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Each quickstart starts with one authenticated request and ends with a record a reviewer can reopen. Set the API key in your shell; do not put it in source code or browser JavaScript.

Compare two reported 13F periods

Use a manager CIK, not an issuer ticker. This request compares reported 13F positions; it does not describe a manager’s current portfolio.
Expected output: a comparison response for the manager’s reported periods. For each position you use, retain the manager CIK, both report dates, position identifier, filing provenance, and requestId. A missing position can reflect the chosen periods, filing amendments, or disclosure rules; it is not proof of a trade.

Retrieve the latest Risk Factors section

Expected output: the latest AAPL Form 10-K Item 1A section in the agent response shape. Save its accession number, filing URL, section key, and requestId with any extracted passage. 404 means this issuer/form/section combination did not resolve; an empty or unavailable section is not evidence that the issuer has no risks.

Find passages before reading the source section

Expected output: up to ten cited passages. Keep every citation field and open the cited filing section before quoting or interpreting it. 400 means a query parameter is invalid; an empty result can reflect the selected issuer, form, or indexed text rather than the absence of a disclosure.

Configure monitor delivery, then reconcile it

Monitor and webhook changes are organization control-plane actions. In the signed-in Delivery dashboard, create a public HTTPS endpoint subscribed to monitor.match, then create a narrow monitor for the tickers, forms, and query you need. Store the one-time signing secret in a secret manager and make the receiver idempotent by event ID. Use the monitor ID to inspect the current saved-search window:
This inspection read does not advance the monitor cursor and does not prove a future delivery. Reconcile it with recorded attempts at GET /v1/webhook_endpoints/WEBHOOK_ID/deliveries; a 2xx delivery attempt is not proof that the receiving application accepted the event.

Next steps