sec-finance

# SEC Finance Use this skill for **structured SEC data**, not IR document downloading. ## Scope - Resolve company name / alias / ticker to CIK - Fetch SEC XBRL companyfacts - Extract key metrics such as revenue, net income, EPS - Normalize annual vs quarterly periods ## Do not use this skill for - Downloading annual report PDFs from IR sites - Cloudflare/IR-site document fetching - Generic PDF discovery workflows Use `ir-pdf-downloader` for those. ## Core commands ```bash # Resolve a company and fetch recent financials python3 scripts/sec_finance.py --search JD.com # Query by known CIK python3 scripts/sec_finance.py --cik 0001549802 --period quarterly # JSON output for downstream processing python3 scripts/sec_finance.py --search Alibaba --period annual --output json ``` ## Workflow 1. If the user needs revenue / profit / EPS / structured filings, use this skill. 2. Resolve CIK via shared issuer data first; fall back to SEC lookup when needed. 3. Pull `companyfacts` from `data.sec.gov`. 4. Return structured results in table or JSON form. 5. If the user instead needs the original PDF document, stop and switch to `ir-pdf-downloader`. ## Notes - Issuer aliases and validated CIK hints live in `references/issuers.json`. - Prefer secure HTTPS by default; only fall back on relaxed SSL handling for endpoint compatibility. - Keep this skill focused on **SEC data retrieval and normalization**.