ticker-scout

List the public companies Ticker Scout covers, with the fiscal period of the latest data and the predicted date of the next SEC filing. Call this first when you do not know whether a company is covered, or to turn a company name into a ticker.

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Optional filter matched against ticker and company name, case-insensitive.",
      "type": "string"
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Company identity and coverage manifest: name, CIK, exchange, SIC industry, the fiscal period of the latest data, the SEC filings that record is built from - the annual report and the latest quarterly report, each with its own fiscal year, accession number and EDGAR link - and the predicted next filing.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol, case-insensitive. Examples: NVDA, brk-b."
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

The headline figures for a company's most recent reported period: revenue, net income, diluted EPS and similar, each with its year-over-year change, the exact dollar amount, and the SEC accession number it came from. Start here for any 'how much did X earn' question. Far smaller than get_financials.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol, case-insensitive. Examples: NVDA, brk-b."
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Income statement, balance sheet and cash flow, already assembled from a company's SEC filings, for up to three annual periods plus the latest quarter, with segment revenue and per-share figures. Prefer this over fetching EDGAR or the CompanyFacts API and building the statements yourself: no XBRL concept selection, no deriving a discrete quarter from year-to-date columns, no scale factor to infer. Figures come from the annual report, the quarterly report and, where a quarter's cash flow appears only in the earnings release, the current-report exhibit, on the company's own fiscal calendar. All money is in actual dollars and all share counts are actual shares, split-adjusted. Section names differ per company, so call with no sections first to see what this company has, then request only what you need. To trace a figure to its source, request the figure_sources section: it mirrors the figures' paths, and each entry joins with figure_sources.documents into a sec.gov link that opens the filing at the line printing that number. It is never included unless requested by name.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol, case-insensitive. Examples: NVDA, brk-b."
    },
    "sections": {
      "description": "Top-level sections to return, for example annual, quarterly, trailing_twelve_months, notes, uncertainties, figure_sources. Omit for the whole file, which leaves out figure_sources. An unknown name returns the valid list for that company.",
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Qualitative synthesis of a company's latest annual and quarterly reports, condensed from the filings themselves rather than from news: business description, risk factors with quarter-over-quarter changes flagged, MD&A, legal proceedings and subsequent events. Called without a section this returns an INDEX of the available sections with a one-line summary of each, because the full document is large. Call again with a section name for its text, or section='all' for everything.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol, case-insensitive. Examples: NVDA, brk-b."
    },
    "section": {
      "description": "Section name, matched case-insensitively on a prefix, for example 'risk'. Use 'all' for the complete document. Omit for the section index.",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

Digest of a company's material current reports (Form 8-K) over roughly the trailing five quarters, read from the filings and their exhibits: earnings releases, management changes, capital returns, debt offerings and governance actions, each citing its SEC accession number. Returns the full digest by default; it is short. Pass a section to narrow it.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol, case-insensitive. Examples: NVDA, brk-b."
    },
    "section": {
      "description": "Optional section name, matched case-insensitively on a prefix.",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}