What it does
Find and rank companies across all SEC filers for a calendar-year (optionally quarterly) frame, using SEC's XBRL Frames API. Screen by EITHER: - metric: one reported value (revenue, grossProfit, operatingIncome, netIncome, epsBasic, epsDiluted, totalAssets, currentAssets, totalLiabilities, currentLiabilities, longTermDebt, totalEquity, cashAndEquivalents, operatingCashFlow, capex, rdExpense); or - a ratio: a named preset (grossMargin, operatingMargin, netMargin, rdIntensity, capexIntensity, fcfMargin, currentRatio, debtToEquity, returnOnAssets, returnOnEquity, cashToAssets, assetTurnover) or a custom numerator/denominator from the same metric list. Ratio inputs are joined only when all source metrics share the same periodEnd, denominators must be positive, and unusually large ratios carry a dataQualityFlags warning. Revenue uses the preferred tag and two known US-GAAP synonyms; the response lists tags queried and each result reports the tag selected. SEC calendar-year frames can contain an issuer's closest fiscal period rather than one ending December 31, so compare periodEnd (and sourceAccessionNumbers) across results. Ask for a min/max threshold when one is needed rather than guessing.
Ranked company identifiers with values or ratios, period ends, the selected XBRL tags, tags queried, and data-quality flags where needed.
Who it helps
Researchers building a market-wide first-pass screen before selecting peers for deeper review.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| metric required | Screen by one reported metric. Do not combine with ratio/numerator/denominator. |
| ratio required | A named preset ratio |
| numerator required | Custom ratio numerator metric, if not using a preset |
| denominator required | Custom ratio denominator metric, if not using a preset |
| year required | Calendar year for the frame period |
| quarter required | Omit for full fiscal year (duration metrics) or a Q4 year-end snapshot (balance-sheet metrics) |
| min required | Minimum value (metric) or ratio filter |
| max required | Maximum value (metric) or ratio filter |
| sort required | ZodDefault Default: desc. |
| limit required | ZodDefault Default: 20. |
Example request
Screen SEC filers for annual gross margins above 30% in the 2024 frame and sort highest first.
{
"ratio": "grossMargin",
"year": 2024,
"min": 0.3,
"sort": "desc",
"limit": 20
}What to expect
Ranked company identifiers with values or ratios, period ends, the selected XBRL tags, tags queried, and data-quality flags where needed.
Important limits
SEC calendar-year frames may contain an issuer's closest fiscal period, not one ending December 31. Ratio screens need complete, period-aligned inputs and a positive denominator. Check periodEnd, tags, and flags before drawing conclusions.
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.