stocks tool
Publicstocks_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
| Name | Type | Required | Default | Description |
|---|---|---|---|---|
| query | string | Yes | — | Full-text phrase/keyword searched across EDGAR filing documents (2001→present, all filers). Quote for exact phrase ('"substantial doubt"'); plain terms are OR-matched. |
| forms | array<string> | null | No | null | EDGAR form types to restrict to, e.g. ['10-K']; matches amendments too ('10-K/A' comes back for '10-K'). |
| filed_from | string (date) | null | No | null | Earliest filing date to include, inclusive (YYYY-MM-DD). |
| filed_to | string (date) | null | No | null | Latest filing date to include, inclusive (YYYY-MM-DD). |
| ticker_or_cik | string | null | No | null | Restrict to one filer: exact ticker or numeric CIK. Tickers must resolve locally; any EDGAR CIK works even if we never ingested it. |
| limit | integer | No | 10 | Document hits to return per page (1-50). |
| cursor | string | null | No | null | Opaque pagination cursor from a previous response's `pagination.next_cursor`; omit for the first relevance page. |
Provenance
Sources
- sec_edgar_ftsU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: stocks_filing_search