Important Disclaimer: EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. This open-source project is created by Stefano Amorelli and built by the community is not affiliated with or approved by the U.S. Securities and Exchange Commission.
SEC EDGAR MCP provides powerful tools for financial analysis, enabling deep dives into company performance, trend analysis, and cross-company comparisons.

​
Key Use Cases

Quarterly Earnings Analysis

Analyze quarterly performance, revenue trends, and earnings quality

Ratio Analysis

Calculate and compare financial ratios across time periods

Segment Performance

Break down performance by business segments and geographies

Peer Comparison

Compare metrics across industry peers and competitors

​
Financial Analysis Workflows

​
Quarterly Earnings Deep Dive

1

Request Analysis

You: "Analyze Apple's latest quarterly earnings performance"
2

AI Assistant Response

Assistant: I'll analyze Apple's latest quarterly earnings by examining their most recent 10-Q filing.

🔧 Tools used: get_cik_by_ticker, get_submissions, get_company_concepts

📊 Key Findings:
• Q4 2024 Revenue: $119.58 billion (+6% YoY)
• Net Income: $33.92 billion (+11% YoY)
• iPhone Revenue: $69.7 billion (+6% YoY)
• Services Revenue: $24.2 billion (+12% YoY)
• Gross Margin: 46.2% (improved from 45.0% last year)

📈 Analysis: Strong performance across all segments with particularly robust Services growth
3

Follow-up Query

You: "How does this compare to the same quarter last year?"

Assistant: Comparing Q4 2024 vs Q4 2023:

🔧 Tools used: get_xbrl_frames, get_company_concepts

📊 Year-over-Year Growth:
• Total Revenue: +6% ($119.58B vs $113.0B)
• iPhone: +6% ($69.7B vs $65.8B)
• Mac: +2% ($7.7B vs $7.6B)
• iPad: -7% ($6.4B vs $6.9B)
• Services: +12% ($24.2B vs $21.6B)
• Wearables: +1% ($11.5B vs $11.4B)

​
Financial Ratio Analysis

You: "Calculate Apple's key profitability ratios"

Assistant: I'll calculate Apple's profitability ratios using their latest financial data.

🔧 Tools used: get_cik_by_ticker, get_company_concepts

📊 Profitability Metrics (Q4 2024):
• Gross Profit Margin: 46.2%
• Operating Margin: 31.5%
• Net Profit Margin: 28.4%
• Return on Assets (ROA): 33.1%
• Return on Equity (ROE): 171.9%

💡 Analysis: Exceptionally strong profitability with industry-leading margins

​
Industry Comparison Analysis

​
Advanced Analysis Techniques

​
Time Series Analysis

You: "Show me Apple's revenue trend over the past 5 years with quarterly data"
Assistant: Analyzing risk factors from Apple's latest 10-K filing.

🔧 Tools used: get_cik_by_ticker, get_submissions, get_filing_txt_sections

📊 Key Risk Categories Identified:
• Supply chain dependencies (China manufacturing)
• Regulatory compliance and privacy laws
• Intense competition in tech markets
• Foreign exchange rate fluctuations
• Intellectual property protection
• Cybersecurity and data privacy

⚠️ Top Concerns:
• 90% of manufacturing in China creates geopolitical risk
• New EU and US privacy regulations affecting data use
• Competition from Samsung, Google in mobile markets

​
Best Practices

For accurate financial analysis, always verify data against official filings and consider using multiple data points for confirmation.
1

Data Validation

Cross-reference calculated ratios with published financial statements
2

Peer Selection

Choose appropriate industry peers with similar business models
3

Time Period Consistency

Ensure all comparison data uses the same reporting periods
4

Contextual Analysis

Consider macroeconomic factors and industry-specific trends

MCP Tools

Explore all available MCP tools for SEC data analysis
Created and maintained by Stefano Amorelli. Built together with the community.