Each page describes one tool's purpose, audience, registered inputs, a realistic request, outputs, and limitations. Tool coverage depends on the underlying SEC filing and reported data.
Maps a US ticker symbol to the SEC Central Index Key (CIK) and the company name in SEC records. The CIK is the stable identifier to use when a workflow needs to distinguish issuers or build direct SEC filing links.
Tool details and example →Retrieves EdgarStack's mapped income-statement, balance-sheet, and cash-flow metrics from SEC company-facts data. Choose annual, reported-quarterly, or trailing-twelve-month periods and optionally limit the metrics and observation count.
Tool details and example →Calculates common profitability, liquidity, leverage, return, and working-capital ratios from mapped SEC facts. Additional panels are available for SEC SIC-classified banks and regulated utilities.
Tool details and example →Summarizes selected SEC XBRL metrics across annual or reported-quarterly observations. It compares adjacent quarters and actual year-over-year period ends, and calculates endpoint CAGR in annual mode.
Tool details and example →Finds differences between repeated SEC company-facts observations only when the XBRL tag and exact reporting period match. It reports the earlier and later reported values and their filing provenance.
Tool details and example →Screens the latest annual or quarterly growth observation against the company's own historical distribution. A signal requires a minimum comparison history and a defined interquartile-range threshold.
Tool details and example →Combines SEC-reported operating cash flow, capital expenditures, dividends, repurchases, and shares outstanding. It calculates free cash flow and selected cash-return measures when the required source inputs are complete.
Tool details and example →Calculates selected accrual, cash-conversion, working-capital-days, and revenue-versus-receivables growth indicators from SEC XBRL data.
Tool details and example →Audits selected mapped metrics for SEC XBRL coverage, stale-line flags, source filing accessions, and period-end alignment.
Tool details and example →Compares mapped total assets with total liabilities plus total equity for the same annual or quarterly period end and reports the arithmetic residual.
Tool details and example →Combines latest TTM SEC financials and ratios with earnings-quality indicators, recent filings, insider transactions, and valuation when a delayed quote is available.
Tool details and example →Compares one to six mapped SEC XBRL metrics for two to fifteen US companies. Annual or quarterly observations are aligned by actual period end to accommodate different fiscal calendars.
Tool details and example →Lists a company's most recent supported filing form: annual 10-K, quarterly 10-Q, or current-report 8-K. Each result provides identifiers used by downstream filing tools.
Tool details and example →Fetches the specified 10-K or 10-Q primary document and extracts one requested Item. Use the accession number and primary-document name from list_recent_filings.
Tool details and example →Compares the full text of the same Item across two filings for one company. Supply a ticker and Item number to use recent filings, or pass accession numbers to select the pair explicitly.
Tool details and example →Compares selected sections in a company's latest two 10-K or 10-Q filings and orders changed passages with deterministic keyword and change-type heuristics.
Tool details and example →Compares Item 1A in the latest two supported filings and groups changed passages using a fixed keyword taxonomy. A passage may appear in several categories or remain unclassified.
Tool details and example →Compares the latest two MD&A sections—Item 7 in a 10-K or Item 2 in a 10-Q—and groups changed passages by fixed topics such as revenue, margins, liquidity, and estimates.
Tool details and example →Scans the latest 10-K or 10-Q MD&A for sentences that may contain management guidance, using fixed cue words and numeric-looking values.
Tool details and example →Looks for explicit annual dollar revenue ranges or targets in recent 10-K MD&A and matches them to later SEC-reported annual revenue for the named fiscal year.
Tool details and example →Builds an unpublished company-results research draft using SEC XBRL results, comparable history, user-selected peers, and changed MD&A or risk passages.
Tool details and example →Searches SEC filing text using SEC keyword and Boolean search semantics. Unquoted terms are ANDed; double quotes request an exact phrase. Optional filters narrow forms, CIKs, and dates.
Tool details and example →Screens SEC filers by one supported metric and a calendar-year frame, with optional quarter and minimum or maximum filters.
Tool details and example →Ranks SEC filers by a named ratio preset or a custom numerator and denominator from supported XBRL frame metrics. Inputs are joined only when their period ends match.
Tool details and example →Combines a delayed or end-of-day market price with SEC fundamentals to calculate P/E, P/S, P/B, EV/Revenue, and EV/EBITDA, plus market capitalization and enterprise value.
Tool details and example →Generates a branded Excel workbook with SEC-sourced historical data, editable forecast assumptions, Base/Upside/Downside scenarios, DCF and sensitivity analysis, Model Checks, and Audit Flags.
Tool details and example →Retrieves recent Forms 3, 4, and 5 insider activity and decodes SEC transaction codes such as open-market purchases, sales, exercises, and grants.
Tool details and example →Reviews the latest 10-K for tagged figures and text disclosures across 18 categories, including purchase obligations, supplier finance, guarantees, leases, and credit facilities.
Tool details and example →Lists, adds, or removes companies in a subscriber's watchlist of up to ten issuers, or checks it immediately. Scheduled checks can send a filing digest when new supported filings arrive.
Tool details and example →