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financial-research

✓ Official★ 1,100

by firecrawl · part of firecrawl/web-agent

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.

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#calendar#scraping#git#finance
🧩 One of 6 skills in the firecrawl/web-agent package — works on its own, and pairs well with its siblings.

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.

Inspect the full instructions your agent will receiveExpand

This is the exact playbook injected into your agent when the skill activates — shown here so you can audit it before installing. You don't need to read it to use the skill.

by firecrawl

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only. npx skills add https://github.com/firecrawl/firecrawl-agent --skill financial-research Download ZIPGitHub1.1k

Financial Research

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.

When to use

  • User asks for a company's financials: "revenue of NVIDIA", "Apple's latest 10-K"

  • User asks for analyst sentiment: "what are analysts saying about TSLA?"

  • User provides a ticker with no clear verb: "MSFT" → assume they want a financial overview

  • User wants an earnings summary before or after a release

Do NOT use for private company research, crypto, or macro/market commentary — deep-research handles those better.

Strategy

Resolve the ticker.

  • User gave a ticker: use it directly.

  • User gave a company name: search "<company> stock ticker" and confirm from the top result.

Get the latest SEC filing.

  • Use the sec.gov playbook to locate the most recent 10-K (annual) or 10-Q (quarterly).

  • Scrape the filing index page, then the primary filing document.

  • Extract: revenue, net income, operating income, EPS (basic and diluted), gross margin, forward guidance if given.

Get analyst consensus.

  • Use the finance.yahoo.com playbook for the analyst tab.

  • Extract: consensus rating, average / low / high price target, number of analysts covering.

Cross-reference.

  • If the user asked for a specific metric, verify it against at least two sources.

  • Flag discrepancies between the filing and third-party aggregators.

Call formatOutput with the structured result.

Output schema

Copy & paste — that's it
{
 "ticker": "NVDA",
 "company": "NVIDIA Corporation",
 "fiscalPeriod": "FY2026 Q4 ended 2026-01-26",
 "filing": {
 "type": "10-K",
 "url": "https://www.sec.gov/...",
 "filedDate": "2026-02-21"
 },
 "financials": {
 "revenue": null,
 "netIncome": null,
 "operatingIncome": null,
 "epsBasic": null,
 "epsDiluted": null,
 "grossMargin": null,
 "unit": "USD millions"
 },
 "guidance": "",
 "analyst": {
 "rating": "Strong Buy",
 "priceTarget": { "average": null, "low": null, "high": null },
 "numAnalysts": null,
 "sourceUrl": ""
 },
 "sources": []
}

Tips

  • SEC EDGAR is the source of truth for the numbers. Yahoo and aggregators can lag or be wrong. If a number in the 10-K disagrees with Yahoo, trust EDGAR.

  • Watch the fiscal calendar. NVIDIA, Apple, and others don't use calendar quarters — always capture the exact fiscalPeriod the numbers apply to.

  • Units matter. SEC filings report in millions or thousands with a table-header note. Capture financials.unit so downstream consumers don't multiply by the wrong power of 10.

  • Don't fabricate analyst data. If Yahoo's analyst page 404s or loads empty, set analyst.rating to null and note it in sources. Never guess.

  • For earnings-release watches, include filing.filedDate so users can see if they're looking at yesterday's filing or last quarter's.

See also