financial-research

Financial Research

Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.

When to use

• User asks for a company's financials: "revenue of NVIDIA", "Apple's latest 10-K"
• User asks for analyst sentiment: "what are analysts saying about TSLA?"
• User provides a ticker with no clear verb: "MSFT" → assume they want a financial overview
• User wants an earnings summary before or after a release

Do NOT use for private company research, crypto, or macro/market commentary — deep-research handles those better.

Strategy

1. Resolve the ticker.

   • User gave a ticker: use it directly.
   • User gave a company name: search "<company> stock ticker" and confirm from the top result.

2. Get the latest SEC filing.

   • Use the sec.gov playbook to locate the most recent 10-K (annual) or 10-Q (quarterly).
   • Scrape the filing index page, then the primary filing document.
   • Extract: revenue, net income, operating income, EPS (basic and diluted), gross margin, forward guidance if given.

3. Get analyst consensus.

   • Use the finance.yahoo.com playbook for the analyst tab.
   • Extract: consensus rating, average / low / high price target, number of analysts covering.

4. Cross-reference.

   • If the user asked for a specific metric, verify it against at least two sources.
   • Flag discrepancies between the filing and third-party aggregators.

5. Call formatOutput with the structured result.

Quick start

// Full financial overview
await agent.run({
  prompt: 'Get a complete financial overview of NVIDIA',
  skills: ['financial-research'],
  format: 'json'

Output schema

Tips

• SEC EDGAR is the source of truth for the numbers. Yahoo and aggregators can lag or be wrong. If a number in the 10-K disagrees with Yahoo, trust EDGAR.
• Watch the fiscal calendar. NVIDIA, Apple, and others don't use calendar quarters — always capture the exact fiscalPeriod the numbers apply to.
• Units matter. SEC filings report in millions or thousands with a table-header note. Capture financials.unit so downstream consumers don't multiply by the wrong power of 10.
• Don't fabricate analyst data. If Yahoo's analyst page 404s or loads empty, set analyst.rating to null and note it in sources. Never guess.
• For earnings-release watches, include filing.filedDate so users can see if they're looking at yesterday's filing or last quarter's.

See also

• deep-research — for qualitative research (moats, macro, competitive dynamics)
• structured-extraction — lower-level helper for custom financial schemas
• competitor-analysis — when comparing multiple public companies head-to-head