Use “Watch a company” in Recued. Resolve one ticker to its SEC CIK once and keep it.
Watch a company
Use “Watch a company” in Recued. Resolve one ticker to its SEC CIK once and keep it.
Complete workflow
Fundamentals Watch
4 pinned recipes
Use Fundamentals Watch in Recued for stocks, equities, sec, and edgar. It includes 8 built-in actions and 3 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Refresh a company's fundamentals” in Recued. Pull one reported xbrl concept for one watched company straight out of its SEC filings and keep the most recent periods. Only periods not already stored are added, so re-running is safe and cheap.
Use “Show a company's filed numbers” in Recued. List the stored periods for one company and concept, newest first, with the change against the period before it. Read-only — it calls the SEC not at all and shows only what a refresh already stored.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Adding a company
Give a ticker. It is looked up in the SEC's own ticker-to-CIK map and stored, so this is the only step that ever downloads that map.
⛔⛔ The CIK must be zero-padded to ten digits behind a CIK prefix, and the unpadded form silently 404s. Verified live on 2026-07-30: CIK0000320193 returns 200 and CIK320193, 0000320193 and 320193 all return 404. The map gives cik_str as a plain NUMBER (320193), so this recipe pads it — there is no pad transform, so it adds 10,000,000,000, splits the result into characters, drops the leading digit and rejoins. Ugly, deterministic, and the alternative is a 404 you would have to diagnose.
⚠ The ticker map is the WHOLE market — 10,426 entries, ~800 KB. That is why resolution happens once here rather than on every refresh, and why this recipe is slower than the ones that use the stored CIK.
⚠ A ticker that is not in the map cannot be watched. The map covers SEC registrants; a foreign listing, a fund, or a private company will not be there. The recipe stops and says so rather than storing a company whose refreshes would all fail.
⚠ Tickers are reused. The SEC's map is authoritative for who holds a ticker TODAY; a company that later changes ticker keeps working here, because what is stored is the CIK, not the symbol.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (31 steps)
ticker_raw
trim
Trim whitespace from setting ticker
ticker
uppercase
Convert ticker raw to uppercase
note
trim
Trim whitespace from setting note
ticker_present
compare
Check if ticker has data
ticker_guard
guard
Stop if ticker present equals
existing
?
existing_rows
default
Apply default
existing_count
count
Count items in existing rows
already_watched
compare
Check if existing count is greater than 0
already_guard
guard
Stop if already watched equals
ticker_map
?
map_entries
to_list
Apply to_list
map_size
count
Count items in map entries
map_rows
map
Extract from each item
matches
filter
Filter by condition
match_count
count
Count items in matches
found
compare
Check if match count is greater than 0
found_guard
guard
Stop if found equals
defaults
defaults
Apply defaults
cik_offset
math
Calculate cik number plus 10000000000
cik_offset_text
template
Generate text from a template
cik_chars
split
Split cik offset text into parts
cik_digits
slice
Take a subset of
cik_padded
join
Join items with ""
cik
template
Generate text from a template
cik_len
string_length
Apply string_length
cik_well_formed
all
Check if all conditions are true
cik_guard
guard
Stop if cik well formed equals
added_at
date_add
Add 0 seconds to
company_create
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
ticker
setting
=
sec www
setting
=