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
-
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.
-
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.
-
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.
-
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.
-
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',
})
// Specific metric
await agent.run({
prompt: 'What was AAPL revenue in the most recent quarter?',
skills: ['financial-research'],
})
// Earnings preparation for multiple tickers — delegate per-ticker
await agent.run({
prompt: 'Get the latest reported revenue, EPS, and guidance for NVDA, AMD, and INTC',
skills: ['financial-research'],
format: 'json',
})
Output schema
{
"ticker": "NVDA",
"company": "NVIDIA Corporation",
"fiscalPeriod": "FY2026 Q4 ended 2026-01-26",
"filing": {
"type": "10-K",
"url": "https://www.sec.gov/...",
"filedDate": "2026-02-21"
},
"financials": {
"revenue": null,
"netIncome": null,
"operatingIncome": null,
"epsBasic": null,
"epsDiluted": null,
"grossMargin": null,
"unit": "USD millions"
},
"guidance": "",
"analyst": {
"rating": "Strong Buy",
"priceTarget": { "average": null, "low": null, "high": null },
"numAnalysts": null,
"sourceUrl": ""
},
"sources": []
}
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