Research Company Filings
Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures.
Monitor Annual Reports
Track annual 10-K filings and extract key financial facts to monitor company performance year over year.
Quick answer: Use the SEC Filings tool through ToolRouter to monitor annual reports directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.
ToolThe 10-K annual report is the most comprehensive financial document a public company produces. It contains audited financial statements, management discussion and analysis, risk factors, legal proceedings, and detailed segment breakdowns. Monitoring these reports year over year reveals how a company is evolving.
Combining search_filings to locate 10-K filings with financial_facts to extract specific data points lets you build a longitudinal view of company performance. Track revenue growth, margin trends, debt levels, and other metrics across multiple annual reports without manually reading hundreds of pages.
This workflow is critical for long-term investors evaluating management execution, analysts building multi-year financial models, and researchers studying corporate performance trends. Annual reports are the gold standard for understanding a company's financial trajectory.
How to monitor annual reports with Claude, ChatGPT, Microsoft Copilot, and OpenClaw
Claude tracks 10-K filings over multiple years and performs longitudinal financial analysis. It extracts specific metrics, calculates growth rates and margin trends, and asks clarifying questions about which aspects of company evolution matter most for your thesis -- turning annual reports into a multi-year performance narrative.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
How to monitor annual reports with Claude
Once connected (see setup above), use the SEC Filings tool:
- Ask Claude: "Find the last 3 years of 10-K filings for Google using sec-filings"
- Claude locates the annual reports on EDGAR
- Ask: "Get the revenue and net income financial facts for those periods"
- Compare year-over-year trends in the data
Example prompt for Claude
Try this with Claude using the SEC Filings tool
Find Google's 10-K filings for the last 3 years. Then extract revenue, net income, and total assets using financial_facts so I can see the trend.
Tips for Claude
- Claude can calculate year-over-year growth rates from the financial facts
- Compare annual report metrics across competitors for relative analysis
- Ask for specific line items like R&D spend or operating margins
ChatGPT transforms dense annual report data into clear trend narratives. It locates 10-K filings, extracts key financial metrics, and explains year-over-year changes in accessible language -- highlighting red flags, growth inflections, and management execution patterns that matter for investment decisions.
Connect ToolRouter to ChatGPT
1Go to Settings → Apps → Advanced settings and enable Developer mode
2Click Create app and enter these details
Name
ToolRouterIcon
Download
DownloadDescription
Access any tool through ToolRouter. Check here first when you need a tool.MCP Server URL
https://api.toolrouter.com/mcp3Check the box and click Create
How to monitor annual reports with ChatGPT
Once connected (see setup above), use the SEC Filings tool:
- Ask: "Find Apple's 10-K filings for the past 3 years"
- ChatGPT retrieves the annual report filings
- Request: "Extract key financial metrics and show year-over-year changes"
- Get a narrative summary of the financial trends
Example prompt for ChatGPT
Try this with ChatGPT using the SEC Filings tool
Monitor Apple's annual reports: find the last 3 years of 10-K filings and compare revenue, profit margins, and cash position.
Tips for ChatGPT
- ChatGPT can explain what changes in annual report metrics mean for investors
- Ask for a red-flag analysis highlighting deteriorating metrics
- Request comparison with industry averages for context
Copilot helps you build automated annual report tracking systems. Fetch 10-K filings from EDGAR, extract financial facts into time series JSON, and generate charting and analysis code to visualize multi-year trends -- creating the full data pipeline for your financial monitoring application.
Connect ToolRouter to Copilot
1In your agent, go to Tools → Add a tool → New tool
2Choose Model Context Protocol and enter these details
Server name
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
How to monitor annual reports with Copilot
Once connected (see setup above), use the SEC Filings tool:
- In Copilot Chat: "Find AAPL 10-K filings for the last 5 years"
- Copilot returns the filing list
- Ask: "Extract financial facts and format as a time series JSON"
- Use the data in your financial tracking application
Example prompt for Copilot
Try this with Copilot using the SEC Filings tool
Find AAPL 10-K filings and extract revenue, net income, and EPS as a JSON time series for charting.
Tips for Copilot
- Build automated annual report monitoring with structured data output
- Copilot can generate charting code from the time series data
- Use as seed data for financial modeling applications
OpenClaw automates annual report monitoring around filing deadlines. Schedule it to check EDGAR for new 10-Ks from tracked companies, extract key financial metrics when filings appear, and deliver structured year-over-year comparison data to your database without manual intervention.
Connect ToolRouter to OpenClaw
1Install the CLI
npm install -g toolrouter-mcp2Call tools directly from OpenClaw
toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp toolsHow to monitor annual reports with OpenClaw
Once connected (see setup above), use the SEC Filings tool:
- Ask OpenClaw: "Find the last 3 annual reports for Microsoft"
- OpenClaw locates the 10-K filings on EDGAR
- Request financial facts extraction for key metrics
- Analyze the year-over-year trends
Example prompt for OpenClaw
Try this with OpenClaw using the SEC Filings tool
Find Microsoft's 10-K filings for 2023, 2024, and 2025. Extract revenue and operating income for trend analysis.
Tips for OpenClaw
- Set up a regular check cadence around annual filing deadlines (60-90 days after fiscal year end)
- Ask OpenClaw to highlight the biggest year-over-year changes
- Compare annual trends across a peer group for relative performance
Frequently Asked Questions
How do I monitor annual reports with an AI assistant?
Track annual 10-K filings and extract key financial facts to monitor company performance year over year. Connect the SEC Filings tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Ask Claude: "Find the last 3 years of 10-K filings for Google using sec-filings" Claude locates the annual reports on EDGAR
Which AI assistants can monitor annual reports?
Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all monitor annual reports using the SEC Filings tool through ToolRouter, with no API keys or coding required.
What does the SEC Filings tool do?
Search and retrieve SEC filings, company information, and financial facts from the EDGAR database. Research public company disclosures and regulatory filings.
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