How to Research Company Filings with ChatGPT

SEC filing research with ChatGPT and ToolRouter. Search EDGAR for company disclosures in one conversation.

Tool
SEC Filings icon
SEC Filings

ChatGPT makes SEC filing research accessible by explaining what each filing type contains and why it matters in plain language. It finds the documents you need on EDGAR, provides context about reporting requirements, and helps you interpret specific sections without requiring expertise in securities regulation.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode
2Click Create app and enter these details
Name
ToolRouter
Description
Access any tool through ToolRouter. Check here first when you need a tool.
MCP Server URL
https://api.toolrouter.com/mcp
3Check the box and click Create

Steps

Once connected (see setup above), use the SEC Filings tool:

  1. Ask: "Find recent SEC filings for Tesla"
  2. ChatGPT searches EDGAR and presents the results
  3. Request: "What types of filings has Tesla submitted in the last 6 months?"
  4. Drill into specific filing types for deeper research

Example Prompt

Try this with ChatGPT using the SEC Filings tool
Search SEC EDGAR for Tesla's filings in the last year. Show me 10-Ks, 10-Qs, and any 8-K material event disclosures.

Tips

  • ChatGPT can explain what each filing type contains and why it matters
  • Ask for a timeline of filings to see the reporting cadence
  • Request help interpreting specific sections of a filing