Read filing evidence with Claude.ai

Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.

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NexusTrade sec_edgar read recorded October 10, 2026. The reporting period ended 2026-06-27; the filing date was 2026-07-31.

Revenue

$109.417B109,417,000,000 USD

Operating income

$35.695B35,695,000,000 USD

Operating margin

32.62%Calculated as operating income ÷ revenue.

Operating margin describes this reported period. Keep annual and quarterly values separate, select the matching period explicitly, and retain the source filing. The fundamentals array includes older observations and is not ordered latest first.

These guides are independent choices after this research brief. Review any proposed paid research, historical test or portfolio change before authorizing it.

Expected output is dated filing rows or annual metric records, rather than a generic stock recommendation. If the source has no matching fiscal period, leave the comparison unresolved and follow the issuer link below.

Start the current company brief with the latest filed annual and quarterly periods returned by the tool. The historical worked example below checks your reconciliation method; it does not replace that current filing review.

Call sec_edgar with each argument object below. The first requests filing rows; the second requests inline annual XBRL metrics. Keep filing dates, accession identifiers and links returned by the tool. Do not use ingest_filings for this read-only check.

{
  "ticker": "AAPL",
  "action": "list_filings",
  "forms": [
    "10-K",
    "10-Q"
  ],
  "since": "2024-01-01",
  "limit": 10
}

{
  "ticker": "AAPL",
  "action": "fundamentals",
  "periods": "annual"
}

The Apple release published 2024-10-31 reports the fiscal year ended 2024-09-28. The statement values below are USD millions. This is a fixed historical source example, not the newest company report.

Dividing operating cash flow by revenue gives 30.24% for this annual period. That cash conversion ratio measures operating cash flow relative to reported sales. It is not free cash flow, a stock-return forecast or a reason to buy. A later release may restate an earlier value; retain the original source and explain any mismatch.

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Historical issuer-reported values, not trading performance.

Check the cash-flow statement period: a nine-month year-to-date value cannot be compared with a twelve-month revenue value. Normalize millions versus dollars before computing a ratio. Do not add a company metric to a price rule unless its historical availability is represented.

Use the returned AAPL filing rows and annual XBRL metrics. Reconcile FY2024 revenue 391,035 and operating cash flow 118,254, both USD millions, for the year ended 2024-09-28, against this source: https://www.apple.com/newsroom/pdfs/fy2024-q4/FY24_Q4_Consolidated_Financial_Statements.pdf. Build a table with metric, raw value, unit, start/end dates, fiscal period, source publication date and source URL. Separate any quarterly, year-to-date, annual and restated records. Explain mismatches rather than choosing the most favorable number. Return an AAPL review note with the filing table, unresolved differences and returned operation IDs. Do not create, backtest, deploy or trade a portfolio.

If the brief needs broader evidence, review a specific research_topic message before submitting it. Preserve researchJobId from the accepted response and poll get_research_status with research_job_id set to that exact returned value. PROCESSING means poll the same job; COMPLETED supplies report/citations; FAILED supplies an error. Another research_topic call starts another billed run.

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research_topic is asynchronous. Poll get_research_status with the same job ID instead of launching another billed research run for the same question.

We ran the two read-only sec_edgar requests below through NexusTrade on October 10, 2026. The filing list and quarterly fundamentals returned AAPL Q3 fiscal 2026, ending 2026-06-27, filed 2026-07-31. The original SEC statement's three-month columns agree with the revenue and operating income shown here after converting millions to USD.

Select the matching fiscal period and periodEnd explicitly. The returned fundamentals array includes older observations and is not ordered latest first. These recorded NexusTrade tool results provide a reference for your own filing reads. Preserve the returned filing date even when it differs from the earnings release date.

This receipt records a NexusTrade filing read on October 10, 2026. Optional historical exercises retain their own periods and units.

No matching rows. Clear the filter to see all records.

[
  {
    "ticker": "AAPL",
    "action": "list_filings",
    "forms": [
      "10-K",
      "10-Q"
    ],
    "limit": 2
  },
  {
    "ticker": "AAPL",
    "action": "fundamentals",
    "periods": "quarterly"
  }
]

Setup scope

These steps connect an individual account. For Team or Enterprise, an authorized owner adds it in Organization settings → Connectors; members then connect their own accounts through Customize → Connectors → Connect.

Open the button below. If the form is not prefilled, use Customize → Connectors → + Add → Add custom connector. Name it NexusTrade, paste the server URL, then Continue. Review detected authentication, Continue, choose Sign in now and finish with Add, and complete the NexusTrade sign-in. In a new Claude conversation, open + → Connectors and enable NexusTrade. These steps are for an individual account; organization setup is in the facts below.

What you should see: NexusTrade appears in your connectors and is enabled for this conversation. The next step checks which account its tools can read.

https://nexustrade.io/api/mcp

Skip this step if you only want to inspect the public filing in the next step. Before reading or changing an owned portfolio, ask for a read-only list, inspect one returned ID with get_portfolio and compare its name, strategies and deployment type. An authenticated empty list is valid for a new account.

What you should see: For owned records, you have the intended account response or an authenticated empty response. Resolve an account mismatch before saving anything. Public filing inspection does not require an owned-portfolio read.

Identity boundary

A server list or public filing read does not verify access to your owned portfolios.

Use fetch_portfolios with the JSON below. Read a portfolioId returned by that call with get_portfolio, setting its portfolio_id argument to the same value. Compare the name, type and strategies with the intended NexusTrade account. If no portfolio exists, keep the empty result and use the company data request next. Do not create anything during this check.

{
  "include_paper": true,
  "include_live": false,
  "include_chat_portfolios": true,
  "include_positions": false,
  "limit": 20,
  "page": 1
}