Search, list, and read a company’s SEC filings and earnings-call transcripts, plus Reg D private-placement records. Start with SearchDocuments or ListCompanyDocuments, then use SearchDocument and ReadDocumentLines with a returned document ID.
SearchDocuments
Hybrid keyword and semantic search across the filing corpus. Omit ticker for market-wide discovery, or pass one ticker to scope the same search to a company. Each hit returns a matching excerpt with company, ticker, document type, and filing date. For discovery questions, excludeTickers keeps one dominant company from filling every slot and maxResultsPerCompany spreads results across issuers.
Parameters: query (required). Optional: ticker; documentTypes (JSON array of TenK, TenQ, EightK, TwentyF, SixK, …); startDate / endDate (YYYY-MM-DD); excludeTickers (JSON array, max 25); maxResults (default 5); maxResultsPerCompany (default 0 = unlimited); maxExcerptChars (default 0 = full excerpt).
Ask: "Which companies flag US export restrictions on AI chips to China in their filings?"
Returns (trimmed):
Relevant financial document excerpts:
## GDS Holdings Ltd (GDS)
**Document:** 20-F filed on 2026-04-29
**Excerpt 40 (line ~1,261):**
… In October 2022, the U.S. Department of Commerce’s Bureau of Industry and Security, or BIS, released broad changes in export control regulations, including new regulations restricting the export to China of advanced semiconductors …
## Alibaba Group Holding Ltd (BABA)
**Document:** 20-F filed on 2025-06-26
**Excerpt 617 (line ~16,587):**
… In April 2025, U.S. chip company Nvidia disclosed that the U.S. government had imposed export restrictions on its H20 AI chips to China. …
SearchDocument
Runs search inside one document identified by the UUID returned from ListCompanyDocuments. Pass searchMode: "exact" for a literal case-insensitive substring scan with precise line numbers; the default semantic mode finds meaning-based excerpts.
Parameters: query (required), documentId (required — UUID from ListCompanyDocuments). Optional: maxResults (default 5), maxExcerptChars (default 0 = full excerpt), searchMode (semantic — default — or exact).
Ask: "Inside NVIDIA's latest 10-Q, what does it say about segment revenue growth?"
Returns (trimmed):
Relevant financial document excerpts:
## Nvidia Corp (NVDA)
**Document:** 10-Q filed on 2026-05-20
**Excerpt 23 (line ~1,015):**
… Compute & Networking revenue – The year-over-year increase in the first quarter of fiscal year 2027 was due to growth in Data Center products, driven by the ramp of our Blackwell systems …
ListCompanyDocuments
Browses the filings and transcripts on file for one company, newest first and paginated. Each row gives the document ID, type, filing date, reporting period, and line count; those IDs feed SearchDocument and ReadDocumentLines.
Parameters: ticker (required). Optional: documentType (e.g. TenK), startDate / endDate (YYYY-MM-DD), page (default 1), maxItems (per page, default 10).
Ask: "What are NVIDIA's most recent SEC filings?"
Returns (trimmed):
Financial documents for Nvidia Corp (NVDA) — page 1:
ID | Type | Filed | Reporting For | Lines
---|------|-------|---------------|------
bd5d7724-a2df-4b0a-9868-c5a4d918bfe1 | 8-K | 2026-07-02 | 2026-06-28 | 83
8524e376-1abc-4317-af50-55c1603cc2a7 | 8-K | 2026-06-30 | 2026-06-24 | 193
048480c7-430d-4625-a8d4-4c888abde1f1 | Investor Relations News | 2026-06-23 | 2026-06-23 | 77
ReadDocumentLines
Reads a specific range of numbered lines from a document. Use it after SearchDocument has located the relevant line numbers.
Parameters: documentId (required — UUID from ListCompanyDocuments), startLine (required), endLine (required).
Ask: "Read NVIDIA's 10-Q around the buyback authorization (lines 771–776)."
Returns:
Nvidia Corp (NVDA) 10-Q filed 2026-05-20 — lines 771 to 776 of 1,622:
771 │
772 │ We repurchased 108 million and 126 million shares of our common stock for $20.2 billion and $14.5 billion during the first quarter of fiscal years 2027 and 2026, respectively. As of April 26, 2026, we were authorized, subject to certain specifications, to repurchase up to $38.5 billion of our common stock.
773 │
774 │ On May 18, 2026, our Board of Directors approved an additional $80.0 billion in share repurchase authorization, without expiration.
775 │
776 │ ### NVIDIA Corporation and Subsidiaries
GetFormDOfferings
Lists a company's recent Regulation D private placements from its SEC Form D notices, newest first. Each row shows the filing date, whether it's an amendment, the issuer's industry, the total offering amount and the amount sold so far (a dollar figure or Indefinite), the minimum investment, the number of investors, and the claimed exemption(s). Mega-caps rarely raise this way — NVIDIA has no Form D on file — so the example below uses Rigetti Computing (RGTI), a company that has tapped private capital.
Parameters: ticker (required). Optional: maxResults (default 50), fromDate / toDate (YYYY-MM-DD filing-date window).
Ask: "Has Rigetti Computing raised money through private placements?"
Returns:
Recent exempt offerings (Form D) for Rigetti Computing, Inc. (RGTI) — showing 2 most recent notices:
| Filed | Amendment | Industry | Offering Amount | Sold | Min. Investment | Investors | Exemptions |
|-------|-----------|----------|-----------------|------|-----------------|-----------|------------|
| 2022-08-22 | No | Other Technology | $75,764,405 | $764,405 | $0 | 1 | 06b |
| 2022-01-04 | No | Other | $45,000,000 | $45,000,000 | $20,000,000 | 2 | 06c |