# EdgarStack

> SEC EDGAR financial data and filing intelligence for AI assistants via MCP and REST; free closed beta at https://edgarstack.com/beta. Pages also respond with Markdown when requested with Accept: text/markdown.

## Docs

- [Documentation](https://edgarstack.com/docs)
- [Setup](https://edgarstack.com/setup)
- [OpenAPI](https://edgarstack.com/openapi.json)
- [API catalog](https://edgarstack.com/.well-known/api-catalog)
- [MCP server profile](https://edgarstack.com/integrations/mcp)
- [Tool directory](https://edgarstack.com/tools)

## Capabilities

- Standardized SEC XBRL financials, ratios, trends and peer comparison, each figure traced to a filing
- [Segment breakdowns](https://edgarstack.com/tools/get_segment_breakdown): revenue, profit and assets by business segment, region and product line for up to five years
- 10-K/10-Q section extraction and sentence-level filing diffs (Risk Factors, MD&A)
- Full-text filing search and market-wide screening by metric or ratio
- Off-balance-sheet commitments, earnings-quality indicators and data-quality checks
- [Institutional ownership from Form 13F](https://edgarstack.com/tools/institutional_ownership): top holders of a stock and a fund's quarter-over-quarter portfolio changes
- Insider transactions (Forms 3/4/5), valuation multiples and [end-of-day price history](https://edgarstack.com/tools/get_price_history)
- Formula-driven Excel financial models (with a segments tab) and a filing watchlist with email digests

## Use cases

- [Developers](https://edgarstack.com/for-developers)
- [Equity researchers](https://edgarstack.com/for-equity-researchers)
- [Investment teams](https://edgarstack.com/for-investment-teams)
- [Filing changes](https://edgarstack.com/changes)

## Optional

- [Beta terms](https://edgarstack.com/beta-terms)
- [Privacy](https://edgarstack.com/privacy)
- [Terms](https://edgarstack.com/terms)