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thompson0012
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finance-markets

Locate SEC filings and extract revenue, earnings, and guidance with source URLs.

28|2|Updated Feb 5, 2026
Search Tags:#finance#market-data#earnings#primary-sources#investor-relations#data-provenance#sec-filings
One-click install
npx skills add https://github.com/thompson0012/agents-stack --skill finance-markets
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-markets
Source: https://github.com/thompson0012/agents-stack/tree/main/skills-optional/using-finance/finance-markets
Command: npx skills add https://github.com/thompson0012/agents-stack --skill finance-markets

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Public-market research requires primary sources and provenance, plus reproducible numbers. This skill guides users to locate official filings, investor-relations materials, and macro data releases with a clear citation trail.

Core Features & Use Cases

  • Resolve entity details (legal name, ticker, exchange, instrument type) before data pull.
  • Route to the right official sources (SEC filings, issuer IR pages, sponsor holdings, macro releases) for authoritative information.
  • Fetch the source itself and preserve the exact URL, publication date, and as-of period for reproducibility.
  • Use cases include earnings deep-dives, macro-data context, holdings snapshots, and regulatory filings reviews.

Quick Start

Locate the latest SEC filing for a company, fetch the document, and extract reported revenue and guidance with source links.

Frequently Asked Questions about finance-markets

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract revenue and earnings from SEC filings with source links?▼

To extract revenue and earnings, locate the latest SEC filing for a company, fetch the document, and pull reported figures while preserving the exact source URL, filing date, and measured period for provenance.

What is data provenance in public market research?▼

Data provenance in market research means recording exact source URLs, filing dates, and measured periods for extracted earnings, ensuring reproducible analysis backed by official SEC filings.

How do I resolve a company ticker and exchange before pulling market data?▼

Resolve a company ticker and exchange by locating the latest SEC filing to confirm the legal name, ticker symbol, exchange, and instrument type before initiating any market data extraction.

Can I use investor relations pages for earnings deep-dives and guidance extraction?▼

Yes, you can route to official issuer investor relations pages to fetch reported revenue, earnings, and guidance while preserving the exact URL and publication date for deep-dives.

Does this approach to primary source research work for macro data releases?▼

Yes, this primary source approach works for macro data releases by routing to official sources, fetching the data, and preserving the exact publication date and as-of period for reproducible context.

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