MetricDuck
metricduck/filing-intelligenceResearch U.S.-listed public companies from their SEC filings. Get multi-period financial statements and as-filed XBRL facts, track a metric across fiscal periods, screen and compare companies on fundamentals, read filing sections (risk factors, MD&A, earnings releases, proxy statements), and run full-text search across SEC EDGAR. Financial statements, XBRL facts and filing text cite the filing they come from. Coverage: 10-K and 10-Q (and amendments), 8-K, DEF 14A, and 20-F, 40-F and 6-K for foreign issuers that file with the SEC; end-of-day stock prices come from a market-data feed. Insider and ownership filings (Forms 3/4/5, 13D/G), institutional holdings (13F) and offering documents (S-1, 424B) have no structured data, but full-text search can locate them. Updated daily from SEC EDGAR. Informational research tool, not investment advice.
Score: 100/100
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Tools · 23
Use this when the user asks what MetricDuck has on a company or wants to start researching one: "what filings do you have for X?", "what's notable about X?", "where do I start on X?". One call returns…
Use this when you have a company name or an ambiguous ticker and need the exact ticker (or CIK) before calling other tools. Fuzzy name/ticker match: handles partial names ("micro" -> MSFT), typos, and…
Use this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet and segment mix in one call; get_financials gives the multi-period state…
Use this when the user asks for a share price on a date or a return between two dates: daily end-of-day close, adj_close and volume for US-listed stocks, from a market-data feed, not SEC filings; get_…
Use this when the user asks for a company's income statement, balance sheet or cash flow over several quarters or years: all three statements in one call, up to 10 years, each period cited to its fili…
Use this when the user asks how a company compares with its peers or named rivals: a side-by-side table of ~70 metrics (latest TTM, FY or Q), its rank on ROIC, operating margin and revenue growth, and…
Screen US companies by financial metrics. Find stocks matching quantitative criteria. Metric IDs, period types (incl. growth: period_type="ttm.yoy") and sector codes are listed on the `filters` / `se…
Use this when the user asks which filings a company has made — its 10-K annual reports, 10-Q quarterly reports, 8-K current reports (earnings releases, events, call transcripts), proxy statements (DEF…
Use this when the user asks what a 10-K, 10-Q or 8-K says — risk factors, MD&A, the business description, an earnings release and its guidance / outlook, an 8-K event, a proxy (DEF 14A) — and for earn…
Use this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, r…
Use this when the user asks what matters in a company's latest 10-K or 10-Q — red flags, accounting quality, debt and liquidity stress, top risks, management tone and guidance, segments and customer c…
Use this when the user asks which companies show a red flag or event across filings, earnings releases or earnings calls — "which companies lowered guidance?", "who has covenant risk or debt coming du…
Search the full text of SEC filings since 2001 to find companies related to any concept — a product, technology, regulation, event, or company. Returns filing-level results with aggregated statistics…
Use this when the user asks what a company just reported in its earnings release: the 8-K's headline income statement (revenue, operating income, net income, diluted EPS) and as-released cash flow (OC…
Did management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both side…
How has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker. This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents …
Use this when the user asks for one metric in a given period or over time (gross margin, ROE, P/E and 250+ more): its Q, FY or TTM series; get_financials returns whole statements, and compare_companie…
The DERIVATION of one COMPUTED metric — its human formula + immediate inputs (each value + source), one level at a time. The audit / verify affordance for derived figures (margins, ratios, ROIC, FCF, …
Retrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release t…
Retrieve a company's IR event CALENDAR — UPCOMING and PAST investor-relations events (earnings calls, annual/shareholder meetings, broker conferences, investor days) with the materials attached to eac…
Per-fiscal-period earnings DOCUMENT INDEX — one row per quarter/year gathering the documents for that reporting period: the 8-K press release, the earnings-call transcript (with prepared-remarks / Q&A…
Use this when the user asks what SEC filings came out recently — "any new 10-Ks, 10-Qs or 8-Ks this week?", "which of my portfolio companies filed since Monday?", "who reported earnings today?" — acro…
Call ONLY when the user asks to send feedback to MetricDuck. Pass the user's words in message; set source=user when the user wrote it, model when you summarised it. Sends the text to the MetricDuck te…
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://www.metricduck.com/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"metricduck": {
"url": "https://www.metricduck.com/mcp",
"transport": "http"
}
}
}