FilingLantern

Retrieve the complete validated, immutable FIX or CME FY2024 to FY2025 evidence package: accounting reconciliation, atomic claims, exact source facts, reproducible formulas, matching-period excerpts and limitations. This is a separate two-issuer pilot, not analysis support for the full snapshot. This evidence pilot covers only the reviewed FIX and CME FY2024 to FY2025 annual pairs. Accounting must reconcile before claims are made. All calculations and challenges use deterministic source-bound rules, without a model API or a Codex session. A management quote must concern the same two years and is attributed commentary, not independent proof of a business cause. A new filing never replaces a reviewed card automatically. This is not a recommendation or a forecast. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

get_evidence_package

Recheck one existing claim against the same validated immutable evidence package. Returns supported, weakened, contradicted or insufficient_evidence, actual checks, limitations and evidence still needed. It is a bounded deterministic check, not an unrestricted AI investigation. This evidence pilot covers only the reviewed FIX and CME FY2024 to FY2025 annual pairs. Accounting must reconcile before claims are made. All calculations and challenges use deterministic source-bound rules, without a model API or a Codex session. A management quote must concern the same two years and is attributed commentary, not independent proof of a business cause. A new filing never replaces a reviewed card automatically. This is not a recommendation or a forecast. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

challenge_evidence_claim

Compare reported SEC facts for 2–5 covered companies, including operating income, cash from operations, liabilities, equity and diluted shares when those filings report them. Preserves each company’s own fiscal dates, source links and revenue definition. A fact with previously_reported was revised. Differences do not establish which stock to buy; no ranking, valuation or trade execution. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

compare_companies

Return additional rule-based observations from the same reviewed immutable package. No new facts are fetched, no cause is invented and no wider-issuer coverage is implied. This evidence pilot covers only the reviewed FIX and CME FY2024 to FY2025 annual pairs. Accounting must reconcile before claims are made. All calculations and challenges use deterministic source-bound rules, without a model API or a Codex session. A management quote must concern the same two years and is attributed commentary, not independent proof of a business cause. A new filing never replaces a reviewed card automatically. This is not a recommendation or a forecast. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

get_evidence_insights

Search the bounded 2122-company FilingLantern SEC snapshot by ticker, company name or sector. Returns coverage and snapshot date; this is not a live market search or an investment ranking. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

search_companies

Display the FIX or CME annual evidence package already retrieved with get_evidence_package. Use its exact package_id. The card shows the reconciliation, evidence and bounded challenges inside the host; it does not broaden coverage or generate a saved AI analysis. This evidence pilot covers only the reviewed FIX and CME FY2024 to FY2025 annual pairs. Accounting must reconcile before claims are made. All calculations and challenges use deterministic source-bound rules, without a model API or a Codex session. A management quote must concern the same two years and is attributed commentary, not independent proof of a business cause. A new filing never replaces a reviewed card automatically. This is not a recommendation or a forecast. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

render_evidence_card

Prepare identifiers for a user-requested conversation analysis of one company in the active coverage index. On initial preparation, show the button and wait for the user to send the prepared request; this tool result alone does not authorize analysis. Preparing, copying or drafting does not initiate analysis. When the user sends an explicit request, then use get_company_facts and get_filing_excerpt to analyze, rather than preparing or rendering another waiting button. This is not a reviewed backend analysis and it does not run a background model. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

prepare_conversation_analysis

Read one limited plain-text fragment of an original SEC filing for any company in the active verified coverage index. Pass only the ticker, period, an accession already present on the active card, and optionally a zero-based part. A URL is not accepted. The server chooses the HTML filing for that same accession when the card lists one, and keeps any XBRL instance URL and hash separate. Hidden XBRL contexts are not returned as a discussion. The fragment includes its source, character location, normalization and the hash of the fetched bytes. It is retrieved text, not a reviewed analysis. If the discussion cannot be read, or a stored hash does not match the file that hash belongs to, the result is an explicit gap and no explanation is invented. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

get_filing_excerpt

Read revenue, net income, diluted EPS, assets, and—when the filing reports them—operating income, cash from operations, liabilities, stockholders equity and diluted weighted-average shares. Includes matched year-over-year comparisons and SEC source links for one covered company and reported period. Returns edition.document_sha256 and edition.universe_hash taken from the active verified index, never from the caller. A fact with previously_reported was revised by a later filing; missing facts stay missing. Explicitly returns filing dates, data limitations and whether management reading notes were reviewed. No quotes, forecasts or advice. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

get_company_facts

Show the button that prepares one analysis request for the user to send in this conversation. Call prepare_conversation_analysis first, or pass the same ticker and period. On initial rendering, wait for the user to send the prepared request; this tool result alone does not authorize analysis. Preparing, copying or drafting does not initiate analysis. When the user sends an explicit request, then use get_company_facts and get_filing_excerpt to analyze, rather than rendering another waiting button. The button does not save a review. Answer in the user's language. Include the exact fiscal start/end dates, snapshot date and clickable SEC source links for financial results. Explain reading_notes.message in plain language rather than exposing internal status codes or JSON field names. When previously_reported is present, say the amount was revised and cite both amounts with their filing dates. Do not call a fact revised when that field is absent. When a comparison includes a reason, use that sentence and do not invent another cause for a missing fact or a missing percentage. If asked which stock to buy or sell, do not select a preferred stock, offer a conditional investment pick, or call a ranking the nearest equivalent of a recommendation. For requests solely for orders, investment recommendations, live quotes or private account information, explain that these functions are unsupported and do not call research tools to substitute a different task. You may suggest a neutral comparison of reported facts as a possible next question, without retrieving data unless the user explicitly requests reported facts. Faster reported growth does not establish investment suitability. Do not invent causes for unreviewed filings. Always disclose period.source_status when a newer report or amendment is absent from the card, including its report end, filing date and SEC link. The latest period in Company Facts is not a guarantee of the latest EDGAR report. Alternative ProfitLoss facts have a separate scope and must not fill NetIncomeLoss or the strict accounting equation.

render_conversation_analysis