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AGENTIC Data Mining
● Public TOOL sec.fundamentals LAST SYNC 2026-07-17T03:45:04Z

SEC company fundamentals (XBRL)

One wide row per company per fiscal period, with ~15 standardized financial-statement metrics: revenue, cost of revenue, gross profit, operating income, net income, R&D expense, basic/diluted EPS, assets, liabilities, equity, cash, operating cash flow, capex, and shares outstanding. Covers annual (FY) and quarterly (Q1–Q4) periods; restated figures resolve to the latest filing. cik joins to sec.filings.issuer_cik. There is no join to ip.filings or contracts.awards — neither carries a cik or ticker column.

Records

489,659

One row per company per fiscal period

History

2009–2026

2009-01-01 through 2026-06-30

New records

Weekly batch

SEC companyfacts bulk export refresh

Freshness

Weekly

JSON · Public · included in subscription

Live-verified 2026-07-17: 489,659 records synced, 2009-01-01 through 2026-06-30.

Query parameters

tickerstring

Issuer ticker symbol, exact match, e.g. AAPL

cikinteger

SEC Central Index Key, exact match

fiscal_yearinteger

Fiscal year, exact match, e.g. 2023

fiscal_periodstring

FY (annual) or Q1/Q2/Q3/Q4, exact match

min_revenue / max_revenuenumber

Screen the universe by revenue (USD)

min_net_incomenumber

Lower bound on net_income (USD; can be negative)

limitinteger

Max records to return (default 25, max 50)

Rows are ordered most-recent period first, so "AAPL revenue, last 4 quarters" is one call. The full input schema is served by the MCP server at connection time.

Example call

Request · sec.fundamentals
{
  "tool": "sec.fundamentals",
  "params": {
    "ticker": "AAPL",
    "fiscal_period": "Q2",
    "limit": 8
  }
}
Try in playground

Schema

Field Type Description
cikintegerSEC Central Index Key (join key to sec.filings)
ticker / company_namestringTrading symbol and filer entity name
fiscal_year / fiscal_periodinteger / stringFiscal year and period (FY or Q1–Q4)
form / period_end / filedstring / date / dateSource form (10-K/10-Q), fiscal-period end, and filing date
revenue / cost_of_revenue / gross_profitnumberTop-of-statement figures (USD)
operating_income / net_incomenumberOperating and net income/loss (USD, can be negative)
rd_expensenumberResearch & development expense (USD)
eps_basic / eps_dilutednumberEarnings per share (USD/share)
assets / liabilities / equitynumberBalance-sheet totals at period end (USD)
cashnumberCash and equivalents at period end (USD)
operating_cash_flow / capexnumberCash-flow-statement lines — annual grain only; 10-Q values are YTD and omitted at quarterly grain
shares_outstandingnumberShares outstanding as of the filing

Sample record

Sample · sec.fundamentals
{
  "cik": 320193,
  "ticker": "AAPL",
  "company_name": "Apple Inc.",
  "fiscal_year": 2023,
  "fiscal_period": "FY",
  "form": "10-K",
  "period_end": "2023-09-30",
  "filed": "2023-11-03",
  "revenue": 383285000000,
  "gross_profit": 169148000000,
  "operating_income": 114301000000,
  "net_income": 96995000000,
  "eps_diluted": 6.13,
  "assets": 352583000000,
  "liabilities": 290437000000,
  "equity": 62146000000,
  "cash": 29965000000,
  "shares_outstanding": 15550061000
}

Use it for

  • Revenue / earnings / margin time series for any ticker, annual or quarterly
  • Screen the universe by revenue, net income, or balance-sheet size
  • Join fundamentals to insider trades on CIK to see conviction trades against the reporting quarter
● Public Daily

SEC Form 3/4/5 insider transactions

sec.filings

Insider transactions for the same issuers, joined by CIK. Filter by ticker, transaction code, or a minimum trade value.

3.0M records · 2003–present

Included in subscription View dataset
● Public Hourly

SAM.gov awards

contracts.awards

Federal contract awards for the same public companies — no shared join key, but a useful revenue-nowcast pairing against reported quarterly revenue.

28.7M records · 2016–present

Included in subscription View dataset
● Public Daily

USPTO patents

ip.filings

Patent grants by assignee — no shared join key, but useful for pairing R&D expense against filing velocity for the same company.

6.3M records · 2005–present

Included in subscription View dataset