# SEC EDGAR Filings — Clean Markdown + Diffs (`lizaraco/sec-filings-to-markdown`) Actor

Search SEC EDGAR, convert 10-K/10-Q/8-K filings to clean sectioned markdown for LLMs and agents, and diff risk factors year-over-year. Official SEC APIs.

- **URL**: https://apify.com/lizaraco/sec-filings-to-markdown.md
- **Developed by:** [Shawn Downs](https://apify.com/lizaraco) (community)
- **Categories:** AI, Automation, Agents
- **Stats:** 2 total users, 1 monthly users, 84.2% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $20.00 / 1,000 filing to markdowns

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 a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
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.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js/docs.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python/docs.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/integrations/mcp.md).

If your project is in a different language, use 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 EDGAR Filings — Clean Markdown + Diffs

Search SEC EDGAR, convert filings (10-K, 10-Q, 8-K, S-1, …) into **clean, sectioned
markdown** ready for LLMs, RAG pipelines, and AI agents — and **diff two filings section
by section** to see exactly what a company changed year over year. Built on the SEC's
official data APIs (public domain, fair-access compliant), so nothing here breaks when a
website redesigns.

Unofficial tool; not affiliated with the U.S. SEC. Data only — not investment advice.

### Search SEC filings by full text

`mode: "search"` runs EDGAR full-text search with form-type and date filters and returns
structured rows: company, CIK, form, filing date, accession number, and a direct document
URL. Feed the URLs to the converter below or into your own pipeline.

### Convert a 10-K to markdown for your LLM

`mode: "filing-md"` with `company` (ticker like `AAPL` or a CIK) fetches the latest
filing(s) and returns clean markdown with inline-XBRL stripped, boilerplate removed, and
an index of detected sections (Item 1A Risk Factors, Item 7 MD&A, …). One call, one
LLM-ready document.

### Diff risk factors year over year

`mode: "diff"` pulls the two most recent filings of a form and compares them **section by
section**: which items were added, removed, or changed, with line counts, a change ratio,
and a unified-diff excerpt. The fastest way to spot new risk language before reading 300
pages — nobody wants to eyeball two 10-Ks side by side.

### Output schema

Search rows: `company, cik, form, filed, accession, doc_url`. Filing rows add
`markdown, sections, char_count`. Diff rows: `section, status
(added/removed/changed/unchanged), lines_added, lines_removed, change_ratio,
diff_excerpt, old_filed, new_filed`.

### Why this actor

- Official SEC endpoints only — stable, legal, fast (no scraping arms race).
- Fair-access compliant client (rate-paced, contact-identified User-Agent — set
  `contactEmail` to yours).
- Sectioned output built for agent consumption; diffs nobody else on the Store offers.
- Errors surface as clear messages, not silent empty datasets.

### Use with AI agents

Works through the Apify MCP server: an agent can search filings, pull one as markdown,
or ask "what changed in this year's risk factors" and get structured JSON back.
Pay-per-event pricing — cents per filing, no subscription.

# Actor input Schema

## `mode` (type: `string`):

What to do.
## `query` (type: `string`):

Full-text search query (search mode), e.g. "artificial intelligence" risk.
## `company` (type: `string`):

Ticker (AAPL) or CIK number — used by filing-md and diff modes.
## `forms` (type: `array`):

e.g. 10-K, 10-Q, 8-K, S-1. Default 10-K.
## `count` (type: `integer`):

filing-md mode: how many latest filings to convert.
## `maxResults` (type: `integer`):

search mode row cap.
## `dateFrom` (type: `string`):

search mode: only filings on/after this date.
## `dateTo` (type: `string`):

search mode: only filings on/before this date.
## `contactEmail` (type: `string`):

SEC requires a contact in the User-Agent of automated clients. Set yours; runs still work with the default.
## `proxyGroups` (type: `array`):

Optional Apify Proxy groups (e.g. RESIDENTIAL) if SEC blocks the default datacenter pool.

## Actor input object example

```json
{
  "mode": "search",
  "query": "\"artificial intelligence\" risk factors",
  "count": 1,
  "maxResults": 50
}
````

# 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 = {
    "query": "\"artificial intelligence\" risk factors"
};

// Run the Actor and wait for it to finish
const run = await client.actor("lizaraco/sec-filings-to-markdown").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 = { "query": "\"artificial intelligence\" risk factors" }

# Run the Actor and wait for it to finish
run = client.actor("lizaraco/sec-filings-to-markdown").call(run_input=run_input)

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

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

```

## CLI example

```bash
echo '{
  "query": "\\"artificial intelligence\\" risk factors"
}' |
apify call lizaraco/sec-filings-to-markdown --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=lizaraco/sec-filings-to-markdown",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "SEC EDGAR Filings — Clean Markdown + Diffs",
        "description": "Search SEC EDGAR, convert 10-K/10-Q/8-K filings to clean sectioned markdown for LLMs and agents, and diff risk factors year-over-year. Official SEC APIs.",
        "version": "0.1",
        "x-build-id": "gm7DnxlYZgBY4wrOK"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/lizaraco~sec-filings-to-markdown/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-lizaraco-sec-filings-to-markdown",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/lizaraco~sec-filings-to-markdown/runs": {
            "post": {
                "operationId": "runs-sync-lizaraco-sec-filings-to-markdown",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/lizaraco~sec-filings-to-markdown/run-sync": {
            "post": {
                "operationId": "run-sync-lizaraco-sec-filings-to-markdown",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "required": [
                    "mode"
                ],
                "properties": {
                    "mode": {
                        "title": "Mode",
                        "enum": [
                            "search",
                            "filing-md",
                            "diff"
                        ],
                        "type": "string",
                        "description": "What to do.",
                        "default": "search"
                    },
                    "query": {
                        "title": "Search query",
                        "type": "string",
                        "description": "Full-text search query (search mode), e.g. \"artificial intelligence\" risk."
                    },
                    "company": {
                        "title": "Company (ticker or CIK)",
                        "type": "string",
                        "description": "Ticker (AAPL) or CIK number — used by filing-md and diff modes."
                    },
                    "forms": {
                        "title": "Form types",
                        "type": "array",
                        "description": "e.g. 10-K, 10-Q, 8-K, S-1. Default 10-K.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "count": {
                        "title": "Number of filings",
                        "minimum": 1,
                        "maximum": 20,
                        "type": "integer",
                        "description": "filing-md mode: how many latest filings to convert.",
                        "default": 1
                    },
                    "maxResults": {
                        "title": "Max search results",
                        "minimum": 1,
                        "maximum": 500,
                        "type": "integer",
                        "description": "search mode row cap.",
                        "default": 50
                    },
                    "dateFrom": {
                        "title": "Filed after (YYYY-MM-DD)",
                        "type": "string",
                        "description": "search mode: only filings on/after this date."
                    },
                    "dateTo": {
                        "title": "Filed before (YYYY-MM-DD)",
                        "type": "string",
                        "description": "search mode: only filings on/before this date."
                    },
                    "contactEmail": {
                        "title": "Your contact email (SEC fair-access)",
                        "type": "string",
                        "description": "SEC requires a contact in the User-Agent of automated clients. Set yours; runs still work with the default."
                    },
                    "proxyGroups": {
                        "title": "Apify Proxy groups",
                        "type": "array",
                        "description": "Optional Apify Proxy groups (e.g. RESIDENTIAL) if SEC blocks the default datacenter pool.",
                        "items": {
                            "type": "string"
                        }
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
