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Watch a company

by recued-core v3 35 views

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 9 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.

Watch a company
This recipe

Use “Watch a company” in Recued. Resolve one ticker to its SEC CIK once and keep it.

pack:fundamentals-watchstockssecedgar
by recued-core pinned v3

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.

pack:fundamentals-watchstockssecedgar
by recued-core pinned v4

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.

pack:fundamentals-watchstockssecboard
by recued-core pinned v3
View pack details, dependencies, and permissions →

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 31 steps

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 recued-core.fundamentals-watch.company.search
Search company on fundamentals watch
■ 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 recued-core.sec-edgar-www.company.ticker_map_read
Ticker map read company on sec edgar www
■ 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 recued-core.fundamentals-watch.company.create
Create company on fundamentals watch
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =
ticker setting =

Uses (3 operations)

Pack operation Search company on fundamentals watch recued-core.fundamentals-watch.company.search
Pack operation Ticker map read company on sec edgar www recued-core.sec-edgar-www.company.ticker_map_read
Pack operation Create company on fundamentals watch recued-core.fundamentals-watch.company.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Write Pack Fundamentals Watch external change
Read: company.search · No approvalWrite: company.create · No approval

1 more isn't listed here. You'll see it at install.

About

Tags

pack:fundamentals-watchstockssecedgarrecordsv2

Details

31 steps 2 configurable settings recipe_id: add-watched-company