SEC Finance#

Use this skill for structured SEC data, not IR document downloading.

Scope#

• Resolve company name / alias / ticker to CIK
• Fetch SEC XBRL companyfacts
• Extract key metrics such as revenue, net income, EPS
• Normalize annual vs quarterly periods

Do not use this skill for#

• Downloading annual report PDFs from IR sites
• Cloudflare/IR-site document fetching
• Generic PDF discovery workflows

Use ir-pdf-downloader for those.

Core commands#

bash

# Resolve a company and fetch recent financials
python3 scripts/sec_finance.py --search JD.com

# Query by known CIK
python3 scripts/sec_finance.py --cik 0001549802 --period quarterly

# JSON output for downstream processing
python3 scripts/sec_finance.py --search Alibaba --period annual --output json

Workflow#

1. If the user needs revenue / profit / EPS / structured filings, use this skill.
2. Resolve CIK via shared issuer data first; fall back to SEC lookup when needed.
3. Pull companyfacts from data.sec.gov.
4. Return structured results in table or JSON form.
5. If the user instead needs the original PDF document, stop and switch to ir-pdf-downloader.

Notes#

• Issuer aliases and validated CIK hints live in references/issuers.json.
• Prefer secure HTTPS by default; only fall back on relaxed SSL handling for endpoint compatibility.
• Keep this skill focused on SEC data retrieval and normalization.