10-Q Tracker — Extract Quarterly Financials the Moment They Drop

name: tenq_tracker
schedule: "0 8 * * 1-5"
steps:
  - fetch_filings:
      type: "10-Q"
      ciks: "{{ watchlist_ciks }}"
      since: "{{ last_run_date }}"
  - extract_xbrl:
      metrics:
        - Revenues
        - NetIncomeLoss
        - OperatingIncomeLoss
        - CashAndCashEquivalentsAtCarryingValue
        - EarningsPerShareDiluted
  - compare:
      to: prior_quarter
      flag_if_change_pct_exceeds: 10
  - llm:
      prompt: |
        Summarize this 10-Q filing in a structured brief:
        - Revenue vs prior quarter
        - Key changes in operating income
        - Notable MD&A language
        - Any new or changed risk factors
        Data: {{ xbrl_data }}
  - notify:
      channel: email
      subject: "📋 10-Q Filed: {{ ticker }} Q{{ quarter }} {{ year }}"

import httpx

def get_company_facts(cik: str, metric: str):
    padded = cik.zfill(10)
    url = f"https://data.sec.gov/api/xbrl/companyfacts/CIK{padded}.json"
    headers = {"User-Agent": "YourName your@email.com"}
    r = httpx.get(url, headers=headers)
    facts = r.json()
    # Navigate to the metric
    us_gaap = facts.get("facts", {}).get("us-gaap", {})
    if metric not in us_gaap:
        return []
    units = us_gaap[metric].get("units", {})
    # Get USD values, filter for 10-Q form
    usd = units.get("USD", [])
    quarterly = [v for v in usd if v.get("form") == "10-Q"]
    return sorted(quarterly, key=lambda x: x["end"], reverse=True)