Finance Codex plugins

Publisher description

…past date, every version of a fact across filings, and material revisions, for restatement-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro series and sector capital-cycle aggregates. - Pre-2009 annual fundamentals parsed from text filings (FY1995 to FY2009), kept separate from the XBRL record and served with per… …rting currency, never converted. A free account covers most tools. Analyst and Pro plans add depth: full ownership lists, point-in-time detail, cross-ticker comparison and the pre-2009 corpus.

Publisher description

…ssional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options data is 15 minutes…

Publisher description

…ny's latest annual report, pull a specific financial line item with its currency and fiscal period, search a filing's full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAuth, no API key needed. Built on the open Model Context Protocol.

Publisher description

…0+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments), 8-K, 20-F/40-F/6-K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: insider/ownership filings (Forms 3/4/5,…

Publisher description

…ss companies, periods and dimensions, resolve a concept like "revenue" to its XBRL element, and run full-text search across filing narratives, then read the exact section. Read a filing the way it was filed: list the statements and notes in a 10-K or 10-Q, then open one section whole, with its rows, breakdown…