stocks tool

Public

stocks_search_filings

Search EDGAR filing text live across all filers and return citations.

Description

Search EDGAR filing text live across all filers and return citations.

The result is the shared response envelope. data echoes the applied query/forms/date/CIK filters, total_hits (capped at 10,000 by the SEC search window), total_is_lower_bound, and the bounded hits list; meta holds source: "sec_edgar_fts" and the retrieval as_of; pagination holds limit, has_more, and next_cursor.

Hits are individual documents WITHIN filings: exhibits, XBRL renders, and primary documents score separately. Each hit carries accession_number, the specific form_type, filing date, score, filer CIK/name strings, and sec.gov document_url / index_url for citation. file_description is EDGAR's document description, not a text excerpt — the upstream search response does not include snippets.

Use this when you need to find filings anywhere in EDGAR by text content. Use stocks_get_sec_filings instead when you already know a company and want its filings metadata from our stored EDGAR submissions table.

This is a live proxy over SEC search at call time: upstream failures may surface as upstream_rate_limited (with retry-after) or upstream_stale. Caller errors use bad_parameter; unknown local tickers use unknown_entity. Results page by next_cursor, default 10 / max 50 hits per page, over SEC's 10,000-result window.

Example: stocks_search_filings(query='"substantial doubt"', forms=["10-K"], filed_from="2025-07-01", limit=5).

Parameters

Input schema

NameTypeRequiredDefaultDescription
querystringYesFull-text phrase/keyword searched across EDGAR filing documents (2001→present, all filers). Quote for exact phrase ('"substantial doubt"'); plain terms are OR-matched.
formsarray<string> | nullNonullEDGAR form types to restrict to, e.g. ['10-K']; matches amendments too ('10-K/A' comes back for '10-K').
filed_fromstring (date) | nullNonullEarliest filing date to include, inclusive (YYYY-MM-DD).
filed_tostring (date) | nullNonullLatest filing date to include, inclusive (YYYY-MM-DD).
ticker_or_cikstring | nullNonullRestrict to one filer: exact ticker or numeric CIK. Tickers must resolve locally; any EDGAR CIK works even if we never ingested it.
limitintegerNo10Document hits to return per page (1-50).
cursorstring | nullNonullOpaque pagination cursor from a previous response's `pagination.next_cursor`; omit for the first relevance page.

Provenance

Sources

Dataset registry: stocks_filing_search