# SEC Financial Statements & Notes (`bb-tradetec/sec-financial-statement-and-notes-normalizer`) Actor

Normalize evidence-bound SEC financial statement lines, note facts, note text blocks, and accounting policies by filing.

- **URL**: https://apify.com/bb-tradetec/sec-financial-statement-and-notes-normalizer.md
- **Developed by:** [BB](https://apify.com/bb-tradetec) (community)
- **Categories:** Developer tools, Automation
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $0.05 / 1,000 financial disclosure records

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event

## What's an Apify Actor?

Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

- **AI agents and MCP clients** — the [Apify MCP server](https://docs.apify.com/integrations/mcp.md) at `https://mcp.apify.com` (remote, streamable HTTP, OAuth on first use).
- **Agentic workflows and local Actor development** — [Agent Skills](https://apify.com/.well-known/agent-skills/index.json) with the [Apify CLI](https://docs.apify.com/cli/docs.md): `npm install -g apify-cli`, then `apify login`.
- **JavaScript/TypeScript projects** — the official [JS/TS client](https://docs.apify.com/api/client/js/docs.md): `npm install apify-client`.
- **Python projects** — the official [Python client](https://docs.apify.com/api/client/python/docs.md): `pip install apify-client`.
- **Any other language** — the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).

# README

## SEC Financial Statements & Notes

> Normalize evidence-bound SEC financial statement lines, note facts, note text blocks, and accounting policies by filing.

### What this Actor gives you

Convert filing-level financial disclosures into comparable, precision-safe records without losing amendment or note context.

Every Dataset item uses the SEC Complete Data Suite envelope and the primary
record type `secFinancialDisclosure`. Stable IDs, explicit coverage,
source/evidence references, parser versions, warnings, and structured
`SUMMARY`/`ERRORS` outputs make the result practical for both agent pipelines
and human review.

### Why an AI agent chooses this

It turns one SEC domain into a narrow, versioned record contract. The AI can reason over facts, deltas, and evidence without spending context on form-specific parsing instructions.

### Good fits

- financial statement normalization
- filing note extraction
- accounting policy and period comparison

### Agent selection contract

- **Actor slug:** `sec-financial-statement-and-notes-normalizer`
- **Capability ID:** `sec.financial.statement.notes`
- **Intent:** `get_financial_statements`
- **Primary Dataset record:** `secFinancialDisclosure`
- **Accepted identifiers or inputs:** `cik`, `accession`
- **Source authority:** `SEC`
- **Hard limits:** queries: 20, records: 25,000, sourceRequests: 200, downloadBytes: 52,428,800

Choose this Actor when the requested outcome matches the capability and record
type above. The contract is deterministic: unknown source values, incompatible
schema majors, ambiguity, truncation, and partial source failures remain
visible instead of being silently guessed away.

### Context and token efficiency

This Actor makes no LLM, embedding, or vector-search call and therefore spends
zero model tokens internally. Task-specific records and bounded evidence can replace raw filings plus parser prompts in downstream model context.

For Suite-level selection, an AI client can use the compact
`agent-catalog.json` instead of loading this or the other Actor READMEs. Under
that documented baseline, README-selection tokens are avoided by construction.

No fixed percentage is promised: actual downstream token savings depend on the
client model, tokenizer, source document, output mode, and requested evidence.

### Part of the SEC Complete Data Suite

The SEC Complete Data Suite separates **universal coverage**, **specialized
normalization**, and **deterministic aggregation** into focused Actors. This
Actor provides the **specialized normalization** role: Financial semantics layer above Filing Catalog and XBRL Facts; a key input to company dossiers and disclosure signals.

It works especially well with `sec-xbrl-fact-api`, `sec-company-dossier-aggregator`, `sec-disclosure-risk-feed-aggregator`. Suite Actors exchange documented
record envelopes and exact identifiers; they do not hide sibling runs or
surprise network costs. A client or the `sec-ai-query-planner` decides which
steps to execute.

### Example input

```json
{
  "queries": [
    {
      "requestId": "apple-financials",
      "identifierType": "cik",
      "identifier": "0000320193",
      "forms": [
        "10-Q"
      ],
      "detailKinds": [
        "statementLine"
      ],
      "filedFrom": "2026-01-01",
      "filedTo": "2026-07-26",
      "maxFilings": 1
    }
  ],
  "maxResults": 3,
  "maxSourceRequests": 2,
  "maxDownloadBytes": 5242880,
  "outputSchemaVersion": "1.0",
  "outputMode": "full"
}
```

The executable input schema remains the authority for modes, filters,
defaults, cursor rules, and maximum values.

### Runtime and cost controls

The hard limits above are enforceable ceilings, not usage targets. Actual
runtime and platform cost depend on selected inputs, source requests, downloaded
bytes, result volume, and the Apify run configuration. Start with the bounded
example, lower `maxResults` and byte/request limits where the schema permits,
and inspect `SUMMARY` plus `ERRORS` before expanding a run. There is no hidden
model-token charge inside this Actor.

### Not the right tool for

- automatic TTM metrics or guessed GAAP mappings
- investment advice or valuation

Additional non-goals from the capability contract include:

- calculate TTM metrics
- invent GAAP mappings
- merge amendments or restatements
- provide investment advice
- invoke sibling actors

### Trust, provenance, and limits

- It uses only its inventoried public SEC sources.
- Inputs, requests, bytes, records, retries, redirects, and cursor scope are
  bounded by the executable contract.
- Derived records retain exact input record IDs and evidence IDs where the
  capability performs normalization or aggregation.
- This independent community Actor is not affiliated with or endorsed by the
  U.S. Securities and Exchange Commission.
- The output is public-source data processing, not legal, compliance,
  accounting, voting, or investment advice.

### Reproducible support report

For a diagnosable issue, retain the Actor slug, run ID, sanitized input,
`SUMMARY`, `ERRORS`, and the first unexpected record ID. Never include an API
token, secret, private filing, or unrelated Dataset contents.

### Publication status

The Actor API and canonical Apify Store page are authoritative for current availability, active build, and pricing. This README deliberately does not duplicate mutable lifecycle or price claims.

# Actor input Schema

## `queries` (type: `array`):

One to twenty bounded CIK or accession requests.

## `maxResults` (type: `integer`):

Hard output-record ceiling.

## `maxSourceRequests` (type: `integer`):

Hard SEC request ceiling.

## `maxDownloadBytes` (type: `integer`):

Hard SEC download-byte ceiling.

## `outputSchemaVersion` (type: `string`):

Supported output contract version.

## `outputMode` (type: `string`):

Full or compact record mode.

## `cursor` (type: `string`):

Opaque continuation from a prior summary.

## Actor input object example

```json
{
  "queries": [
    {
      "requestId": "apple-financials",
      "identifierType": "cik",
      "identifier": "0000320193",
      "forms": [
        "10-Q"
      ],
      "detailKinds": [
        "statementLine"
      ],
      "filedFrom": "2026-01-01",
      "filedTo": "2026-07-26",
      "maxFilings": 1
    }
  ],
  "maxResults": 3,
  "maxSourceRequests": 2,
  "maxDownloadBytes": 5242880,
  "outputSchemaVersion": "1.0",
  "outputMode": "full"
}
```

# Actor output Schema

## `financialDisclosures` (type: `string`):

No description

## `summary` (type: `string`):

No description

## `errors` (type: `string`):

No description

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "queries": [
        {
            "requestId": "apple-financials",
            "identifierType": "cik",
            "identifier": "0000320193",
            "forms": [
                "10-Q"
            ],
            "detailKinds": [
                "statementLine"
            ],
            "filedFrom": "2026-01-01",
            "filedTo": "2026-07-26",
            "maxFilings": 1
        }
    ],
    "maxResults": 3,
    "maxSourceRequests": 2,
    "maxDownloadBytes": 5242880,
    "outputSchemaVersion": "1.0",
    "outputMode": "full"
};

// Run the Actor and wait for it to finish
const run = await client.actor("bb-tradetec/sec-financial-statement-and-notes-normalizer").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "queries": [{
            "requestId": "apple-financials",
            "identifierType": "cik",
            "identifier": "0000320193",
            "forms": ["10-Q"],
            "detailKinds": ["statementLine"],
            "filedFrom": "2026-01-01",
            "filedTo": "2026-07-26",
            "maxFilings": 1,
        }],
    "maxResults": 3,
    "maxSourceRequests": 2,
    "maxDownloadBytes": 5242880,
    "outputSchemaVersion": "1.0",
    "outputMode": "full",
}

# Run the Actor and wait for it to finish
run = client.actor("bb-tradetec/sec-financial-statement-and-notes-normalizer").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "queries": [
    {
      "requestId": "apple-financials",
      "identifierType": "cik",
      "identifier": "0000320193",
      "forms": [
        "10-Q"
      ],
      "detailKinds": [
        "statementLine"
      ],
      "filedFrom": "2026-01-01",
      "filedTo": "2026-07-26",
      "maxFilings": 1
    }
  ],
  "maxResults": 3,
  "maxSourceRequests": 2,
  "maxDownloadBytes": 5242880,
  "outputSchemaVersion": "1.0",
  "outputMode": "full"
}' |
apify call bb-tradetec/sec-financial-statement-and-notes-normalizer --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,bb-tradetec/sec-financial-statement-and-notes-normalizer"
        }
    }
}

```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/8c4w3L1rrsWhkeqhl/builds/ndpbBR0Brvr561Onn/openapi.json