# financial-research

> Claude/Codex skill by [@firecrawl](https://omgskills.com/library/firecrawl/index.md) · 1.2k stars · Updated 2026-04-19

Pull company financials, SEC filings, and analyst consensus for a public company. Use this skill whenever the user says "10-K", "10-Q", "earnings", "revenue of", "financials for", "analyst rating for", "price target for", or provides a stock ticker. Combines SEC EDGAR for official filings with Yahoo Finance / TipRanks for analyst data. Search + scrape only; no interact needed.

## Install

```sh
git clone https://github.com/firecrawl/web-agent /tmp/web-agent && ln -s /tmp/web-agent/agent-core/src/skills/definitions/financial-research ~/.claude/skills/financial-research
```

## From README

Financial Research Extract official financials from SEC filings and cross-reference with analyst consensus. Public companies only. When to use User asks for a company's financials: "revenue of NVIDIA", "Apple's latest 10-K" User asks for analyst sentiment: "what are analysts saying about TSLA?" User provides a ticker with no clear verb: "MSFT" → assume they want a financial overview User wants an earnings summary before or after a release Do NOT use for private company research, crypto, or macro/market commentary — deep-research handles those better. Strategy Resolve the ticker. User gave a ticker: use it directly. User gave a company name: search " stock ticker" and confirm from the top result. Get the latest SEC filing. Use the sec.gov playbook to locate the most recent 10-K (annual) or 10-Q (quarterly). Scrape the filing index page, then the primary filing document. Extract: revenue, net income, operating income, EPS (basic and diluted), gross margin, forward guidance if given.

## Links

- HTML page: https://omgskills.com/skills/firecrawl/firecrawl-agent/financial-research/
- GitHub: https://github.com/firecrawl/web-agent
- Author: [@firecrawl](https://omgskills.com/library/firecrawl/index.md)

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