Finance

About

This server acts as a powerful bridge, connecting Large Language Models (LLMs) to the vast financial data landscape of SEC EDGAR. It enables LLMs to fetch critical company information, including detailed historical financial statements (up to 10 years), and the full text of SEC filings like 10-K, 10-Q, and 8-K. This empowers LLMs to perform sophisticated tasks such as sentiment analysis, fundamental research, and structured financial reporting, transforming raw data into actionable insights.

Key Features

• Retrieve up to 10 years of Balance Sheets, Income Statements, and Cash Flows with computed metrics
• 5 GitHub stars
• Built-in analysis prompts for comprehensive financial reporting and stock comparisons
• Access full text content of 8-K, 10-K, and 10-Q SEC filings for analysis
• Resolve tickers to company metadata (CIKs, names, exchanges)
• Supports flexible transports including stdio for local clients and HTTP (SSE) for remote deployment

Use Cases

• Empowering Large Language Models to perform sentiment analysis on SEC filings.
• Facilitating fundamental research by LLMs using comprehensive historical financial statements.
• Guiding LLMs to generate structured financial reports and compare stocks using integrated analysis prompts.