SEC Filing Step

Step Guide: SEC Filing

Research

Fetch SEC XBRL financial data

Overview

The SEC Filing step fetches standardized financial data from SEC XBRL filings for a publicly traded company. It returns structured arrays sourced directly from regulatory filings, including revenue, net income, assets, liabilities, equity, and cash flow data across multiple fiscal years.

When to Use

Pull audited financial statements for compliance or due diligence workflows
Compare SEC-reported data against market data from the Financial Data step
Build historical trend analysis using multi-year filing data
Generate research reports from official regulatory filings

How It Works

The step reads a ticker string from its input record. It queries SEC EDGAR for XBRL data and returns company_name, cik (SEC identifier), years (array of fiscal years), and 18+ financial data arrays including revenue_values, net_income_values, gross_profit_values, operating_income_values, total_assets_values, total_liabilities_values, total_equity_values, total_debt_values, cash_and_cash_equivalents_values, operating_cash_flow_values, capital_expenditure_values, and more.

Tips

SEC data comes directly from regulatory filings. Use it for audited/official figures
Combine with Financial Data step for both market and regulatory views of a company
The years array tells you which fiscal years are represented in the data arrays
Use Evaluate steps to compute year-over-year growth or ratios from the data arrays

Related Steps

Step Guide: Financial Data

Fetch financial data from FMP API

Step Guide: Evaluate

Run calculations on numeric data

Step Guide: AI Text Generate

3 actions

Generate text or structured output with AI