How do I connect SEC EDGAR to Lodol?

Authenticate SEC EDGAR once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

All integrations

SEC EDGAR

Accounting & FinanceResearch & Academia

Pull SEC filings and company financials into a workflow, straight from EDGAR: a company's profile and filing history, the numbers it reports in XBRL, and the text of any filing since 1993. Look a company up by ticker rather than by its ten-digit SEC id, read the figures behind an annual report, compare one line item across every company that reported it, or search the full text of every filing since 2001 for a phrase. Watch the live feed for 8-Ks as they are filed, walk the daily and quarterly indexes, and read or download any filing document. Free and public: no account, no API key, and nothing to pay for.

Get Started Browse all integrations

17 actions

Actions

Steps your workflow can run in SEC EDGAR.

Find companiesLook up a filer's CIK by name or ticker, across every company, fund and individual that has ever filed with the SEC. Start here when you know the company but not its EDGAR id. No API key required.

List listed companiesList the companies with a ticker on a US exchange, from the SEC's own ticker file: everything on Nasdaq, the NYSE, CBOE or OTC, or the ones whose name or ticker matches. For building a watchlist to run the rest of a workflow over. No API key required.

Find mutual fundsLook up a mutual fund or ETF share class by its symbol, and get the CIK, series id and class id EDGAR files it under. A fund family files as one CIK with many series and classes, which is why a fund symbol alone will not find its filings. No API key required.

Get a companyEverything EDGAR publishes about one filer: its name and former names, tickers and exchanges, industry code, filer category, fiscal year end, state of incorporation and addresses, plus its most recent filing. No API key required.

List a company's filingsOne company's filings, newest first, narrowed to the forms and dates you care about: its annual reports, the 8-Ks it filed last month, every insider trade this year. The recent history covers at least the last thousand filings; turn on the full history to reach back to 1994. No API key required.

List a company's financial conceptsThe financial line items one company reports in XBRL, with what each one means and how many figures it has, but none of the numbers. Run this to find the concept name to ask Get a financial concept for. No API key required.

Get a financial conceptEvery figure one company has reported for one financial concept, newest first, straight from its XBRL filings: total assets each quarter, revenue each year, shares outstanding at each cover date. Each figure carries the period it covers, the form it came from and when it was filed. No API key required.

Get several financial conceptsSeveral of a company's financial concepts at once, in a single request: assets, revenue and net income side by side for a summary or a spreadsheet row. Narrow to the concepts, forms and periods you want, because a large filer's full history runs to tens of thousands of figures. No API key required.

Compare one figure across companiesOne financial concept for every company that reported it in a period, largest first: every filer's total assets last quarter, or every filer's revenue last year. The SEC lines up the reporting dates that best fit a calendar quarter, so companies with different financial years can be compared. No API key required.

Search filing textSearch the full text of every EDGAR filing since 2001 for a word or phrase: which companies mention a technology, name a competitor or disclose a risk. Put a phrase in double quotes to match it exactly, and put a minus in front of a quoted phrase to exclude it. No API key required.

List the latest filingsThe filings EDGAR has just accepted, across every company, newest first. This is the live feed: a scheduled workflow can watch it for 8-Ks as they are filed, or for anything a particular company files. No API key required.

List filings for a dayEvery filing EDGAR disseminated on one day, from its daily index: the full list rather than the most recent few, which is what a nightly workflow reads. EDGAR publishes an index for each day the market is open. No API key required.

List filings for a quarterEvery filing EDGAR received in one calendar quarter, from its full index, going back to 1993: for a study of who filed what, or to build the list a longer analysis runs over. Narrow it to the filings that carry XBRL financial data when the numbers are what you are after. No API key required.

List filing documentsEvery file in one filing: the report itself and each of its exhibits, press releases and data files, with a link and a size for each. Run this to find the exhibit you want before reading or downloading it. No API key required.

Read a filing documentRead a filing as plain text, so a later step can summarise it, search it or answer questions about it. The markup and the inline XBRL tagging are stripped, so the text starts where the report starts. Leave the document blank for the filing itself rather than one of its exhibits. No API key required.

Download a filing documentDownload a filing as a file, so a later step can attach it to an email, post it to a chat or put it in storage. Leave the document blank for the filing itself rather than one of its exhibits. No API key required.

List form typesEDGAR's own catalog of what each form and each 8-K item code means, so a workflow can turn '8-K' and '5.02' into 'Current report' and 'Departure of Directors or Certain Officers' before it writes a message. No API key required.