What it does
Pull standardized financial line items for a US-listed company from SEC XBRL filings. Available metrics: revenue, grossProfit, operatingIncome, netIncome, epsBasic, epsDiluted, totalAssets, currentAssets, totalLiabilities, currentLiabilities, longTermDebt, totalEquity, cashAndEquivalents, operatingCashFlow, capex, rdExpense, sharesOutstanding, dividendsPerShare, dividendsPaid, stockBasedCompensation, deferredRevenue, goodwill, intangibleAssets, depreciationAmortization, costOfGoodsSold, sellingGeneralAndAdministrative, interestExpense, otherNonoperatingIncomeExpense, pretaxIncome, incomeTaxExpense, shortTermInvestments, weightedAverageDilutedShares, shareRepurchases, accountsReceivable, inventory, accountsPayable, propertyPlantEquipment, investingCashFlow, financingCashFlow, grossInterestIncome, netInterestIncome, noninterestIncome. period="ttm" returns latest FY + current YTD - prior-year comparable YTD for flows (or FY when the latest fact is year-end), and latest instant values for balance-sheet metrics. Returns values, TTM method/components where applicable, the XBRL tag used, and source filing accession numbers. fiscalYear is derived from the fact's periodEnd; sourceFilingFiscalYear preserves SEC filing metadata.
Financial observations with period ends, values and units, the XBRL tag used, source filing accessions, and TTM components or method where applicable.
Who it helps
Equity researchers, finance teams, and application developers who need comparable reported financial history.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| ticker required | ZodString |
| period required | TTM combines latest FY + current YTD - prior-year comparable YTD for flows; balance-sheet metrics are latest instant values. Default: annual. |
| metrics required | Subset of available metrics; omit for all |
| limit required | Number of most recent periods per metric Default: 8. |
Example request
Show Apple's last three annual revenue, net income, and operating cash flow observations with their filing sources.
{
"ticker": "AAPL",
"period": "annual",
"metrics": [
"revenue",
"netIncome",
"operatingCashFlow"
],
"limit": 3
}What to expect
Financial observations with period ends, values and units, the XBRL tag used, source filing accessions, and TTM components or method where applicable.
Important limits
Issuer tags and reporting periods vary. A missing mapped fact is returned as unavailable, not zero. TTM flow calculations use reported periods and are not forecasts; verify important figures against the cited filing.
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.