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.
Show a company's filed numbers
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.
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 “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 “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Reading it
Newest period first, with Change against the row below it.
⛔ The change column is only meaningful between LIKE periods. If the list mixes 10-K and 10-Q rows, a change from a quarter to a full year is arithmetic, not information. Filter by form, or read the Form column before believing a percentage.
⚠ Nothing here is annualised, adjusted, split-adjusted or per-share unless the concept you stored already was. A raw XBRL value is what the company filed, in the unit it filed it.
⚠ This calls nothing. It is the stored view; run Refresh a company's fundamentals for anything newer, and note the company's refreshed_at on the card to see how stale this is.
⚠ It reports; it does not advise. No target, no rating, no valuation.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (24 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
company_ref
template
Generate text from a template
tag
trim
Trim whitespace from setting tag
points
?
rows
default
Apply default
newest_first
sort
Sort by period_end
row_count
count
Count items in newest first
prior
slice
Take a subset of
indexed
map
Extract from each item
quarters
filter
Filter by condition
annuals
filter
Filter by condition
quarter_count
count
Count items in quarters
annual_count
count
Count items in annuals
mixed_forms
all
Check if all conditions are true
mix_warning
ternary
Apply ternary
defaults
defaults
Apply defaults
delta
math
Calculate latest value minus prior value
table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
tag
setting
=
RevenueFromContractWithCustomerExcludingAssessedTax
limit
setting
=
24
company id
setting
=
[object Object]