xbrl-queries

Extract and analyze XBRL financial data from Neo4j using Cypher queries.

3|1|Updated Dec 2, 2024
One-click install
npx skills add https://github.com/faisalanjum/EventTrader --skill xbrl-queries
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: xbrl-queries
Source: https://github.com/faisalanjum/EventTrader/tree/main/.claude/skills/xbrl-queries
Command: npx skills add https://github.com/faisalanjum/EventTrader --skill xbrl-queries

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a comprehensive set of Cypher queries to efficiently retrieve and analyze XBRL financial data from a graph database, enabling deeper insights into company financial performance.

Core Features & Use Cases

  • Financial Metric Retrieval: Easily fetch key financial metrics like EPS, Revenue, Net Income, etc., for specific companies and periods.
  • Data Exploration: Discover relationships between financial concepts, dimensions, and periods within XBRL filings.
  • PIT-Safe Queries: Supports Point-in-Time queries for historical financial data analysis.
  • Use Case: Analyze the trend of 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax' for a given company over the last five years using the provided Cypher queries.

Quick Start

Use the xbrl-queries skill to get the latest 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax' for the company with ticker 'AAPL'.

Frequently Asked Questions about xbrl-queries

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

FAQPage Schema
How do I query XBRL financial data from SEC filings using Neo4j?

To query XBRL financial data from SEC filings in Neo4j, you can use a collection of Cypher queries designed to extract and analyze financial metrics, dimensions, and periods from 10-K and 10-Q reports stored in a graph database.

Can I perform point-in-time analysis on XBRL data with Cypher?

Yes, you can perform point-in-time (PIT) analysis on XBRL data using supported Cypher queries that retrieve historical financial metrics safely, preventing future data leakage in your financial analysis.

How do I retrieve specific financial metrics like Revenue or EPS for a company in Neo4j?

You can retrieve specific financial metrics like Revenue or EPS by executing Cypher queries that target XBRL concepts, such as fetching 'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax' for a specific company ticker over a defined period.

What is the best way to discover relationships between financial concepts and periods in XBRL filings?

The best way to discover relationships between financial concepts, dimensions, and periods in XBRL filings is using data exploration Cypher queries that map the graph database structure of SEC filings.

Are there Cypher queries available for identifying data gaps in XBRL financial analysis?

Yes, there are Cypher queries specifically included for data gap analysis, allowing you to identify missing financial metrics, dimensions, or periods within your Neo4j XBRL graph database.

Do I need a Neo4j graph database to analyze XBRL data with these Cypher queries?

Yes, you need a Neo4j graph database populated with XBRL financial data, as the provided Cypher queries are specifically designed to extract and analyze SEC filing data structured within a graph format.