stocks tool

Public

stocks_get_filing_section

Read one 10-K/10-Q section in bounded, lossless text pages.

Description

Read one 10-K/10-Q section in bounded, lossless text pages.

Use this when you know the filer and need the actual text of one filing item, such as Item 1A risk factors or Item 7 MD&A. Use stocks_get_sec_filings for filing metadata and sec.gov links without document text. Use stocks_search_filings for cross-filer full-text discovery when you do not yet know the accession and item to read.

The shared envelope's data identifies the company and filing, echoes the canonical item_code plus its common title, and returns text with its exclusive [char_start, char_end) range, total section_char_count, and document_url. meta carries source: "sec-edgar-archives" and the section extraction timestamp. pagination.limit is the requested character cap.

To page, keep the filing selector, item, and page_chars unchanged and pass pagination.next_cursor as cursor. Concatenating each page's data.text until has_more is false reproduces the stored section exactly; the cursor is opaque and only moves forward.

If the section has not been extracted, this call synchronously attempts the existing on-demand SEC extraction path. Errors carry a machine code: unknown_entity for an unknown ticker/CIK, bad_parameter for invalid addressing, item codes, bounds, mismatched accession/company pairs, or cursors, and out_of_coverage for unindexed/unsupported filings or an extraction that cannot provide the requested item. Coverage errors link to sec.gov so the source can be read directly; text is never fabricated.

Example: stocks_get_filing_section(ticker_or_cik="AAPL", form_type="10-K", item="Item 7", page_chars=10000).

Parameters

Input schema

NameTypeRequiredDefaultDescription
ticker_or_cikstringYesA US public company by exact ticker ('AAPL', 'BRK.B') or SEC CIK ('320193' or zero-padded). The filing must belong to this company.
itemstringYesFiling item to read. Canonical codes include ITEM_1A and PART_I_ITEM_2; friendly forms such as '1A', 'Item 7', and 'Part I Item 2' are normalized.
accession_numberstring | nullNonullExact SEC accession (NNNNNNNNNN-NN-NNNNNN). Pass this OR form_type, never both; use it for a specific filing.
form_typestring | nullNonullSelect the latest indexed filing of this exact form. Supported values are 10-K and 10-Q. Pass this OR accession_number, never both.
page_charsintegerNo10000Maximum characters in this page (1000–25000); paragraph boundaries may make a page shorter. Keep it constant while paging.
cursorstring | nullNonullOpaque forward-only cursor from pagination.next_cursor. Pass it back unchanged with the same filing, item, and page_chars; omit it for the first character page.

Provenance

Sources

Dataset registry: stocks_filing_sections