TL;DR
Start a stock review with the issuer, a bounded question and original filing sources. The checked Apple example reports $109.417 billion revenue and $35.695 billion operating income for the three months ended June 27, 2026, filed July 31. Select that fiscal period explicitly rather than assuming the first returned row is newest. Keep statement duration, units and public availability separate from request dates, and leave missing comparisons unresolved. A sourced research note or scheduled review is not a trading strategy or order.
Follow one worked path
Start with the checked Apple quarter
Apple reported $109.417 billion revenue and $35.695 billion operating income for its three months ended June 27, 2026. The filing date is July 31. Check these values in the linked three-month columns; retain the stated units when comparing another period.
- Issuer
- Apple Inc. (AAPL)
- Period
- Q3 2026; three months ended June 27, 2026
- Filed
- July 31, 2026
- Revenue
- USD 109,417,000,000
- Operating income
- USD 35,695,000,000
A research note identifies Apple, Q3 fiscal 2026, period end, filing date and two checked USD values.
Read the original filing
Use the company's filings in the example and retain period, publication date and units for every metric.
The brief can be checked against its source, with missing and non-comparable fields named.
Inspect the next artifact
Open the prepared Aurora request to check the same quarter and its sources. Keep the unanswered earlier-period comparison with the note.
- Issuer
- Apple Inc. (AAPL)
- Period
- Q3 2026; three months ended June 27, 2026
- Filed
- July 31, 2026
- Revenue
- USD 109,417,000,000
- Operating income
- USD 35,695,000,000
The reviewed note keeps reported facts, source links and the remaining comparison separate.
Apple: an actual read-only product example
Show the table · 5 rows, 2 columns
| Checked field | Observed value |
|---|---|
| Issuer | Apple Inc. (AAPL) |
| Period | Q3 2026; three months ended June 27, 2026 |
| Filed | July 31, 2026 |
| Revenue | USD 109,417,000,000 |
| Operating income | USD 35,695,000,000 |
No matching rows. Clear the filter to see all records.
On October 10, 2026, we called NexusTrade sec_edgar twice: list_filings and fundamentals for AAPL. The filing list identified Apple Inc., its Q3 2026 10-Q filed July 31 and period end June 27. The product returned revenue $109.417 billion and operating income $35.695 billion for that quarter. We checked both against the three-month columns in the original SEC filing, whose tables are in millions.
Select period Q3 and year 2026 explicitly from fundamentals. The structured response contains multiple historical periods; its first element need not be the latest. Statement periods, filing dates and request dates answer different questions. Cash-flow statements often report year-to-date totals, so inspect their duration before calling a number a standalone quarter. No filing ingestion, paid research job or trading action was requested.
Get the filing identities first
Show get the filing identities first
Call sec_edgar with this JSON. Inspect entityName, cik, periodEnd, filed and archiveUrl. Open the filing before using a metric. list_filings reads filing identities; ingest_filings would save documents and is not needed for this example.
{
"ticker": "AAPL",
"action": "list_filings",
"forms": [
"10-K",
"10-Q"
],
"limit": 3
}Read and select the matching fundamentals
Show read and select the matching fundamentals
Call sec_edgar again. Locate the row whose period is Q3, year is 2026 and periodEnd is 2026-06-27. Compare totalRevenue and operatingIncome with the filing. Record missing fields explicitly rather than assuming a returned row contains every financial measure.
| Product field | Selected read-only response |
|---|---|
| totalRevenue | 109417000000 |
| operatingIncome | 35695000000 |
| periodEnd | 2026-06-27 |
| filed | 2026-07-31 |
No matching rows. Clear the filter to see all records.
{
"ticker": "AAPL",
"action": "fundamentals",
"periods": "quarterly"
}Start from an issuer and a question
Show start from an issuer and a question
Open the stock page and identify the company and ticker. Ask a question with a bounded period, such as how revenue, cash flow and disclosed institutional ownership changed across filings. The same symbol can belong to different securities across corporate changes, so review issuer identity.
Ask for sources and dates
Show ask for sources and dates
Ask Aurora for source links, statement periods, filing availability dates and caveats. Check the cited filing facts against the summary. Report missing fields as missing, and distinguish a disclosed position from a current real-time holding.
Save the research output
Show save the research output
The response should name the issuer, identify the statement periods and link the filings used for each material claim. Open the links and verify the reported values. If Aurora cannot find a source or a field, leave that comparison incomplete rather than filling the gap with an estimate. Keep the conversation and evidence in your workspace. A saved research question or scheduled review is not a trade. Use a paper workflow to test a separately authored strategy and review its assumptions before considering a brokerage action.
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