# SEC EDGAR Intelligence - XBRL Financial Analyzer (`ntriqpro/sec-edgar-intelligence`) Actor Replaces Bloomberg/AlphaSense ($25K-$100K/yr) using FREE SEC EDGAR XBRL data. 4 modes: filing tracker, financial fundamentals, peer benchmarking, insider ownership. Covers all public company filings with structured financial metrics. - **URL**: https://apify.com/ntriqpro/sec-edgar-intelligence.md - **Developed by:** [daehwan kim](https://apify.com/ntriqpro) (community) - **Categories:** AI, Business, Developer tools - **Stats:** 2 total users, 1 monthly users, 87.5% runs succeeded, NaN bookmarks - **User rating**: No ratings yet ## Pricing $50.00 / 1,000 analysis completes 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.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.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/platform/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 Intelligence **Replaces Bloomberg/AlphaSense ($25,000-$100,000/year) using FREE SEC EDGAR data** Comprehensive SEC filing and financial data analysis powered by the SEC EDGAR XBRL API. Access structured financial metrics, filing histories, peer comparisons, and insider transaction data for all US public companies -- the same data used by institutional investors and regulators. ### What It Does This actor analyzes SEC EDGAR data including XBRL-tagged financial statements, company submissions, peer benchmarking frames, and insider ownership filings. All data is freely available from the SEC with no API key required. ### Key Features - **Filing Tracker** - Monitor 10-K, 10-Q, and 8-K filings with direct links to SEC documents - **Financial Fundamentals** - Pull structured XBRL metrics: revenue, EPS, net income, assets, debt, and more - **Peer Benchmarking** - Compare any financial metric across all reporting companies using XBRL Frames - **Insider Ownership** - Track Form 3/4/5 insider transaction filings and activity patterns - **All Public Companies** - Complete coverage of SEC-registered entities - **Historical Data** - Access years of filing history and financial data ### 4 Analysis Modes #### 1. Filing Tracker (`filing_tracker`) Monitor key SEC filings (10-K annual, 10-Q quarterly, 8-K current reports) for any public company. Returns filing dates, accession numbers, and direct links to documents. #### 2. Financial Fundamentals (`financial_fundamentals`) Pull structured XBRL financial data including revenue, net income, EPS, assets, liabilities, equity, long-term debt, and cash. Returns historical values from 10-K filings. #### 3. Peer Benchmarking (`peer_benchmarking`) Compare any US-GAAP concept across all reporting companies using the XBRL Frames API. Rank companies by revenue, assets, or any financial metric with statistical analysis. #### 4. Insider Ownership (`insider_ownership`) Track Form 3 (initial ownership), Form 4 (changes in ownership), and Form 5 (annual) filings. Analyze insider transaction frequency and recent activity patterns. ### Input Parameters | Parameter | Type | Default | Description | |-----------|------|---------|-------------| | `mode` | string | `filing_tracker` | Analysis mode to run | | `companyName` | string | `Apple` | Company name to search | | `cikNumber` | string | `` | SEC CIK number (optional, auto-lookup if empty) | | `concept` | string | `Revenues` | XBRL concept for peer benchmarking | | `limit` | integer | `50` | Maximum results (1-100) | ### Example Output ```json { "source": "SEC EDGAR", "mode": "financial_fundamentals", "companyName": "APPLE INC", "cik": "320193", "totalRecords": 12, "metrics": [ { "concept": "Revenues", "latestValueFormatted": "$383.29B", "latestPeriod": "2023-09-30" } ], "summary": "APPLE INC (CIK 320193): 12 XBRL metrics found..." } ```` ### Data Sources - **SEC EDGAR XBRL API** - `https://data.sec.gov/api/xbrl/` - **SEC Submissions API** - `https://data.sec.gov/submissions/` - **EDGAR Full-Text Search** - `https://efts.sec.gov/LATEST/` - All data is freely available under SEC open data requirements ### Use Cases - **Equity Research** - Pull financial fundamentals without expensive terminal subscriptions - **Competitive Analysis** - Benchmark companies against peers on any financial metric - **Insider Trading Signals** - Monitor insider buying/selling patterns for investment signals - **Filing Monitoring** - Track new SEC filings for portfolio companies or watchlists - **Due Diligence** - Comprehensive financial data for M\&A or investment due diligence - **Academic Research** - Access structured financial data for research studies ### Pricing This actor uses pay-per-event pricing. You are charged $0.05 per successful analysis run. Failed runs are not charged. ### API Rate Limits SEC EDGAR allows 10 requests per second with a required User-Agent header. The actor implements automatic retry with exponential backoff and proper rate limiting for reliability. ### Technical Notes - SEC requires User-Agent header with company name and email for API access - CIK numbers are zero-padded to 10 digits (e.g., 0000320193) - XBRL concepts use US-GAAP taxonomy (e.g., Revenues, NetIncomeLoss, Assets) - XBRL Frames aggregate data across all filers for a given concept and period - Form types: 10-K (annual), 10-Q (quarterly), 8-K (current), Form 4 (insider) # Actor input Schema ## `mode` (type: `string`): Select the type of SEC EDGAR analysis to perform ## `companyName` (type: `string`): Company name to search (e.g., 'Apple', 'Microsoft', 'Tesla') ## `cikNumber` (type: `string`): SEC CIK number (e.g., '0000320193' for Apple). If empty, will search by company name. ## `concept` (type: `string`): XBRL concept for peer benchmarking (e.g., 'Revenues', 'EarningsPerShareBasic', 'Assets') ## `limit` (type: `integer`): Maximum number of results to return (1-100). ## Actor input object example ```json { "mode": "filing_tracker", "companyName": "Apple", "cikNumber": "", "concept": "Revenues", "limit": 50 } ``` # Actor output Schema ## `results` (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 '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = {}; // Run the Actor and wait for it to finish const run = await client.actor("ntriqpro/sec-edgar-intelligence").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 '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = {} # Run the Actor and wait for it to finish run = client.actor("ntriqpro/sec-edgar-intelligence").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 '{}' | apify call ntriqpro/sec-edgar-intelligence --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=ntriqpro/sec-edgar-intelligence", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "SEC EDGAR Intelligence - XBRL Financial Analyzer", "description": "Replaces Bloomberg/AlphaSense ($25K-$100K/yr) using FREE SEC EDGAR XBRL data. 4 modes: filing tracker, financial fundamentals, peer benchmarking, insider ownership. Covers all public company filings with structured financial metrics.", "version": "1.0", "x-build-id": "ZZOT8r1mKf3wIXLL7" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/ntriqpro~sec-edgar-intelligence/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-ntriqpro-sec-edgar-intelligence", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$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/ntriqpro~sec-edgar-intelligence/runs": { "post": { "operationId": "runs-sync-ntriqpro-sec-edgar-intelligence", "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/ntriqpro~sec-edgar-intelligence/run-sync": { "post": { "operationId": "run-sync-ntriqpro-sec-edgar-intelligence", "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": "Analysis Mode", "enum": [ "filing_tracker", "financial_fundamentals", "peer_benchmarking", "insider_ownership" ], "type": "string", "description": "Select the type of SEC EDGAR analysis to perform", "default": "filing_tracker" }, "companyName": { "title": "Company Name", "type": "string", "description": "Company name to search (e.g., 'Apple', 'Microsoft', 'Tesla')", "default": "Apple" }, "cikNumber": { "title": "CIK Number", "type": "string", "description": "SEC CIK number (e.g., '0000320193' for Apple). If empty, will search by company name.", "default": "" }, "concept": { "title": "Financial Concept", "type": "string", "description": "XBRL concept for peer benchmarking (e.g., 'Revenues', 'EarningsPerShareBasic', 'Assets')", "default": "Revenues" }, "limit": { "title": "Result Limit", "minimum": 1, "maximum": 100, "type": "integer", "description": "Maximum number of results to return (1-100).", "default": 50 } } }, "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 } } } } } } } } } } ```