# SEC EDGAR API: Financials, Filings & 10-K Sections (`poised_beardlichen/sec-edgar-financials`) Actor

Use this when you need SEC data on a US public company: profile, standardised financials, filings, 10-K/10-Q sections or EDGAR full-text search. $0.003 overview, $0.004 financials, $0.008 section, $0.0005/filing or hit. Input: {"query":"AAPL","mode":"financials"}. Output: compact JSON.

- **URL**: https://apify.com/poised_beardlichen/sec-edgar-financials.md
- **Developed by:** [Isaac](https://apify.com/poised_beardlichen) (community)
- **Categories:** AI, Developer tools
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per event

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/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
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.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## 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.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC EDGAR API: Financials, Filings & 10-K Sections for AI Agents

**Use this when you need reliable data on US-listed companies straight from the SEC.** Give it a ticker (`AAPL`), a company name (`Microsoft`) or a CIK, and get clean JSON: the company profile, **standardised financial statements** (revenue, gross profit, operating income, net income, EPS, operating cash flow, capex, free cash flow, cash, assets, liabilities, equity and debt), **filings lists**, **10-K and 10-Q sections as text** (Risk Factors, MD\&A, Business and more) and **EDGAR full-text search** across every filer.

- 🏛️ **Official source.** Data comes only from SEC EDGAR's free public APIs. No scraping of paid terminals and no third-party resellers
- 📊 **Standardised financials.** Five or more years, or quarters, of XBRL figures in one consistent schema, with margins and free cash flow worked out for you
- 📄 **Sections an LLM can read.** Risk factors or MD\&A as plain text, with the table of contents skipped automatically
- 🔎 **Full-text search.** Find every 10-Q that mentions "going concern" or a specific product
- 🤖 **Agent-ready.** One string in, JSON out, typical calls finish in 1–3 seconds, and it works with the Apify MCP server and agentic payments
- 🧘 **Respectful.** A declared User-Agent, throttled to half of SEC's fair-access limit, with caching inside each run

### Modes

| `mode` | Returns | Typical use |
|---|---|---|
| `overview` (default) | Profile, industry (SIC), fiscal year end, address, latest annual financials, recent major filings | "Tell me about this company" |
| `financials` | `periods[]` of annual or quarterly figures | Screening, valuation, trend analysis |
| `filings` | One row per filing, with links to the documents | Monitoring 8-Ks and proxies |
| `section` | Text of one 10-K/10-Q item | Summarising risks, comparing MD\&A |
| `search` | Matching filings across all companies | Thematic research |

### Input examples

```json
{ "query": "NVDA", "mode": "financials", "period": "annual", "periods": 5 }
```

```json
{ "query": "Tesla", "mode": "section", "section": "risk_factors", "filingForm": "10-K" }
```

```json
{ "query": "\"going concern\" lithium", "mode": "search", "formTypes": ["10-Q"], "dateFrom": "2026-01-01" }
```

### Output example (financials)

```json
{
  "name": "WALMART INC.", "cik": "0000104169", "ticker": "WMT", "period": "annual", "currency": "USD",
  "periods": [{
    "periodEnd": "2026-01-31", "fiscalYear": 2026, "form": "10-K",
    "revenue": 713163000000, "netIncome": 21893000000, "epsDiluted": 2.73,
    "operatingCashFlow": 41565000000, "capitalExpenditure": 26642000000, "freeCashFlow": 14923000000,
    "grossMargin": 0.2493, "netMargin": 0.0307
  }]
}
```

### Use it from the API or with AI agents

```bash
curl -X POST "https://api.apify.com/v2/acts/poised_beardlichen~sec-edgar-financials/run-sync-get-dataset-items?token=<YOUR_APIFY_TOKEN>" \
  -H "Content-Type: application/json" -d '{"query": "MSFT", "mode": "overview"}'
```

```python
from apify_client import ApifyClient
client = ApifyClient("<YOUR_APIFY_TOKEN>")
run = client.actor("poised_beardlichen/sec-edgar-financials").call(run_input={"query": "AAPL", "mode": "financials"})
print(list(client.dataset(run["defaultDatasetId"]).iterate_items()))
```

**MCP:** connect `https://mcp.apify.com/?tools=poised_beardlichen/sec-edgar-financials` to Claude, Cursor or any MCP client. Agents can also pay per call with Apify agentic payments, no account needed.

### Pricing

| Event | Price |
|---|---|
| Company overview | $0.003 |
| Financial statements (up to 20 periods) | $0.004 |
| Filing listed | $0.0005 |
| 10-K/10-Q section text | $0.008 |
| Full-text search hit | $0.0005 |

Unknown companies, missing sections, failed SEC requests and searches with no hits are **never charged**.

### FAQ

**Which companies are covered?** Every company that files with the SEC, including about 10,000 listed companies and foreign filers that file 20-F/40-F reports. Standardised financials need XBRL data, so some funds and trusts only have filings.

**How are the financials standardised?** We read SEC's XBRL "company facts". For each metric we use the most common US-GAAP tags in priority order, and the latest filing for each period, so restatements are picked up. Quarterly figures come from 10-Qs, so the fourth quarter isn't reported separately; take it from the annual figure.

**Is the data real-time?** Each call reads the live EDGAR APIs, so new filings show up within minutes of being accepted by the SEC.

**Why did a section come back with a note instead of text?** A few companies put sections in exhibits or use unusual headings. You are not charged for those.

**Is this investment advice?** No. It returns what companies filed with the SEC.

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### Support

Spotted a wrong number or a section we missed? Open an issue on the **Issues** tab.

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- [Research Paper Search: arXiv, PubMed, Crossref + Full Text](https://apify.com/poised_beardlichen/research-paper-search): scholarly papers by topic, DOI, arXiv ID or PMID from arXiv, Crossref and Europe PMC/PubMed.
- [Website Legitimacy & Scam Check: Domain Age, SSL, VAT, LEI](https://apify.com/poised_beardlichen/website-legitimacy-check): must judge if a website or company looks legitimate before buying, partnering or clicking.

# Actor input Schema

## `query` (type: `string`):

A ticker (AAPL), company name (Microsoft) or SEC CIK (320193). In 'search' mode, the words or "exact phrase" to find in filings.

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

overview = company profile + latest annual financials + recent filings; financials = standardised multi-period financial statements; filings = list of filings; section = text of a 10-K/10-Q section; search = EDGAR full-text search across all filers.

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

Optional extra tickers, names, CIKs or search phrases, processed with the same settings (max 200).

## `period` (type: `string`):

Annual (10-K) or quarterly (10-Q) figures.

## `periods` (type: `integer`):

How many years or quarters to return, newest first.

## `section` (type: `string`):

Section to extract in 'section' mode.

## `filingForm` (type: `string`):

Use the latest 10-K or the latest 10-Q.

## `accessionNumber` (type: `string`):

Accession number like 0000320193-25-000079 to extract from a specific filing instead of the latest.

## `formTypes` (type: `array`):

Optional filter, e.g. 10-K, 10-Q, 8-K, DEF 14A, S-1. Empty = all forms.

## `limit` (type: `integer`):

Max filings or search hits per query.

## `dateFrom` (type: `string`):

Optional YYYY-MM-DD start date for full-text search.

## `dateTo` (type: `string`):

Optional YYYY-MM-DD end date for full-text search.

## `maxSectionChars` (type: `integer`):

Trim very long sections to this many characters.

## Actor input object example

```json
{
  "query": "AAPL",
  "mode": "overview",
  "period": "annual",
  "periods": 5,
  "section": "risk_factors",
  "filingForm": "10-K",
  "limit": 10,
  "maxSectionChars": 200000
}
```

# 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 '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "query": "AAPL"
};

// Run the Actor and wait for it to finish
const run = await client.actor("poised_beardlichen/sec-edgar-financials").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": "AAPL" }

# Run the Actor and wait for it to finish
run = client.actor("poised_beardlichen/sec-edgar-financials").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 '{
  "query": "AAPL"
}' |
apify call poised_beardlichen/sec-edgar-financials --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,poised_beardlichen/sec-edgar-financials"
        }
    }
}
```

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/Iaw959sci5T8nNh8y/builds/vgXg7rfJxhZN2oFHP/openapi.json