Prioritize changes between SEC filings

What it does

Compare selected sections in a company's latest two 10-K or 10-Q filings and return source-linked added, removed, and modified sentences. A deterministic keyword and change-type heuristic orders excerpts for review; it does not determine financial or legal materiality. Defaults to Risk Factors and MD&A, preserves SEC filing dates/accessions, reports extraction failures per section, and includes a not-financial-advice disclaimer.

Source-linked added, removed, and modified sentences, organized by section and limited to the requested number of passages.

Who it helps

Research teams triaging changed disclosures before reading the full filings.

Inputs

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

Input	What it controls
ticker required	US ticker symbol
formType required	ZodDefault Default: 10-K.
itemNumbers required	Sections to compare; defaults to 1A and 7 for 10-K, or 1A and 2 for 10-Q
maxChanges required	ZodDefault Default: 12.

Example request

Create a review brief for the latest two Microsoft 10-K filings, prioritizing changes in Risk Factors and MD&A.

{
  "ticker": "MSFT",
  "formType": "10-K",
  "itemNumbers": [
    "1A",
    "7"
  ],
  "maxChanges": 12
}

What to expect

Source-linked added, removed, and modified sentences, organized by section and limited to the requested number of passages.

Important limits

Ordering is a review aid and does not determine financial or legal materiality. Extraction warnings can identify sections that need manual verification.

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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