Beat & Raise SEC Filings

Full-text search across all SEC filing content.

Returns matching filings with relevance-ranked results, highlighted snippets, and facets by form type and year. Use this to find filings mentioning specific topics like "revenue growth", "cybersecurity risk", "stock buyback", etc.

Args: query: Search query (e.g. "revenue growth", "cybersecurity risk factors") form: Filter by SEC form type (e.g. "10-K", "10-Q", "8-K") cik: Filter by company CIK number year: Filter by filing year (e.g. "2025") limit: Results per page (1-100, default 20) page: Page number (0-indexed)

Search for companies by name or ticker symbol.

Returns matching entities with CIK, all known names, and ticker symbols. Use this to find a company's CIK before using other tools.

Args: query: Company name or ticker (e.g. "apple", "AAPL", "Tesla") limit: Max results (1-50, default 10)

Look up a company by CIK to get its name(s) and ticker(s).

Args: cik: Central Index Key (e.g. "0000320193" or "320193")

Query SEC filings by form type, date range, and/or CIK.

Returns deduplicated filing metadata sorted by filing date (newest first), including the content_object which lists all documents in the filing.

Args: form: SEC form type (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR", "S-1") cik: Company CIK (e.g. "0000320193" or "320193") from_date: Start date inclusive (YYYY-MM-DD) to_date: End date inclusive (YYYY-MM-DD) limit: Max results (1-1000, default 100) offset: Pagination offset

Get full filing metadata including the parsed content_object.

The content_object is a JSON array listing every document in the filing with filename, doc_type, description, and whether a markdown version exists.

Args: accession_number: SEC accession number (e.g. "0001140361-26-006577")

Fetch a filing document's content from storage.

Returns the document as markdown (default) or raw HTML. Use this to read the actual text of a 10-K, 8-K, exhibit, or any other filing document.

Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number filename: Document filename from the content_object (e.g. "ef20060722_8k.htm") get_markdown: Return markdown version (default True). Set False for raw HTML.

List every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.).

Returns one entry per <Report> in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (income, balance sheet, cash flow, comprehensive income, equity), notes, and detail breakdowns. Each entry includes the filename you'd pass to get_document, plus a canonical type (xbrl_role_normalized) so you can find e.g. the income statement across different filers regardless of how they ordered their R-files.

Get parsed 13F-HR institutional holdings for a filer.

Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority. Data is extracted from the 13F information table XML.

Args: cik: CIK of the 13F filer / institutional investor (e.g. "1535950") period: Get holdings as of this date (YYYY-MM-DD). Returns the most recent 13F filed on or before this date. limit: Max holdings per page (1-5000, default 500) offset: Pagination offset

Get parsed Form 4 insider transactions for a company.

Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted from the Form 4 XML.

Transaction codes: P=Purchase, S=Sale, A=Award, M=Exercise, G=Gift, F=Tax

Args: cik: Issuer CIK — the company whose insiders are trading (e.g. "320193" for Apple) from_date: Start date (YYYY-MM-DD) to_date: End date (YYYY-MM-DD) limit: Max filings to process (1-100, default 20) offset: Pagination offset

Extract structured financial statements from a 10-K or 10-Q filing.

Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL R-files.

To use this tool, first find a 10-K or 10-Q accession number using get_filings, then pass it here.

Args: cik: Company CIK (e.g. "0000320193") accession_number: Accession number of a 10-K or 10-Q filing

Search within a filing's documents for specific terms. Returns matching lines with context.

If filename is omitted, automatically searches the primary documents (sequence 1 and 2) from the filing. If filename is provided, searches only that specific file.

Workflow:

1. Use get_filings to find the accession number for the filing you want
2. Call this tool with just cik, accession_number, and query — it will search the main documents
3. Optionally use get_filing_detail to see all files, then search a specific one by filename