Cited earnings recaps and initiation notes from SEC filings

What it does

One call returns everything needed to write an analyst-style report from SEC filings: the relevant data sections, SEC filing citations for each section, writing rules and a report outline. You (the model) then write the report from the pack only. Report types: - "earnings_recap" (~12k tokens): latest quarterly XBRL results, 8-K earnings release (Ex-99.1), TTM ratios, segments, guidance language, changed MD&A/Risk Factors passages, insider trades. - "tenk_red_flags" (~18k tokens): earnings-quality indicators, growth anomalies, five-year ratios, off-balance-sheet items, risk-factor changes, revised XBRL facts, auditor-change/restatement 8-Ks, balance-sheet tie-out. - "initiation" (~25k tokens): business description, five-year financials and ratios, segments, valuation, peers, capital allocation, guidance track record, risk changes, ownership, insiders. Packs stay under a hard token budget; lower-priority sections are trimmed first and listed in trimmedSections, and failed sections are listed in unavailableSections. If the user's request doesn't clearly map to one report type (e.g. "write me a report on X"), ask which of the three they want, with a one-line description of each, rather than guessing. For "initiation", if the user named no peers, ask for 2–5 comparable companies (suggest a few) before calling; peers are optional if they decline. Text sections cover US 10-K/10-Q filers. Not investment advice.

Report sections with data and SEC citations, writing rules, a report outline, the token budget used, and lists of trimmed or unavailable sections.

Who it helps

Analysts who want a first-draft earnings recap, forensic 10-K review, or initiation note grounded in SEC filings rather than model memory.

Inputs

Input names and constraints below come from the registered MCP tool schema.

Input	What it controls
ticker required	US ticker symbol, e.g. AAPL
reportType required	ZodEnum Allowed: earnings_recap, tenk_red_flags, initiation.
peers required	initiation only: up to five comparable tickers

Example request

Write an initiation note on Microsoft against Alphabet and Amazon.

{
  "ticker": "MSFT",
  "reportType": "initiation",
  "peers": [
    "GOOGL",
    "AMZN"
  ]
}

What to expect

Report sections with data and SEC citations, writing rules, a report outline, the token budget used, and lists of trimmed or unavailable sections.

Important limits

EdgarStack supplies evidence; the writing depends on your AI model. Filing-text sections cover US 10-K and 10-Q filers. Valuation needs a configured price source. Indicators are prompts to review the filings, not findings.

Data sources and verification

EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.

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