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.
Refresh a company's fundamentals
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.
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 “Watch a company” in Recued. Resolve one ticker to its SEC CIK once and keep it.
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.
What it reads
One XBRL concept for one company — every value it has reported for that tag, across all its filings — and keeps the newest periods.
Tag is the concept name as the SEC stores it. Common ones:
RevenueFromContractWithCustomerExcludingAssessedTax— revenue for most modern filersNetIncomeLoss— net incomeAssets,Liabilities,StockholdersEquity
⚠ There is no universal revenue tag. Filers choose which concept to report under, and it changes between eras and industries. A company that reports revenue under a different tag returns 404, which this recipe reports as not reported under that tag rather than as an error — try another tag rather than assuming the company filed nothing.
⚠ USD only. The response groups values by unit; this recipe reads units.USD and ignores the rest, so a foreign-currency filer will look empty. That is a real limit, not a bug, and the card says which units were present.
⚠ Both 10-K and 10-Q rows are kept, and they are not comparable. A 10-K value is usually a full year and a 10-Q a single quarter; the form column tells you which. Do not sum a column that mixes them.
⚠ Restatements exist. A later filing can report a different value for a period already stored. One period of one concept for one company is ONE row, and the first value observed is the one kept — refreshing never overwrites history and never adds a second row for a period you already have. Delete the datapoint if you want it re-read.
⛔ That rule is enforced by the store, not by this recipe, and it did not used to be. The recipe reads back what it already holds and skips those periods, but that read is capped at 200 rows — so a company with a long history compared itself against a fraction of itself, and every refresh past that point added the same periods again. The row id is now derived from the company, the concept and the period, so a period you already have is recognised however long the history is. The read-back stays as a shortcut; it is no longer what keeps the numbers right.
⚠ This reports what was filed. It is not advice, a score, or a recommendation, and nothing here values a company.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (34 steps)
company_id
trim
Trim whitespace from setting company id
id_present
compare
Check if company id has data
id_guard
guard
Stop if id present equals
company
?
found
compare
Check if company record id has data
found_guard
guard
Stop if found equals
cik
default
Apply default
cik_present
compare
Check if cik has data
cik_guard
guard
Stop if cik present equals
tag
trim
Trim whitespace from setting tag
cik_list
to_list
Apply to_list
concept_probe
?
defaults
defaults
Apply defaults
units
default
Apply default
unit_list
to_list
Apply to_list
unit_names
pluck
Extract key from each item
units_seen
join
Join items with ", "
usd_rows
default
Apply default
usd_count
count
Count items in usd rows
periodic
filter
Filter by condition
newest_first
sort
Sort by end
wanted
slice
Take a subset of
company_ref
template
Generate text from a template
stored
?
stored_rows
default
Apply default
stored_ends
pluck
Extract period_end from each item
stored_count
count
Count items in stored ends
fresh
filter
Filter by condition
fresh_rows
map
Extract from each item
fresh_count
count
Count items in fresh rows
write
?
refreshed_at
date_add
Add 0 seconds to
touch_company
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
tag
setting
=
RevenueFromContractWithCustomerExcludingAssessedTax
sec data
setting
=
taxonomy
setting
=
us-gaap
company id
setting
=
[object Object]
max periods
setting
=
8
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.