Fetch Financial Reports

Fetch and parse SEC financial filings for US-listed companies.

When to Use

• User asks for annual report → 10-K
• User asks for quarterly report → 10-Q
• User mentions a stock ticker and wants financial data

Workflow

Step 1: Validate User Input

Required inputs:

• ticker - Stock symbol (e.g., AAPL, MSFT, BABA)
• report_type - Annual (10-K) or Quarterly (10-Q)

If either is missing, ask the user:

"To fetch the financial report, I need:

• Ticker: Which company? (e.g., AAPL, TSLA)
• Report Type: Annual (10-K) or Quarterly (10-Q)?"

Step 2: Execute Fetch

python fetch_xbrl.py <TICKER> -f <FORM> -o <WORKSPACE_ROOT>/financial_statements

Report Type	US Companies	Foreign Issuers (ADR)
Annual	10-K	20-F
Quarterly	10-Q	6-K

Step 3: Present Results

After successful fetch, present a user-friendly summary:

## <COMPANY_NAME> (<TICKER>) - <REPORT_TYPE> Report

### Key Highlights
- **Revenue**: $XXX billion (YoY: +X%)
- **Net Income**: $XXX billion
- **EPS**: $X.XX
- **Filing Date**: YYYY-MM-DD

### Financial Statements Available
- Income Statement
- Balance Sheet  
- Cash Flow Statement

📁 Full data saved to: `financial_statements/<TICKER>/<DATE>/`

Step 4: Offer Next Actions

Always conclude with actionable options:

What would you like to do next?

1. Deep Analysis - Analyze trends, ratios, and YoY comparisons
2. Write Blog Post - Draft a financial news article based on this report
3. Download PDF - Get the original SEC filing document

Technical Details

Output Location

financial_statements/<TICKER>/<FILING_DATE>/

Always use absolute path with -o flag: workspace_root + /financial_statements

Output Files

Primary (XBRL available):

• <FORM>_income_statement.txt
• <FORM>_balance_sheet.txt
• <FORM>_cash_flow_statement.txt
• <TICKER>_<FORM>_<DATE>.md - Consolidated report

Fallback (Entity Facts):

• <TICKER>_income_statement.txt
• <TICKER>_balance_sheet.txt
• <TICKER>_cash_flow_statement.txt
• <TICKER>_fallback_<DATE>.md - Consolidated report