> ## Documentation Index
> Fetch the complete documentation index at: https://docs.secapi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# GET /v1/companies/overview

> Return a first-party SEC company overview — a due-diligence briefing combining identity/classification (name, CIK, tickers, sector/industry from SIC, state…

Return a first-party SEC company overview — a due-diligence briefing combining identity/classification (name, CIK, tickers, sector/industry from SIC, state of incorporation, exchange, former names) with the latest material filing and a sector-aware financial snapshot derived from multi-year annual SEC XBRL facts. A companyType discriminator (operating / financial\_institution / pre\_revenue) drives which metrics are valid: financial institutions null gross/operating margin and free cash flow and lean on net margin, ROE, ROA, book value, and total assets. The revenue concept is recency-selected (the candidate whose latest fiscal year is most recent wins) so deprecated tags and wrong sub-lines never win. The base overview is intentionally light; pass include=segments,footnotes,dilution,factors to attach opt-in, bounded enrichments (footnotes is returned as a reference link rather than rendered inline; factors is a quantified, time-ranged quant factor-exposure snapshot — an exposure snapshot, not a forecast). Ships beta. Requires ticker or cik.

<Info>
  Audience: application and coding agent.
</Info>

## Canonical metadata

* `requestId`
* `traceparent`

## Example request

<RequestExample>
  ```bash theme={null}
  curl -X GET \
    -H "x-api-key: $SECAPI_API_KEY" \
    -H "secapi-version: 2026-03-19" \
    "https://api.secapi.ai/v1/companies/overview"
  ```
</RequestExample>

## Example response

<ResponseExample>
  ```json theme={null}
  {
    "requestId": "req_2ZK8Q1W9F4M6P7R3"
  }
  ```
</ResponseExample>

## Give this prompt to your agent

<Prompt>
  Use SEC API GET /v1/companies/overview to return a first-party SEC company overview — a due-diligence briefing combining identity/classification (name, CIK, tickers, sector/industry from SIC, state of incorporation, exchange, former names) with the latest material filing and a sector-aware financial snapshot derived from multi-year annual SEC XBRL facts. A companyType discriminator (operating / financial\_institution / pre\_revenue) drives which metrics are valid: financial institutions null gross/operating margin and free cash flow and lean on net margin, ROE, ROA, book value, and total assets. The revenue concept is recency-selected (the candidate whose latest fiscal year is most recent wins) so deprecated tags and wrong sub-lines never win. The base overview is intentionally light; pass include=segments,footnotes,dilution,factors to attach opt-in, bounded enrichments (footnotes is returned as a reference link rather than rendered inline; factors is a quantified, time-ranged quant factor-exposure snapshot — an exposure snapshot, not a forecast). Ships beta. Requires ticker or cik. Preserve `requestId`, `traceparent` in the output. Return a concise markdown summary plus the exact structured payload fields that a downstream engineer or agent should keep using this result.
</Prompt>

## Failure posture

* treat non-2xx responses as contract-aware failures, not free-form errors
* preserve `requestId` and `traceparent` in logs and downstream reports
* if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff