Fetch Financial Reports
Fetch and parse SEC financial filings for US-listed companies.
When to Use
- User asks for annual report → 10-K
- User asks for quarterly report → 10-Q
- User mentions a stock ticker and wants financial data
Workflow
Step 1: Validate User Input
Required inputs:
ticker- Stock symbol (e.g., AAPL, MSFT, BABA)report_type- Annual (10-K) or Quarterly (10-Q)
If either is missing, ask the user:
"To fetch the financial report, I need:
- Ticker: Which company? (e.g., AAPL, TSLA)
- Report Type: Annual (10-K) or Quarterly (10-Q)?"
Step 2: Execute Fetch
python fetch_xbrl.py <TICKER> -f <FORM> -o <WORKSPACE_ROOT>/financial_statements
| Report Type | US Companies | Foreign Issuers (ADR) |
|---|---|---|
| Annual | 10-K | 20-F |
| Quarterly | 10-Q | 6-K |
Step 3: Present Results
After successful fetch, present a user-friendly summary:
## <COMPANY_NAME> (<TICKER>) - <REPORT_TYPE> Report
### Key Highlights
- **Revenue**: $XXX billion (YoY: +X%)
- **Net Income**: $XXX billion
- **EPS**: $X.XX
- **Filing Date**: YYYY-MM-DD
### Financial Statements Available
- Income Statement
- Balance Sheet
- Cash Flow Statement
📁 Full data saved to: `financial_statements/<TICKER>/<DATE>/`
Step 4: Offer Next Actions
Always conclude with actionable options:
What would you like to do next?
- Deep Analysis - Analyze trends, ratios, and YoY comparisons
- Write Blog Post - Draft a financial news article based on this report
- Download PDF - Get the original SEC filing document
Technical Details
Output Location
financial_statements/<TICKER>/<FILING_DATE>/
Always use absolute path with -o flag: workspace_root + /financial_statements
Output Files
Primary (XBRL available):
<FORM>_income_statement.txt<FORM>_balance_sheet.txt<FORM>_cash_flow_statement.txt<TICKER>_<FORM>_<DATE>.md- Consolidated report
Fallback (Entity Facts):
<TICKER>_income_statement.txt<TICKER>_balance_sheet.txt<TICKER>_cash_flow_statement.txt<TICKER>_fallback_<DATE>.md- Consolidated report