Stocks tool

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stocks_get_expected_report

Estimate when one company will next file a periodic report (10-K/10-Q/20-F).

Description

Estimate when one company will next file a periodic report (10-K/10-Q/20-F).

Use this for "when does this company report next?" after resolving a company, and stocks_search_expected_reports for "who reports in the next week?" across the universe. Use stocks_get_sec_filings instead for what a company has already filed.

This is an estimate, not a schedule. Companies announce their actual reporting dates in press releases and IR calendars, which this platform does not ingest — nothing here is a confirmed or announced date. The estimate is derived purely from the company's own SEC filing history, and every estimate says so: data.estimate.basis is always "derived-from-filing-cadence" and basis_lag is always "median". Treat the result as a planning hint and confirm against the company's investor-relations announcement before relying on a date.

How it is derived: the periodic forms are 10-K, 10-Q, and 20-F (amendments excluded). cadence is read off the company's own recent form mix — quarterly if it files 10-Qs, annual for an annual-only filer such as a 20-F foreign private issuer — and expected_period_end is one quarter (or one year) after the last period_of_report. expected_filing_window is that period end plus the median lag from period end to filed date over the company's own last 8 periodic filings, widened to the observed min_lag_days/max_lag_days spread and clamped to at least 3 and at most 30 days on each side. observations is how many filings the statistics ran over, and last_filed is the filing the whole estimate is anchored on (form, period, filed date, accession).

Two honest non-answers, both ordinary successes rather than errors: data.estimate is null with a data.reason when the company has fewer than 2 periodic filings on record (no cadence and no lag can be derived); and a filer that appears to have stopped — over 400 days since its last periodic filing for a quarterly filer, 730 for an annual one — still gets the full derivation but with estimate.stale: true and a reason saying so. Stale filers are excluded from stocks_search_expected_reports.

meta.source is "sec-edgar-submissions" (public-domain SEC filing metadata) and meta.as_of is when those filing rows were last ingested. pagination is null — this is a single company's answer.

Errors carry a machine code: unknown_entity for a symbol or CIK we hold no company for.

Example: stocks_get_expected_report(ticker_or_cik="AAPL").

Parameters

Input schema advertised to MCP clients and mirrored by the REST query string.

NameTypeRequiredDefaultConstraintsDescription
ticker_or_cikstringYesThe company: a ticker symbol (AAPL, BRK.B) or a CIK (320193 or 0000320193).

Provenance

Sources behind every value this tool returns.

Dataset registry: stocks_filings