Tools / SEC Filings / Use Cases / Analyze Financial Disclosures

Analyze Financial Disclosures

Extract structured financial facts and company metrics from SEC filings using XBRL data for quantitative analysis.

Tool
SEC Filings icon
SEC Filings

SEC filings contain structured financial data tagged with XBRL (eXtensible Business Reporting Language), making it possible to extract specific financial metrics programmatically. Revenue, net income, total assets, share counts, earnings per share, and hundreds of other data points are available as machine-readable facts rather than buried in PDF tables.

The financial_facts skill extracts these structured data points, while company_info provides the context about the company needed to interpret them. Together they turn SEC filings from documents you read into datasets you analyze. This enables quantitative comparisons across companies, automated screening based on financial criteria, and rapid extraction of specific metrics.

This is the foundation for quantitative equity research, financial modeling, algorithmic screening, and regulatory analysis. Anyone who needs specific financial numbers from public company filings -- without manually reading and transcribing from reports -- benefits from structured financial fact extraction.

Agent Guides

Claude

  1. Connect ToolRouter: claude mcp add toolrouter -- npx -y toolrouter-mcp
  2. Ask Claude: "Get financial facts for Apple -- revenue, net income, and total assets using sec-filings"
  3. Claude extracts the structured financial data from EDGAR
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ChatGPT

  1. Configure ToolRouter in ChatGPT
  2. Ask: "Get financial facts for Nvidia -- revenue and earnings data"
  3. ChatGPT extracts the structured financial data
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Copilot

  1. Add ToolRouter to Copilot MCP config
  2. In Copilot Chat: "Get financial facts for AAPL -- revenue and net income"
  3. Copilot returns the structured financial data
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OpenClaw

  1. Connect ToolRouter: openclaw mcp add toolrouter -- npx -y toolrouter-mcp
  2. Ask OpenClaw: "Get financial facts for Amazon"
  3. OpenClaw extracts structured financial metrics from EDGAR
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