cotera

SEC Financial Research

Pull quarterly financials straight from SEC filings and build a clean spreadsheet — no copy-pasting from EDGAR.

Financial analysisEarnings researchAccount intelligenceDue diligence

The Challenge

Pulling financial data from SEC EDGAR is tedious. You find the filing, click through the HTML, copy numbers into a spreadsheet, then repeat for every quarter. Comparing trends across 6-8 quarters can eat an entire afternoon — and one wrong cell reference throws everything off.

What This Prompt Does

Find Filings

Search SEC EDGAR for 10-K and 10-Q filings by ticker and date range

Extract XBRL Data

Pull revenue, margins, EPS, and balance sheet data from structured filings

Build Spreadsheet

Organize everything into a multi-tab Google Sheets document

Spot Trends

Calculate growth rates and margins across quarters automatically

The Prompt

The Prompt

Task

Use @SEC/Search FilingsName it "SEC/Search Filings" and call it with @SEC/Search Filings to find recent 10-K and 10-Q filings for a public company, extract financial data with @SEC/Get Financial Summary and @SEC/Get Financial StatementsName it "SEC/Get Financial Statements" and call it with @SEC/Get Financial Statements, then organize the results into a @Google Sheets spreadsheet with quarter-over-quarter comparisons.

Example: Pull the last 8 quarters of financial data for Cloudflare (NET) and build a spreadsheet tracking revenue growth, gross margin, and operating expenses.

Tools

  • @SEC/Search Filings — Find 10-K and 10-Q filings by ticker symbol and date range
  • @SEC/Get Financial Summary — Get high-level metrics like revenue, net income, EPS, and total assets from XBRL data
  • @SEC/Get Financial Statements — Extract full income statements, balance sheets, and cash flow statements
  • @Google Sheets — Create and populate a spreadsheet with the extracted financial data
  • @google_search — Find the company's most recent earnings call highlights or analyst commentary for context

Input

The user will provide a ticker symbol (or company name) and optionally specify which metrics or time periods they care about.

Example: "Pull Datadog (DDOG) financials for the last 2 years" or "Compare SNOW vs DDOG revenue growth over the last 6 quarters"

Context

What to Extract

For each filing period, pull:

  • Revenue and revenue growth (QoQ and YoY)
  • Gross profit and gross margin %
  • Operating income/loss and operating margin %
  • Net income/loss and EPS (basic and diluted)
  • Total assets, total liabilities, shareholders' equity
  • Cash and equivalents from the balance sheet

Research Strategy

  1. Search SEC for the company's 10-Q and 10-K filings over the requested time period
  2. For each filing, call Get Financial Summary for the quick metrics overview
  3. For detailed breakdowns, call Get Financial Statements requesting StatementsOfIncome, BalanceSheets, and StatementsOfCashFlows
  4. Use Google Search to find the latest earnings call summary or analyst consensus estimates
  5. Organize all data into a Google Sheets spreadsheet with one column per quarter

What Counts as a Valid Result

  • All numbers must come directly from SEC filings — never estimate or fabricate financial data
  • Note the exact period of report for each data point
  • If a metric isn't available in XBRL data, mark it as "N/A" rather than guessing
  • Calculate derived metrics (margins, growth rates) from the raw numbers

Output

Google Sheets spreadsheet with these tabs:

Tab 1 — Income Statement: | Metric | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | YoY Change | |--------|---------|---------|---------|---------|------------| | Revenue | $X | $X | $X | $X | +X% | | Gross Profit | $X | $X | $X | $X | +X% | | Operating Income | $X | $X | $X | $X | +X% | | Net Income | $X | $X | $X | $X | +X% |

Tab 2 — Balance Sheet: Assets, liabilities, equity, and cash position by quarter.

Tab 3 — Key Ratios: Gross margin %, operating margin %, revenue growth QoQ and YoY.

Summary: One paragraph on the company's financial trajectory and any notable trends.

Example Usage

Try asking:

  • →"Pull Cloudflare (NET) financials for the last 8 quarters into a spreadsheet."
  • →"Compare SNOW vs DDOG vs NET revenue growth and margins over the last 2 years."
  • →"Build a financial model for CrowdStrike (CRWD) from their SEC filings."