- name
- sec-finance
- description
- Fetch structured financial data and filing metadata from SEC EDGAR and SEC XBRL companyfacts for US-listed companies, especially Chinese issuers. Use when the task is quarterly/annual financial analysis, CIK resolution, filing lookup, or extracting metrics such as revenue, net income, and EPS from SEC data. Do not use for downloading static IR PDFs; use ir-pdf-downloader for document discovery/download.
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
# 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 jsonWorkflow
- If the user needs revenue / profit / EPS / structured filings, use this skill.
- Resolve CIK via shared issuer data first; fall back to SEC lookup when needed.
- Pull
companyfactsfromdata.sec.gov. - Return structured results in table or JSON form.
- 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.