AgentSkillsCN

download-earnings

从SEC EDGAR下载某公司最近四个季度的财报。当用户需要“下载财报”“获取财报”“提取季度申报文件”时使用此功能。

SKILL.md
--- frontmatter
name: download-earnings
description: Download the last 4 quarterly earnings reports for a company from SEC EDGAR. Use when "download earnings", "get earnings reports", "fetch quarterly filings".
last-updated: 2026-02-09T14:56:55Z

Download the most recent quarterly earnings filings (10-Q) from SEC EDGAR and save them locally. See criteria.md for filing selection logic and template.md for output format.

1. Get company

Ask the user for a company name or ticker symbol.

2. Resolve ticker to CIK

The SEC requires a contact name and email on all requests to their data service.

Check .skillstate.json for a saved sec_contact field. If found, use it. If .skillstate.json is missing or unparseable, treat it as empty and create/repair it (preserving any existing standard fields if present).

If no sec_contact is saved, ask the user:

The SEC requires a name and email address on all requests to their filing database. This is sent directly to sec.gov with each request. If you want, I can save it locally on your machine so you won’t be asked again. Example: Jane Smith (jane@example.com). What should I use?

If the user wants it saved, store their response in .skillstate.json under the sec_contact field so they won't be asked again. If they prefer not to save it, use it only for this run.

Use the sec_contact value as the User-Agent header on every SEC request in this run.

Fetch https://www.sec.gov/files/company_tickers.json to find the company's CIK number.

  • •Search by ticker (exact match, case-insensitive) first.
  • •If no ticker match, search by company name (partial match).
  • •If multiple matches, present the options and ask the user to confirm.
  • •If no match, tell the user the company wasn't found on EDGAR and stop.

Keep both forms of the CIK:

  • •cik = the numeric CIK with no leading zeros (e.g. 320193) — use this for EDGAR Archives URLs.
  • •padded_cik = the 10-digit, zero-padded CIK (e.g. 0000320193) — use this for the submissions API URL below.

3. Fetch filing history

Fetch https://data.sec.gov/submissions/CIK{padded_cik}.json (with the same User-Agent).

The response contains a filings.recent object with arrays: form, filingDate, accessionNumber, primaryDocument, primaryDocDescription.

It may also include reportDate (the period of report). Capture it when present for the output summary.

Filter and select filings per criteria.md.

4. Download filings

Create the output directory: ./earning-reports/{TICKER}/

For each selected filing:

  • •Compute accession_number_no_dashes by removing dashes from accessionNumber.
  • •Build the document URL: https://www.sec.gov/Archives/edgar/data/{cik}/{accession_number_no_dashes}/{primaryDocument}
  • •If primaryDocument is missing or empty, fetch the filing directory index.json and select the first HTML report per criteria.md.
  • •Before downloading, check whether the destination file already exists and is non-empty. If so, skip it and note it in the summary.
  • •Download the document using curl or equivalent with the User-Agent header.
  • •Create safe_form for filenames by replacing / with - (e.g. 10-Q/A → 10-Q-A) and trimming spaces.
  • •Save as ./earning-reports/{TICKER}/{filingDate}_{safe_form}_{accession_number_no_dashes}.html (or appropriate extension).
  • •Verify the file is non-empty and not an error page.

Respect EDGAR's rate limits — wait briefly between requests if downloading multiple files.

If any SEC request returns a rate limit or transient error (e.g. 429/503), wait and retry a few times with increasing delays. If it still fails, stop and explain what happened.

5. Present summary

Use the format from template.md to show the user what was downloaded.