# get_filing_summary

An existing AI summary of a company's SEC filing: sections, bullets and the quoted passages they rest on with their positions. Newest summarised 10-K/10-Q/8-K by default, or one accession; never generates a summary.

- Group: Filings
- REST: `GET https://api.fundalyze.ai/api/public/v1/get_filing_summary` with the parameters as the query string
- MCP: the `get_filing_summary` tool on `https://api.fundalyze.ai/mcp`
- HTML page: https://fundalyze.ai/developers/reference/get_filing_summary

## Parameters

| Parameter | Type | Default | Description |
|---|---|---|---|
| `ticker` (required) | string (up to 12 characters) | — | US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure. |
| `accession_number` | string | — | SEC accession, e.g. 0000320193-25-000079; omit for the newest summarised 10-K, 10-Q or 8-K. |

## Example

REST:

```bash
curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_filing_summary?ticker=AAPL"
```

MCP `tools/call`:

```json
{
  "name": "get_filing_summary",
  "arguments": {
    "ticker": "AAPL"
  }
}
```

Response `text` (generated Oct 7, 2026):

```text
AAPL · 10-Q filed 2026-07-31 (period 2026-06-27) · accession 0000320193-26-000020 · AI-generated summary; it may contain errors. Check the filing. Model x-ai/grok-4.6, 2026-08-14.
- Apple designs, manufactures and sells iPhone, Mac, iPad, Wearables/Home/Accessories and related Services (App Store, subscriptions, etc.); fiscal Q3 2026 ended 27 Jun 2026.
- Q3 net sales $109.4bn (+16% YoY), products $78.7bn / services $30.7bn; gross margin $54.8bn; operating income $35.7bn; net income $29.8bn; diluted EPS $2.02 (vs $1.57). Nine-month sales $364.4bn (+16%), net income $101.5bn, diluted EPS $6.88.
- iPhone $54.3bn (+22%, Pro models), Mac $10.4bn (+29%, laptops), Services +12%; iPad –6%. All regions grew (Greater China/Europe +22% each); R&D jumped to $11.7bn from $8.9bn.
- Inventories nearly doubled to $11.1bn (components $7.6bn vs $2.1bn); net intangibles rose to $20.3bn from $11.1bn. Operating cash flow $117bn (9mo); $62bn buybacks + $12bn dividends; commercial paper cut to $2.0bn.
- Material risks: intensifying component shortages/cost inflation (advanced semis, NAND, DRAM) expected to pressure revenue, costs and GM (price hikes may not offset and could cut demand); evolving U.S. tariffs (Section 232 semis, 301, post-IEEPA refunds) plus retaliatory measures threaten supply chain, rare earths, pricing and consumer spend.
- Unusual: Q3 launch of Siri AI plus iOS/macOS/iPadOS 27 suite; large inventory/intangible build amid supply constraints; equity now $107.5bn after prior retained-earnings deficit.
Other summarised filings:
form,filing_date,accession_number
10-K,2025-10-31,0000320193-25-000079
More: https://fundalyze.ai/filings/AAPL/0000320193-26-000020
```

Response `data`:

```json
{
  "ticker": "AAPL",
  "cik": 320193,
  "accession_number": "0000320193-26-000020",
  "form": "10-Q",
  "filing_date": "2026-07-31",
  "report_date": "2026-06-27",
  "ai_generated": true,
  "notice": "AI-generated summary; it may contain errors. Check the filing.",
  "model": "x-ai/grok-4.6",
  "generated_at": "2026-08-14T02:12:55.635526+00:00",
  "sections": null,
  "summary_markdown": "- Apple designs, manufactures and sells iPhone, Mac, iPad, Wearables/Home/Accessories and related Services (App Store, subscriptions, etc.); fiscal Q3 2026 ended 27 Jun 2026.\n- Q3 net sales $109.4bn (+16% YoY), products $78.7bn / services $30.7bn; gross margin $54.8bn; operating income $35.7bn; net income $29.8bn; diluted EPS $2.02 (vs $1.57). Nine-month sales $364.4bn (+16%), net income $101.5bn, diluted EPS $6.88.\n- iPhone $54.3bn (+22%, Pro models), Mac $10.4bn (+29%, laptops), Services +12%; iPad –6%. All regions grew (Greater China/Europe +22% each); R&D jumped to $11.7bn from $8.9bn.\n- Inventories nearly doubled to $11.1bn (components $7.6bn vs $2.1bn); net intangibles rose to $20.3bn from $11.1bn. Operating cash flow $117bn (9mo); $62bn buybacks + $12bn dividends; commercial paper cut to $2.0bn.\n- Material risks: intensifying component shortages/cost inflation (advanced semis, NAND, DRAM) expected to pressure revenue, costs and GM (price hikes may not offset and could cut demand); evolving U.S. tariffs (Section 232 semis, 301, post-IEEPA refunds) plus retaliatory measures threaten supply chain, rare earths, pricing and consumer spend.\n- Unusual: Q3 launch of Siri AI plus iOS/macOS/iPadOS 27 suite; large inventory/intangible build amid supply constraints; equity now $107.5bn after prior retained-earnings deficit.",
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/0000320193-26-000020-index.html",
  "other_summaries": [
    {
      "accession_number": "0000320193-25-000079",
      "form": "10-K",
      "filing_date": "2025-10-31",
      "report_date": "2025-09-27"
    }
  ]
}
```

## Fields of `data`

| Field | Meaning |
|---|---|
| `other_summaries` | Other filings of the company that already have a summary (list; see other_summaries[]). |
| `other_summaries[].report_date` | Period end the filing reports on (ISO). |
| `sections` | The summary's sections (list; see sections[]). |
| `ticker` | Ticker. |
| `cik` | SEC CIK. |
| `accession_number` | Accession of the summarised filing. |
| `form` | Form type. |
| `filing_date` | Filing date. |
| `report_date` | Period of report. |
| `ai_generated` | Always true. |
| `notice` | The AI-generated caveat. |
| `model` | Model that wrote the summary. |
| `generated_at` | When it was generated (ISO timestamp). |
| `sections[].title` | Section heading. |
| `sections[].bullets[].text` | One finding. |
| `sections[].bullets[].citations[].quote` | Verbatim passage the bullet rests on. |
| `sections[].bullets[].citations[].start` | Character offset of the quote in the filing's visible text; null when not found. |
| `sections[].bullets[].citations[].end` | End offset. |
| `sections[].bullets[].citations[].verified` | true when the quote was located in the filing. |
| `summary_markdown` | The summary as markdown, only for an older summary without sections. |
| `sec_url` | The filing's index page on sec.gov. |
| `other_summaries[].form` | Another summarised filing's form. |
| `other_summaries[].filing_date` | Its filing date. |
| `other_summaries[].accession_number` | Its accession, to pass as accession_number. |

## The link

Every answer ends with `More: <link>`, and REST returns the same URL as `link`: the fundalyze.ai page where the figures can be checked. Cite it when you show the data to others.