Financial Data
Company profiles, financials, SEC filings, and stock prices. Public data, no API keys.
Pull company fundamentals and market data. All public, no keys required.
What you can do
- Company profile — name, exchange, industry, fiscal year end.
- Key financials — nine headline metrics with year-over-year change.
- Search filings — 10-K, 10-Q, 8-K, and more, with document links.
- Stock prices — current quote and historical OHLCV.
Boundaries (read these first)
- SEC tools return summaries, not full filing text. To read a 10-K's actual text, take the document URL from
sec_search_filingsand fetch it withWebFetch. - Market tools give no valuation multiples. PE, market cap, and the like are not provided — compute them yourself from
sec_get_financialsplus the current price. - US-listed companies only, looked up by ticker.
SEC tools
| Tool | Input | Returns |
|---|---|---|
sec_get_company | ticker | Name, CIK, exchange, SIC industry, fiscal year end, location |
sec_get_financials | ticker | Nine metrics from the latest annual report + YoY |
sec_search_filings | ticker, form_type?, count? | Filing list (form / date / period / document URL) |
sec_get_financials returns: Revenue, Gross Profit, Operating Income, Net Income, Total Assets, Total Liabilities, Stockholders Equity, Cash & Equivalents, Operating Cash Flow. For full statements or segment data, open the 10-K via sec_search_filings.
sec_search_filings: form_type is one of 10-K, 10-Q, 8-K, S-1, DEF 14A, or empty for all (default); count is 1–50 (default 10).
Market tools
| Tool | Input | Returns |
|---|---|---|
market_get_quote | ticker | Current price, change, previous close, day & 52-week range, volume, exchange |
market_get_historical | ticker, range?, interval? | Period overview + the most recent OHLCV bars |
market_get_historical: range is 1mo / 3mo / 6mo / 1y (default) / 2y / 5y / ytd / max; interval is 1d (default) / 1wk / 1mo.
Using it in a Skill
- Read a filing's text:
sec_search_filings(form_type="10-K", count=1)→ take the document URL →WebFetchit. - Value a company: combine
sec_get_financials(fundamentals) withmarket_get_quote(price) and compute the multiples yourself. - Research flow:
sec_get_company(locate the industry) →sec_get_financials(the numbers) →sec_search_filings+WebFetch(the narrative).