「filings」の検索結果

Searches and retrieves documents from free public sources using automated browser navigation. Use when research needs primary source documents like court filings, government reports, or public records.

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Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.

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Designs multiscale chunking for RAG by embedding small units for retrieval precision and returning larger context for synthesis. Use when fixed-size chunks either lose surrounding context or dilute relevance in long documents, manuals, filings, or codebases. Covers sentence-window and parent-child or auto-merging strategies, base chunk sizing, and evaluation. Do not use when a single chunk scale already meets retrieval and generation needs.

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Public records requests under Brazil's Access to Information Law (LAI). Use for Fala.BR filings, e-SIC, and CGU/CMRI appeals.

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Get insider trading activity (SEC Form 4 filings) for one or more stocks. Use when user asks about insider buying/selling, executive transactions, insider sentiment, or Form 4 activity.

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Look up NYC DOB permits and new-building, alteration, or demolition job filings. Use for filed or permitted work and renovation history; use nyc-dob-violations for violations.

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Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.

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Financial trading CLIs — spot and perp trading on Hyperliquid, Binance, Coinbase, OKX. Prediction markets on Polymarket. Deposit and withdraw across chains. LLM-enriched price quotes with trend analysis. News and SEC filings. Historical backtesting with forward PnL analysis. Use when: user asks about stock/crypto prices, wants to trade, deposit, withdraw, check portfolio, or backtest a strategy.

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Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

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Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

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Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

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Institutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, and company profiles for 1,146+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not asserted: 97.5% saved against a sequential read, and the page map itself is 10.0% of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a full Excel/PPT generation pipeline with 3-tier office backend support, and the spec-046 governance layer (constitution, thesis and single-skill modes, mechanical gates, and a template-owned disclaimer on generated reports).

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SEC filings, company news, federal contracts, and company profiles. 4 tools for competitive intelligence.

日本語の概要は準備中です。原文の説明を表示しています。

Check product and brand names for conflicts across trademarks, domains, social handles, and package registries. Returns a risk level and Proceed/Modify/Abandon verdict. Don't use for name brainstorming, logo design, or trademark filings.

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Prepare a regulatory filing, disclosure notice, or government submission. Use when asked to "prepare a regulatory filing", "handle a state registration", or "draft a government disclosure".

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Draft DMCA takedown notice or counter-notice. Use when asked to "file a DMCA takedown", "respond to a DMCA notice", or "draft a counter-notice".

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Latest news articles, regulatory filings, community discussion topics for listed stocks, and SEC EDGAR filing analysis (10-K/10-Q/8-K/proxy/Form 4) via Longbridge. Triggers: "新闻", "公告", "资讯", "话题", "社区讨论", "SEC", "10-K", "10-Q", "8-K", "Form 4", "新聞", "公告", "資訊", "話題", "社區討論", "news", "filing", "announcement", "topic", "community", "SEC filing", "annual report", "quarterly report", "proxy", "insider filing", "regulatory rules", "监管规则", "涨跌停", "漲跌停", "T+1", "PDT rule", "熔断", "熔斷", "circuit breaker", "margin rules", "保证金", "保證金", "監管規則"

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Coordinates regulatory and compliance information requests from institutional LPs including FOIA, regulatory filings, and audit support. Use when responding to compliance requests, managing FOIA inquiries, or supporting LP audit processes.

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Structures S-1/F-1 prospectus content with business description, risk factors, MD&A, and financial presentation requirements. Use when preparing IPO prospectuses, drafting SEC filings, or structuring offering documents.

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Evaluates competition law exposure with market definition, HHI analysis, and remedy estimation for proposed transactions. Use when assessing merger clearance risk, analyzing market concentration, or preparing HSR filings.

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Find out whether a chemical series is already claimed, using SureChEMBL's patent-extracted compound corpus and, where a key is available, PatentsView for legal status and assignee history. Use this skill to trace a structure to the patent documents that disclose it, survey an assignee's filings around a target, and understand what the freedom-to-operate question requires that a structure search cannot answer. Also trigger on SureChEMBL, patent chemistry, Markush structure, freedom to operate, composition of matter, assignee, priority date, patent family, or PatentsView.

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Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.

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Drafts certificates of service (proofs of service) for court filings. Use when a filing must be accompanied by proof that copies were served on all parties or counsel. Covers FRCP Rule 5, state equivalents, ECF/e-service, U.S. mail, hand delivery, and overnight courier methods.

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Extracts structured data from large sets of legal documents into tabular format for review, analysis, and reporting. Processes contracts, agreements, correspondence, filings, and other legal documents in bulk — extracting key terms, dates, parties, obligations, risks, and custom fields into organized tables. Use when conducting due diligence document review, bulk contract extraction, compliance audits across document sets, lease portfolio analysis, employment agreement review, regulatory filing review, or any task requiring structured extraction from multiple documents. Trigger keywords: tabular review, bulk extraction, document review table, data room review, batch document analysis, contract extraction, portfolio review, structured extraction, document comparison table.

日本語の概要は準備中です。原文の説明を表示しています。