Tools / SEC Filings / Use Cases / Research Quarterly Earnings

Research Quarterly Earnings

Access 10-Q quarterly filings and extract financial facts to track earnings performance quarter by quarter.

Quick answer: Use the SEC Filings tool through ToolRouter to research quarterly earnings directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

SEC Filings

Quarterly earnings reports (10-Q filings) provide the most frequent window into a public company's financial performance. Filed within 40-45 days of each quarter end, they contain unaudited financial statements, management commentary, and updates on material business developments. For investors, the quarterly cadence is where trends emerge and inflection points appear.

Using search_filings to locate 10-Q filings and financial_facts to extract specific metrics, you can build a quarterly time series of any financial data point. Revenue growth, margin changes, cash burn rates, and segment performance all become visible when tracked across consecutive quarters.

This is the bread and butter of equity research -- whether you are a professional analyst maintaining a financial model, an individual investor tracking your holdings, or a journalist fact-checking corporate claims. Quarterly data catches problems and opportunities months before they show up in annual reports.

How to research quarterly earnings with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude builds quarterly earnings analysis from raw EDGAR data, extracting financial facts and calculating sequential trends that reveal inflection points. It compares quarter-over-quarter and year-over-year growth, identifies margin patterns, and asks follow-up questions to align the analysis with your specific investment framework.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to research quarterly earnings with Claude

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

Ask Claude: "Find the last 4 quarterly (10-Q) filings for Amazon using sec-filings"
Claude locates the 10-Q filings on EDGAR
Ask: "Extract revenue and operating income for each quarter"
Analyze the quarterly trend and sequential changes

Example prompt for Claude

Try this with Claude using the SEC Filings tool

Find Amazon's last 4 quarterly filings (10-Q). Extract revenue, operating income, and free cash flow for each quarter to show the trend.

Tips for Claude

Claude can calculate quarter-over-quarter and year-over-year growth rates
Ask for sequential trends to catch inflection points early
Compare quarterly metrics across competitors for market share analysis

ChatGPT turns quarterly filing data into earnings insights anyone can follow. It locates 10-Q filings, explains the key numbers in context, highlights whether the company is accelerating or decelerating, and provides a narrative assessment of what the quarterly trajectory suggests about future performance.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

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

How to research quarterly earnings with ChatGPT

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

Ask: "Find Meta's quarterly 10-Q filings for the past year"
ChatGPT retrieves the quarterly reports
Request: "Show me the revenue trend across those quarters"
Get analysis of the earnings trajectory

Example prompt for ChatGPT

Try this with ChatGPT using the SEC Filings tool

Track Meta's quarterly earnings: find the last 4 10-Q filings and show revenue growth and operating margin trends.

Tips for ChatGPT

ChatGPT can explain what quarterly trends mean for the investment thesis
Ask for seasonality analysis if the business has cyclical patterns
Request alerts for metrics that changed significantly quarter over quarter

Copilot helps you build earnings tracking infrastructure from EDGAR data. Fetch 10-Q filings, extract financial facts into time series data structures, and generate quarterly comparison functions and charting components -- creating an automated earnings analysis pipeline right in your development environment.

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

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to research quarterly earnings with Copilot

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

In Copilot Chat: "Find AMZN 10-Q filings for the last year"
Copilot returns the quarterly filing list
Ask: "Extract financial facts as a quarterly time series JSON"
Use the data in your earnings analysis dashboard

Example prompt for Copilot

Try this with Copilot using the SEC Filings tool

Find AMZN 10-Q filings and extract quarterly revenue as a JSON time series with quarter, revenue, and yoy_growth fields.

Tips for Copilot

Build automated quarterly earnings tracking with structured data
Copilot can generate charting components from the quarterly data
Use as training data for earnings prediction models

OpenClaw automates quarterly earnings collection across your coverage universe. Configure it to pull 10-Q filings for tracked tickers each quarter, extract standardized financial metrics, and output comparative datasets showing how each company performed relative to prior periods -- all on autopilot.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to research quarterly earnings with OpenClaw

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

Ask OpenClaw: "Find the last 4 quarterly filings for Netflix"
OpenClaw retrieves the 10-Q filings from EDGAR
Extract key financial metrics for each quarter
Analyze the trend for investment insights

Example prompt for OpenClaw

Try this with OpenClaw using the SEC Filings tool

Research Netflix quarterly earnings: find recent 10-Q filings and extract subscriber growth, revenue, and operating margin data.

Tips for OpenClaw

Focus on metrics most relevant to the company's business model
Ask OpenClaw to flag quarters where metrics diverged from the trend
Track both absolute values and growth rates for a complete picture

Frequently Asked Questions

How do I research quarterly earnings with an AI assistant?

Access 10-Q quarterly filings and extract financial facts to track earnings performance quarter by quarter. 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 4 quarterly (10-Q) filings for Amazon using sec-filings" Claude locates the 10-Q filings on EDGAR

Which AI assistants can research quarterly earnings?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all research quarterly earnings 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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