What it does
Compare SEC-reported total assets with total liabilities plus total equity for exact matching annual or quarterly period ends. Returns the arithmetic residual, source tags, filing accessions and missing components. A residual is a review signal, not proof of an accounting error or financial advice.
Period-by-period source values, XBRL tags, filing accessions, missing components, and the residual when the values can be compared.
Who it helps
Reviewers checking arithmetic consistency in mapped balance-sheet observations.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| ticker required | US ticker symbol |
| period required | ZodDefault Default: annual. |
| limit required | Number of observations per balance-sheet line item. Default: 8. |
Example request
Reconcile Apple's last five annual balance-sheet periods using assets, liabilities, and equity.
{
"ticker": "AAPL",
"period": "annual",
"limit": 5
}What to expect
Period-by-period source values, XBRL tags, filing accessions, missing components, and the residual when the values can be compared.
Important limits
The calculation is a review signal, not proof of an accounting error. Mapping, taxonomy, rounding, and unavailable source components can affect the residual.
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.