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List Normalized 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

Company Reference 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 choo

List Recent 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;

Get One Metric's Reported Series

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

Get Normalized Financial Statements

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

Compare Companies On One Metric

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 sin

Ownership Form Types and Transaction Codes

Publishes the vocabulary every insider answer is written in: the three SEC ownership form types — Form 3, the initial statement filed when somebody becomes an insider; Form 4, the change; Form 5, the annual catch-up filing — and every Form 3/4/5 transaction code with a plain-language meaning, its category, and whether it describes an open-market decision at all. Read this before drawing any conclusion from an insider row, because the raw one-letter codes are the largest source of wrong ones: onl

Newest Insider Filings, Unfiltered

The most recently filed Form 3, 4 and 5 rows in the corpus, across every issuer and every insider, newest filing first, capped at a small fixed number the response states. It takes no arguments — no filter, no paging, no way to ask for more — so an agent can establish that the corpus is live, see the shape of a row and read a real transaction code before committing to anything. Every filter is on another tool: issuer_insider_activity for one company by ticker, screen_insider_transactions for tra

One Company's Insider Transactions

Every Form 3, 4 and 5 row filed against one company — identified by ticker — by its directors, officers and ten-percent owners, newest transaction first. Returns transaction rows, one per filed row, each carrying the transaction code with its plain-language meaning, the acquired or disposed direction read from the filing's own flag rather than inferred from the code, the shares, the value the filing stated, the position held afterwards, and Rule 10b5-1 status where the filing states it. Reach fo

One Insider's Profile and Realized Ledger

Everything the corpus holds about one person, identified by the owner CIK the SEC assigns them: every name spelling they have filed under, every issuer and role they hold or have held as director, officer or ten-percent owner, their position series per security, and a realized-proceeds ledger counting open-market sales only — with every excluded transaction code itemised and the reason it was left out, because counting a tax withholding as a sale is how a total ends up wrong in the flattering di

Screen Insider Transactions Across Every Issuer

Insider transactions from every issuer at once, filtered by date range, transaction code, direction, minimum stated value, the role the filer holds and Rule 10b5-1 status. Returns one row per transaction, which is the unit to ask for when the question is about trades rather than about the people making them: which open-market purchases were filed last week, which sales were not scheduled under a plan, which directors disposed of stock above a threshold, how much of a run of selling was an option

Screen Insiders by Realized Proceeds, Role and Recency

The same filters as screen_insider_transactions, aggregated the other way: one row per person, ranked by the cash they realized from open-market sales inside the window. This is the tool for a question about people rather than trades — which executives have been selling, who recently became liquid, which directors realized the most across every company they are an insider at — because it returns people with their totals, roles, issuers and Rule 10b5-1 coverage already rolled up instead of a list