SEC XBRL Peer Financial Change Report

For corp-dev, finance operations, research, and public-company monitoring teams, this Actor accepts ticker or CIK peer watchlists plus selected XBRL metrics and returns source-linked financial metric change alerts, descriptive peer variance reports, and compact evidence exports.

It uses official SEC companyfacts and frames JSON endpoints without an API key or login. A descriptive SEC User-Agent with an application identifier and contact email or URL is required.

Store Quickstart

{
  "watchlists": [
    {
      "id": "software-peers",
      "peers": [
        {
          "ticker": "MSFT"
        },
        {
          "ticker": "AAPL"
        }
      ],
      "metrics": [
        {
          "taxonomy": "us-gaap",
          "tag": "Revenues",
          "unit": "USD",
          "label": "Revenue",
          "sourceMode": "companyfacts"
        }
      ],
      "forms": [
        "10-K",
        "10-Q"
      ],
      "period": "latest",
      "varianceThresholdPercent": 20
    }
  ],
  "userAgent": "your-company-xbrl-watch/1.0 ops@yourcompany.com",
  "initialRunMode": "baseline_only",
  "generateReport": true,
  "emitExport": true
}

1. Start with initialRunMode: "baseline_only" and a small peer group. The first run saves a free baseline and emits zero rows and zero charges.
2. Run the same input later. Only a new or changed selected fact emits rows; an unchanged run emits zero rows and zero charges.
3. Set generateReport: true for the report-first output. Use emitExport: true when a compact JSON evidence package is needed. Keep emitRawRows: false unless individual fact rows are required.

The actor compares the selected facts as reported by SEC XBRL. It does not decide whether a company is attractive, safe, cheap, expensive, or likely to outperform.

Input Examples

1. Companyfacts revenue watch

{
  "watchlists": [{
    "id": "software-peers",
    "peers": [{ "ticker": "MSFT" }, { "ticker": "AAPL" }],
    "metrics": [{ "taxonomy": "us-gaap", "tag": "Revenues", "unit": "USD", "label": "Revenue", "sourceMode": "companyfacts" }],
    "forms": ["10-K", "10-Q"],
    "period": "latest",
    "varianceThresholdPercent": 20
  }],
  "userAgent": "your-company-xbrl-watch/1.0 ops@yourcompany.com",
  "initialRunMode": "baseline_only",
  "generateReport": true,
  "emitExport": true
}

2. CIK watchlist with annual assets

{
  "watchlists": [{
    "id": "annual-assets",
    "peers": [{ "cik": "0000789019", "label": "Microsoft" }, { "cik": "0000320193", "label": "Apple" }],
    "metrics": [{ "taxonomy": "us-gaap", "tag": "Assets", "unit": "USD", "label": "Assets", "sourceMode": "companyfacts" }],
    "forms": ["10-K"],
    "period": "annual",
    "varianceThresholdPercent": 15
  }],
  "userAgent": "your-company-xbrl-watch/1.0 ops@yourcompany.com",
  "initialRunMode": "emit_backfill",
  "generateReport": true
}

3. SEC frames watch

{
  "watchlists": [{
    "id": "quarterly-frame",
    "peers": [{ "ticker": "MSFT" }, { "ticker": "AAPL" }],
    "metrics": [{ "taxonomy": "us-gaap", "tag": "Revenues", "unit": "USD", "label": "Quarterly revenue frame", "sourceMode": "frames", "frame": "CY2025Q4" }],
    "forms": ["10-Q", "10-K"],
    "period": "quarterly",
    "varianceThresholdPercent": 25
  }],
  "userAgent": "your-company-xbrl-watch/1.0 ops@yourcompany.com",
  "initialRunMode": "baseline_only"
}

Output

The first output row for a changed run is a sec_peer_variance_report. It contains each metric group, peer values, the peer median, variance from that median, reporting period, form, and SEC source URLs. It is followed by one sec_financial_metric_change_alert per changed observation. Optional rows are sec_financial_fact_row and sec_financial_export.

Every row retains the taxonomy, tag, unit, CIK/ticker, period, filing date, form, accession number when available, and source-linked evidence. The actor never downloads filing exhibits as part of this workflow.

Pricing

Event	Price	Use
sec-financial-fact-row	$0.006	Optional compact raw fact row
sec-financial-metric-change-alert	$0.25	New or changed selected metric observation
sec-peer-variance-report	$12.00	Descriptive report across the current peer groups
sec-financial-export	$8.00	Compact JSON evidence export

Baseline-only runs and unchanged runs are free. emitUnchanged is accepted for compatibility but never turns unchanged observations into billable rows. A per-run maxChargeUsd cap fails closed before delivery.

Compliance Guardrails

• Official SEC data.sec.gov XBRL JSON endpoints and the official SEC ticker index only.
• No API key, login, private issuer data, filing exhibit download, scraping bypass, or CAPTCHA handling.
• Keep the User-Agent descriptive, include a real application contact in production, use bounded watchlists, and retain the default pacing unless you have a documented reason to change it.
• Peer variance is descriptive source-linked evidence. It is not investment advice, a valuation, a recommendation, a forecast, a materiality determination, or a guarantee.
• Confirm the reporting period, unit, taxonomy, dimensions, amendments, and linked filing before relying on an output.

State and Billing Safety

State is written only after all billable rows have been delivered successfully. A state read/write failure stops the run. A delivery failure writes a failed-closed audit and does not commit the new baseline. The delivery audit is written to sec-xbrl-peer-financial-delivery-audit.json locally and PHASE89_DELIVERY_AUDIT in the Apify key-value store.

Run the next report

• SEC 13D & 13G Beneficial Ownership Change Report for source-linked ownership filing changes.
• SEC 13F Institutional Holdings Change Report for source-linked quarterly holdings changes.
• LEI Entity Lifecycle Watch Report for source-linked legal-entity status and reference-data changes.

Limitations

Companyfacts and frames may use different fiscal calendars, tags, dimensions, units, amendments, and filing periods. The Actor does not normalize accounting policy differences or decide whether two companies are economically comparable. It reports the selected public facts and the exact source context available from SEC JSON at retrieval time.