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verified live · 20h ago
sec-fundamentals
SEC EDGAR financials, benchmarks, screening & Buffett value scans for agents. Pay x402 or API key.
Tools
16
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
20h ago
Tools & capabilities
16 toolsRead from the running server on 20h ago.
buffett_scan
fylimitindustrymin_scoremin_revenueexclude_foreign
Buffett Quality Score (0-100) over a 5-year window: owner earnings, ROE consistency at 15%, balance-sheet safety, FCF quality. Foreign private issuers (20-F) excluded unles… Buffett Quality Score (0-100) over a 5-year window: owner earnings, ROE consistency at 15%, balance-sheet safety, FCF quality. Foreign private issuers (20-F) excluded unless exclude_foreign=False. Not investment advice. Cost: $0.25.
buffett_value
fylimitindustrymin_scoremin_revenueexclude_foreign
+1
Buffett Value Scan: Quality Score fused with previous-close valuation — market cap, FCF yield, owner-earnings DCF margin of safety. Quality companies trading below intrinsi… Buffett Value Scan: Quality Score fused with previous-close valuation — market cap, FCF yield, owner-earnings DCF margin of safety. Quality companies trading below intrinsic value. Foreign private issuers excluded unless exclude_foreign=False. Not investment advice. Cost: $0.25.
company_facts
cik*limitconceptfy_from
Raw normalized XBRL facts, filterable by canonical concept (revenue, net_income, total_assets, operating_cash_flow, ...), with filing provenance and quality flags. Cost: $0… Raw normalized XBRL facts, filterable by canonical concept (revenue, net_income, total_assets, operating_cash_flow, ...), with filing provenance and quality flags. Cost: $0.01.
company_filings
cik*formlimit
SEC filing index with direct document URLs; form filters by type (10-K, 10-Q, 8-K, ...). Cost: $0.005. SEC filing index with direct document URLs; form filters by type (10-K, 10-Q, 8-K, ...). Cost: $0.005.
company_financials
cik*fy_tofy_from
Clean annual financial statements: revenue, margins, income, balance sheet, cash flow, and ratios (gross_margin, roe, fcf, ...) per fiscal year. cik = SEC CIK number (Apple… Clean annual financial statements: revenue, margins, income, balance sheet, cash flow, and ratios (gross_margin, roe, fcf, ...) per fiscal year. cik = SEC CIK number (Apple=320193). Cost: $0.02.
company_signal
cik*weights
Composite factor scorecard: quality, value, insider conviction, institutional positioning and short sentiment, each 0-100, plus a renormalized composite and coverage figure… Composite factor scorecard: quality, value, insider conviction, institutional positioning and short sentiment, each 0-100, plus a renormalized composite and coverage figure. Includes institutional ownership %, insider buy intensity (bps of market cap), short-to-ADV, and governance flags. weights is optional JSON, e.g. {"quality":0.4}. RESEARCH SIGNAL, NOT INVESTMENT ADVICE. Cost: $0.05.
compare_to_peers
fy*cik*
Compare one company's metrics against its industry cohort percentiles. Cost: $0.05. Compare one company's metrics against its industry cohort percentiles. Cost: $0.05.
industry_aggregate
fysizemetric*industry
Cross-company cohort percentiles (p10/p25/median/p75/p90) for a metric, by industry (2-digit SIC) and size bucket. Metrics: gross_margin, operating_margin, roe, rd_intensit… Cross-company cohort percentiles (p10/p25/median/p75/p90) for a metric, by industry (2-digit SIC) and size bucket. Metrics: gross_margin, operating_margin, roe, rd_intensity, debt_to_equity, revenue, fcf, ... Cost: $0.05.
insider_activity
cik*months
Recent insider (Form 4) transactions for a company plus a trailing summary: open-market buys vs sales, distinct buyers, net dollar value, with 10b5-1 plan flags. Cluster bu… Recent insider (Form 4) transactions for a company plus a trailing summary: open-market buys vs sales, distinct buyers, net dollar value, with 10b5-1 plan flags. Cluster buying by officers/directors is a studied positive signal. Not investment advice. Cost: $0.02.
institutional_ownership
cik*
13F institutional ownership snapshot: number of holders, aggregate shares/value, and quarter-over-quarter change (accumulating vs trimming). 45-day reporting lag; long-only… 13F institutional ownership snapshot: number of holders, aggregate shares/value, and quarter-over-quarter change (accumulating vs trimming). 45-day reporting lag; long-only. Not investment advice. Cost: $0.02.
list_insights
Catalog of curated market-wide analyses with parameters. FREE. Call before market_insight / buffett_* to see options. Catalog of curated market-wide analyses with parameters. FREE. Call before market_insight / buffett_* to see options.
market_insight
fyaggformname*fy_tolimit
+5
Curated analysis across all companies. name: top_companies, movers, sector_landscape, metric_trend (agg=sum|median|mean), capital_returns, filing_velocity. Cost: $0.15. Curated analysis across all companies. name: top_companies, movers, sector_landscape, metric_trend (agg=sum|median|mean), capital_returns, filing_velocity. Cost: $0.15.
screen_companies
fy*limitfilters*
Screen companies by financial criteria. filters is a JSON list of [metric, op, value] triples, e.g. [["gross_margin",">",0.6],["revenue",">",1e9]]. Cost: $0.10. Screen companies by financial criteria. filters is a JSON list of [metric, op, value] triples, e.g. [["gross_margin",">",0.6],["revenue",">",1e9]]. Cost: $0.10.
short_pressure
cik*
Short-selling pressure: FINRA daily short-volume ratio over ~20 trading days — a bearish-sentiment proxy. Daily short-sale volume, not bi-monthly short interest. Not invest… Short-selling pressure: FINRA daily short-volume ratio over ~20 trading days — a bearish-sentiment proxy. Daily short-sale volume, not bi-monthly short interest. Not investment advice. Cost: $0.02.
standard_score
name*zonelimitworstmin_scoremin_revenue
+2
Industry-standard fundamental scores over all US public companies. name: piotroski (F-Score 0-9), altman_z (bankruptcy zones), beneish_m (earnings-manipulation flag), magic… Industry-standard fundamental scores over all US public companies. name: piotroski (F-Score 0-9), altman_z (bankruptcy zones), beneish_m (earnings-manipulation flag), magic_formula (Greenblatt rank), accruals (Sloan earnings quality). Peer-reviewed; not investment advice. $0.15.
top_signals
limitweightsmin_coveragemin_composite