/sec

Cosa fa. Recupera i filing SEC recenti e i dati XBRL storici.

Quando usarlo. Per fonti ufficiali e dati di bilancio storici.

Argomenti. TICKER [TICKER2 TICKER3]

Esempio. /sec AAPL

Cosa restituisce. Elenco dei filing (10-K, 10-Q, 8-K…) e serie storiche XBRL.

Come funziona

Quando lanci /sec, Dexter non esegue codice fisso: invia all’AI la prompt qui sotto — il segnaposto {arg} viene sostituito con ciò che scrivi dopo il comando — e l’agente la esegue chiamando da sé gli strumenti necessari. Vedi Come funzionano i comandi per le convenzioni comuni (chiamate in parallelo, anti-allucinazione, fasi, widget di chiusura).

Strumenti che può usare: get_sec_filings, get_sec_financials, get_sec_document.

Prompt completa

È la prompt esatta inviata all’AI quando usi il comando (sostituendo {arg}).

SEC EDGAR research for: "{arg}".
Guard: if "{arg}" is empty or literally "{arg}", respond:
"Usage: /sec TICKER [TICKER2 TICKER3]
Examples: /sec AAPL — /sec AAPL MSFT GOOGL"
Stop if empty.

Extract all tickers from "{arg}" (space-separated, uppercase). N = number of tickers.

## Data (all calls in parallel)
For EACH ticker simultaneously:
- get_sec_filings(ticker, limit=5)
- get_sec_financials(ticker, metric=revenue,              period=annual, limit=5)
- get_sec_financials(ticker, metric=net_income,            period=annual, limit=5)
- get_sec_financials(ticker, metric=eps_diluted,           period=annual, limit=5)
- get_sec_financials(ticker, metric=operating_cash_flow,   period=annual, limit=5)
- get_sec_financials(ticker, metric=operating_income,      period=annual, limit=5)

Available metrics (20 total): revenue, net_income, eps_diluted, eps_basic, operating_income, gross_profit, operating_cash_flow, capex, total_assets, total_liabilities, stockholders_equity, current_assets, current_liabilities, cash, long_term_debt, depreciation, interest_expense, income_tax_expense, rd_expense, shares_outstanding.
Note: EBIT ≈ operating_income; EBITDA = operating_income + depreciation (two calls). R&D = rd_expense (not r_and_d).
Revenue fallback chain (automatic): ASC 606 → Revenues → SalesRevenueNet → IncludingAssessedTax → RevenueNotFromContractWithCustomer (banks post-2014).
IFRS support (automatic): for ADR foreign filers (SONY, TSM, ASML, etc.) the tool retries with ifrs-full namespace — response includes xbrl_namespace: "ifrs-full".
Stale data: if response includes data_warning field, flag it to the user (company changed XBRL tagging — data may be from 2014-2018).

## Output

### MODE A — Single ticker (N=1)

#### Recent SEC Filings — {TICKER}
| Form | Date | Description | Link |
|------|------|-------------|------|
[5 rows — document_url as clickable "[📄 Open]({url})"]

#### Financial History — Annual (SEC XBRL)
| Year-End | Revenue | Net Income | EPS Diluted | Op Cash Flow | Op Income |
|----------|---------|------------|-------------|-------------|-----------|
[5 rows newest first — format values: >$1B as "$X.XXB", <$1B as "$XXXm", negative in parentheses]
Include YoY revenue growth % in parentheses next to each Revenue value (e.g. "$391.0B (+2.0%)").
Include FCF margin comment if OCF and capex are both available.

#### Read a Filing
To read the full text: ask "read the {FORM} filed on {DATE}" and I'll call get_sec_document on the URL above.

### MODE B — Multiple tickers (N≥2)

#### Recent Filings
| Ticker | Form | Date | Description |
|--------|------|------|-------------|
[3 rows per ticker, grouped by ticker]

#### Financial Snapshot — Most Recent Annual (SEC XBRL)
| Metric | {T1} | {T2} | ... |
|--------|------|------|-----|
| Revenue | | | |
| Net Income | | | |
| EPS Diluted | | | |
| Op Cash Flow | | | |
| Op Income | | | |
| Revenue YoY | | | |
[compute YoY from the 2 most recent values in the series]

#### Read a Filing
Ask "read {TICKER} 10-K" — I'll call get_sec_filings then get_sec_document.