# SEC Filing and Financial Agent 📈 This Chainlit app is a powerful tool designed to interactively query and retrieve financial data directly from the Securities and Exchange Commission (SEC). Users can access a variety of filings such as 10-K, 10-Q, NPORT-P, and 8-K forms, extract financial details, and check the latest press releases for specific companies. ## Features - **Retrieve Latest Filings:** Fetch the most recent SEC filings for a specific year, quarter, and form type. - **Access Specific Filings by Accession Number:** Obtain detailed views of specific filings using their unique accession numbers. - **Get Company Financial Facts:** Look up essential financial facts for a company by its ticker symbol or Central Index Key (CIK). - **Extract Financials from Filings:** Analyze financial statements such as balance sheets from 10-K or 10-Q filings. - **Fetch Press Releases:** Access the latest press releases from 8-K filings for a given company. ## Usage To begin using the app, simply start a chat session. The chat interface allows you to type in queries and commands interactively. Here are some examples of how you can use the app: ### Example 1: Retrieve Latest Filings ``` Retrieve the latest NPORT-P filings for the first quarter of 2024. ``` ### Example 2: Access a Filing by Accession Number ``` Show me the filing with the accession number 0000123456-20-000001. ``` ### Example 3: Get Financial Facts for a Company ``` Get financial facts for the company with ticker AAPL. ``` ### Example 4: Extract Financials from a Filing ``` Extract financials from the filing with accession number 0000987654-21-000002. ``` ### Example 5: Fetch Press Releases ``` Are any recent press releases from Microsoft? ```