Search Company Documents By Ticker

Search for documents related to a company by ticker symbol.

Ideal for building a document selector interface where users can search for specific documents to analyze, and then pass the document IDs to the RAG API for focused analysis.

• ticker: Ticker symbol of the company
• query: Optional text to search for in document metadata or to detect document type Examples:
  • "10k" or "annual" to find 10-K reports
  • "quarterly" or "10q" to find 10-Q reports
  • "transcript" or "call" to find earnings call transcripts
  • "8k" to find 8-K filings
  • "proxy" or "14a" to find proxy statements
• documentTypes: Optional explicit filter for specific document types
• startDate: Optional start date filter (YYYY-MM-DD)
• endDate: Optional end date filter (YYYY-MM-DD)
• limit: Maximum number of results to return (default: 50)

Note: All JSON fields use camelCase naming convention.

Path Parameters
ticker Ticker — REQUIRED

Query Parameters
query Query Text to search for in document metadata Text to search for in document metadata
documentTypes Documenttypes Filter by document types: '10-K', '10-Q', '8-K', 'transcript', 'DEF 14A' Filter by document types: '10-K', '10-Q', '8-K', 'transcript', 'DEF 14A'
startDate Startdate Filter documents after this date (YYYY-MM-DD) Filter documents after this date (YYYY-MM-DD)
endDate Enddate Filter documents before this date (YYYY-MM-DD) Filter documents before this date (YYYY-MM-DD)
limit Limit Maximum number of records to return Maximum number of records to return

Responses
200 Successful Response Schema — OPTIONAL object[] sourceType Sourcetype Type of document: One of 10-K, 10-Q, 8-K, 20-F, 40-F, 6-K, transcript, DEF 14A, DEFM14A, DEF 14C, DEFM14C ticker Ticker Company ticker symbol date Date Document date (filing_date or transcript_date) fiscalPeriod Fiscalperiod — OPTIONAL Fiscal period of the document documentId Documentid Unique identifier for the document in the database sourceLink Sourcelink Direct link to access this document via the API additionalKwargs object — OPTIONAL Additional chunk metadata like similarity_score
422 Validation Error Schema — OPTIONAL detail object[] — OPTIONAL loc undefined[] msg Message type Error Type