with its value, unit, period start and end, and the filing it came from. Use it when a question is about the history, trend or growth of one figure rather than a whole statement, or when you must reconcile a number against the filing it was tagged in. Returns the observations newest first alongside the upstream tag and taxonomy that actually resolved, which matters because filers tag the same economic concept differently and a series cannot be compared across companies without knowing which tag answered. See /.well-known/x402 for current pricing.

Parameters4

ticker	string	required	Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.
metric	string	optional	Normalized metric key to fetch, exactly as published by list_metrics — for instance revenue, net_income, assets, equity or operating_cash_flow. Call list_metrics first if unsure; a key outside that vocabulary is rejected.
taxonomy	string	optional	XBRL taxonomy the resolved tag is drawn from: 'us-gaap' for financial statement concepts, 'dei' for entity-level facts such as shares outstanding. Defaults to 'us-gaap'.
limit	integer	optional	How many observations to return, newest first. Accepts 1 to 200; defaults to 20 when omitted. A decade of annual history needs about 10.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.",
      "minLength": 1,
      "maxLength": 12,
      "pattern": "^[A-Za-z][A-Za-z0-9.-]{0,11}$"
    },
    "metric": {
      "type": "string",
      "description": "Normalized metric key to fetch, exactly as published by list_metrics — for instance revenue, net_income, assets, equity or operating_cash_flow. Call list_metrics first if unsure; a key outside that vocabulary is rejected.",
      "minLength": 1,
      "maxLength": 64,
      "pattern": "^[a-z][a-z0-9_]*$"
    },
    "taxonomy": {
      "type": "string",
      "description": "XBRL taxonomy the resolved tag is drawn from: 'us-gaap' for financial statement concepts, 'dei' for entity-level facts such as shares outstanding. Defaults to 'us-gaap'.",
      "enum": [
        "us-gaap",
        "dei"
      ],
      "default": "us-gaap"
    },
    "limit": {
      "type": "integer",
      "description": "How many observations to return, newest first. Accepts 1 to 200; defaults to 20 when omitted. A decade of annual history needs about 10.",
      "minimum": 1,
      "maximum": 200,
      "default": 20
    }
  },
  "required": [
    "ticker"
  ],
  "description": "Selects one company and one metric, and how deep a history of that metric to read.",
  "additionalProperties": false
}

get_financials

The normalized financial statement view for one company across recent fiscal periods: revenue, gross profit, operating income, research and development, net income, diluted earnings per share, total and current assets and liabilities, stockholders equity, cash, operating cash flow and capital expenditures, plus the derived ratios gross_margin, operating_margin, net_margin and current_ratio. Reach for this by default when a question is about a company's performance, profitability or margins over annual or quarterly periods rather than the history of one figure. Returns one record per fiscal period newest first, the upstream XBRL tag that supplied each figure so any number can be traced back to the 10-K or 10-Q, and the list of metrics this filer never reported. See /.well-known/x402 for current pricing.

Parameters4

ticker	string	required	Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.
period	string	required	Reporting frequency to return: 'annual' for fiscal-year figures drawn from 10-K filings, 'quarterly' for fiscal-quarter figures drawn from 10-Q filings.
metrics	array	optional	Optional subset of normalized metric keys to return, as published by list_metrics. Omit to receive the server's standard statement set; narrow it when only a few figures matter.
limit	integer	optional	How many fiscal periods to return, newest first. Accepts 1 to 20; defaults to 5 when omitted.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Exchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.",
      "minLength": 1,
      "maxLength": 12,
      "pattern": "^[A-Za-z][A-Za-z0-9.-]{0,11}$"
    },
    "period": {
      "type": "string",
      "description": "Reporting frequency to return: 'annual' for fiscal-year figures drawn from 10-K filings, 'quarterly' for fiscal-quarter figures drawn from 10-Q filings.",
      "enum": [
        "annual",
        "quarterly"
      ],
      "default": "annual"
    },
    "metrics": {
      "type": "array",
      "description": "Optional subset of normalized metric keys to return, as published by list_metrics. Omit to receive the server's standard statement set; narrow it when only a few figures matter.",
      "items": {
        "type": "string",
        "description": "One normalized metric key, such as revenue, operating_income or net_income.",
        "minLength": 1,
        "maxLength": 64,
        "pattern": "^[a-z][a-z0-9_]*$"
      },
      "minItems": 1,
      "maxItems": 16
    },
    "limit": {
      "type": "integer",
      "description": "How many fiscal periods to return, newest first. Accepts 1 to 20; defaults to 5 when omitted.",
      "minimum": 1,
      "maximum": 20,
      "default": 5
    }
  },
  "required": [
    "ticker",
    "period"
  ],
  "description": "Selects one company, the fiscal periodicity of the statements, and optionally a narrower metric set.",
  "additionalProperties": false
}

compare_companies

Compares one normalized metric across several filers in a single call, with reporting periods aligned so companies whose fiscal calendars end in different months still line up period by period. Use it for peer, competitor or ranking questions — which of these companies earns the most revenue, whose total assets grew fastest, how a filer's net income stands against its sector — where the same figure is wanted for two to eight tickers. Exactly one metric per call, because the upstream aligns a single metric across companies rather than returning a matrix; ask again per metric if you need more. Returns one row per ticker carrying the aligned period values and the resolved XBRL tag, plus a per-row error for any ticker that fails to resolve or has never reported the metric. See /.well-known/x402 for current pricing.

Parameters4

tickers	array	required	The companies to compare, as exchange ticker symbols. Between 2 and 8 distinct symbols; duplicates are folded together and a symbol that does not resolve is reported on its own row rather than failing the call.
metric	string	required	The single normalized metric key every company is compared on, as published by list_metrics — for instance revenue, net_income or assets. One metric per call.
period	string	required	Reporting frequency to return: 'annual' for fiscal-year figures drawn from 10-K filings, 'quarterly' for fiscal-quarter figures drawn from 10-Q filings.
limit	integer	optional	How many aligned reporting periods to return per company, newest first. Accepts 1 to 12; defaults to 4 when omitted.

Raw schema

{
  "type": "object",
  "properties": {
    "tickers": {
      "type": "array",
      "description": "The companies to compare, as exchange ticker symbols. Between 2 and 8 distinct symbols; duplicates are folded together and a symbol that does not resolve is reported on its own row rather than failing the call.",
      "items": {
        "type": "string",
        "description": "One exchange ticker symbol, case-insensitive, such as AAPL, MSFT or KO.",
        "minLength": 1,
        "maxLength": 12,
        "pattern": "^[A-Za-z][A-Za-z0-9.-]{0,11}$"
      },
      "minItems": 2,
      "maxItems": 8
    },
    "metric": {
      "type": "string",
      "description": "The single normalized metric key every company is compared on, as published by list_metrics — for instance revenue, net_income or assets. One metric per call.",
      "minLength": 1,
      "maxLength": 64,
      "pattern": "^[a-z][a-z0-9_]*$"
    },
    "period": {
      "type": "string",
      "description": "Reporting frequency to return: 'annual' for fiscal-year figures drawn from 10-K filings, 'quarterly' for fiscal-quarter figures drawn from 10-Q filings.",
      "enum": [
        "annual",
        "quarterly"
      ],
      "default": "annual"
    },
    "limit": {
      "type": "integer",
      "description": "How many aligned reporting periods to return per company, newest first. Accepts 1 to 12; defaults to 4 when omitted.",
      "minimum": 1,
      "maximum": 12,
      "default": 4
    }
  },
  "required": [
    "tickers",
    "metric",
    "period"
  ],
  "description": "Selects the filers to line up, the single metric to compare them on, and how many aligned periods to return.",
  "additionalProperties": false
}

SEC EDGAR Fundamentals

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

list_metrics

company_profile

list_filings

get_concept

get_financials

compare_companies

Install

Remote endpoint