Read filing evidence with VS Code Copilot

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 2026-06-30; the filing date was 2026-07-29.

Revenue

$331.839B331,839,000,000 USD

Operating income

$155.237B155,237,000,000 USD

Operating margin

46.78%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": "MSFT",
  "action": "list_filings",
  "forms": [
    "10-K",
    "10-Q"
  ],
  "since": "2025-01-01",
  "limit": 10
}

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

The Microsoft release published 2025-07-30 reports the fiscal year ended 2025-06-30. 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 48.33% 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 MSFT filing rows and annual XBRL metrics. Reconcile FY2025 revenue 281,724 and operating cash flow 136,162, both USD millions, for the year ended 2025-06-30, against this source: https://www.microsoft.com/en-us/Investor/earnings/FY-2025-Q4/press-release-webcast. 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 research/MSFT.md, strategies/msft-sma-v1.json and experiments/msft-sma-v1.md in your workspace. 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.

On October 10, 2026, we called sec_edgar with the two separate request objects below. The product returned a MSFT 10-K filed 2026-07-29, for the fiscal year ended 2026-06-30, and the FY2026 metric row shown here. We selected that row by fiscal year and period end, rather than assuming the first array entry was latest.

The amounts below are USD, while the linked issuer statement displays them in millions. Revenue and operating income answer different questions from operating cash flow. The compact fundamentals row does not supply operating cash flow; do not relabel freeCashFlow as that metric.

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": "MSFT",
  "action": "list_filings",
  "forms": [
    "10-K"
  ],
  "limit": 1
}

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

Configuration format

The full guide distinguishes portable .mcp.json from the supported VS Code profile format. Preserve other servers when merging configuration.

In VS Code’s Command Palette, run MCP: Add Server. Follow the remote HTTP setup with name nexustrade and URL https://nexustrade.io/api/mcp. Choose the intended workspace or global scope. Run MCP: List Servers, start NexusTrade, complete browser sign-in and enable the needed tools in Copilot chat.

What you should see: The server is started and its tools are available to the intended Copilot chat. A trusted server still needs the account read in the next step.

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 only NexusTrade read tools. Call fetch_portfolios, then get_portfolio with one returned portfolio ID. Report the ID, name, strategies and deployment type. If the authenticated list is empty, report that result. Do not create, edit, backtest, deploy or place orders.