Find possible guidance in SEC filings

What it does

Scan the latest 10-K or 10-Q MD&A (Item 7 or Item 2) for sentences that may contain management guidance. Returns verbatim, source-linked candidates labeled by fixed cue words and whether they contain numeric-looking values. Candidates are not confirmed guidance, may include false positives, and are not compared with actual results. Includes extraction warnings and a not-financial-advice disclaimer.

Verbatim candidate sentences, filing references, cue labels, numeric-value indicators, and extraction warnings.

Who it helps

Analysts collecting forward-looking statements for manual review against later results.

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.
limit required	Maximum guidance candidate excerpts to return Default: 20.

Example request

Find possible annual guidance statements in Microsoft's latest 10-K MD&A.

{
  "ticker": "MSFT",
  "formType": "10-K",
  "limit": 20
}

What to expect

Verbatim candidate sentences, filing references, cue labels, numeric-value indicators, and extraction warnings.

Important limits

Candidates can be false positives and are not confirmed guidance. This tool does not compare statements with actual results; use compare_guidance_to_actuals for its narrower annual-revenue case.

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.

management_guidance_tracker