Does this skill require an external API?

Yes, this skill requires the Exa MCP (Model Context Protocol) server and a valid Exa API key to perform specialized financial web searches.

Can I restrict searches to the SEC website?

Absolutely. You can use the includeDomains parameter to limit results specifically to sec.gov or any other trusted financial domain.

What types of documents can this skill find?

It is optimized for SEC filings (10-K, 10-Q, 8-K), quarterly earnings reports, annual reports, investor presentations, and official financial statements.

Can I search for reports within a specific date range?

Yes, the skill supports ISO 8601 date filtering for both publication and crawl dates, allowing you to target specific reporting periods or fiscal years.

How does this skill handle large financial documents?

It uses token isolation by spawning background task agents to crawl, summarize, and distill findings, ensuring your main chat remains focused and uncluttered.

Financial Report Advanced Search

Name: Financial Report Advanced Search
Author: exa-labs

byexa-labs

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3,739

Web Scraping y Recopilación de Datos

Retrieves and analyzes SEC filings, earnings reports, and annual financial documents using high-precision advanced web search.

Acerca de

This skill empowers Claude to conduct deep financial research by leveraging Exa’s specialized search category for financial documentation. It provides highly filtered access to SEC filings (10-K, 10-Q, S-1), quarterly earnings reports, and investor presentations with precise date and domain controls. By utilizing token isolation and sub-agent task management, the skill extracts key figures and insights from dense financial PDF and web sources while keeping the main conversation context clean and efficient.

Características Principales

Advanced date-range filtering for specific fiscal quarters and years
3,739 GitHub stars
Automated summary and highlight extraction from lengthy financial documents
Targeted searching for SEC filings including 10-K, 10-Q, and 8-K reports
Domain-restricted searches across sec.gov and investor relations portals
Token-efficient result distillation through isolated task agents

Casos de Uso

Tracking quarterly earnings results and risk factor disclosures across industries
Extracting specific financial metrics and auditor notes from annual reports
Conducting fundamental analysis and due diligence on public companies

Acerca de

Características Principales

Advanced date-range filtering for specific fiscal quarters and years
3,739 GitHub stars
Automated summary and highlight extraction from lengthy financial documents
Targeted searching for SEC filings including 10-K, 10-Q, and 8-K reports
Domain-restricted searches across sec.gov and investor relations portals
Token-efficient result distillation through isolated task agents

Casos de Uso

Tracking quarterly earnings results and risk factor disclosures across industries
Extracting specific financial metrics and auditor notes from annual reports
Conducting fundamental analysis and due diligence on public companies