Fetch Financial Reports

Fetch and parse SEC financial filings for US-listed companies.

When to Use

User asks for annual report → 10-K
User asks for quarterly report → 10-Q
User mentions a stock ticker and wants financial data

Workflow

Step 1: Validate User Input

Required inputs:

ticker - Stock symbol (e.g., AAPL, MSFT, BABA)
report_type - Annual (10-K) or Quarterly (10-Q)

If either is missing, ask the user:

"To fetch the financial report, I need:

Ticker: Which company? (e.g., AAPL, TSLA)

Report Type: Annual (10-K) or Quarterly (10-Q)?"

Step 2: Execute Fetch

python fetch_xbrl.py <TICKER> -f <FORM> -o <WORKSPACE_ROOT>/financial_statements

| Report Type | US Companies | Foreign Issuers (ADR) | |-------------|--------------|----------------------| | Annual | 10-K | 20-F | | Quarterly | 10-Q | 6-K |

Step 3: Present Results

After successful fetch, present a user-friendly summary:

## <COMPANY_NAME> (<TICKER>) - <REPORT_TYPE> Report

### Key Highlights
- **Revenue**: $XXX billion (YoY: +X%)
- **Net Income**: $XXX billion
- **EPS**: $X.XX
- **Filing Date**: YYYY-MM-DD

### Financial Statements Available
- Income Statement
- Balance Sheet  
- Cash Flow Statement

📁 Full data saved to: `financial_statements/<TICKER>/<DATE>/`

Step 4: Offer Next Actions

Always conclude with actionable options:

What would you like to do next?

Deep Analysis - Analyze trends, ratios, and YoY comparisons

Write Blog Post - Draft a financial news article based on this report

Download PDF - Get the original SEC filing document

Technical Details

Output Location

financial_statements/<TICKER>/<FILING_DATE>/

Always use absolute path with -o flag: workspace_root + /financial_statements

Output Files

Primary (XBRL available):

<FORM>_income_statement.txt
<FORM>_balance_sheet.txt
<FORM>_cash_flow_statement.txt
<TICKER>_<FORM>_<DATE>.md - Consolidated report

Fallback (Entity Facts):

<TICKER>_income_statement.txt
<TICKER>_balance_sheet.txt
<TICKER>_cash_flow_statement.txt
<TICKER>_fallback_<DATE>.md - Consolidated report