Start with one research job
Choose one issuer, form family, date range, and question that a reviewer can check. For example: find AAPL’s annual filings, locate a risk-factor phrase, then open the returned section. This is a better evaluation than asking whether a broad filing corpus “works.”Run the filing-to-section path
GET /v1/filings to establish the filing set. Use GET /v1/search/fulltext for words you expect in the filing, or GET /v1/search/semantic to find related language. Replace ACCESSION and SECTION_KEY only with values returned by the earlier calls.
Keep the evidence record
For each selected filing, retain the issuer identity, form, filing date, accession number, filing URL, filters, andrequestId. For a passage, retain the section key, returned text, and available provenance or freshness fields. A manifest record helps identify a filing; it is not, by itself, support for a passage-level claim.
When this is the right fit
Use SEC API when you need a documented route from an issuer filter to a filing and a reviewable section. Use direct EDGAR instead when your team intends to own collection, parsing, and document normalization. Test the exact forms, date ranges, exhibits, and presentation needs in your product; a result for one issuer does not establish availability for every filing type.Evaluate the edge cases
- Keep an empty response separate from a conclusion that no disclosure exists.
- Treat authorization, validation, quota, and unavailable-search responses as distinct states.
- Do not reuse a cursor after changing its filters.
- Open the SEC filing URL when tables, layout, definitions, or surrounding context affect the claim.
Next step
Move to a watchlist test only after one reviewer can reproduce a filing and section from the stored evidence record. Then estimate the request cadence for the actual issuer set.Filing API reference
Review filters and response fields.
Search API reference
Compare conceptual and literal retrieval.
Pricing and limits
Estimate the intended workload.
Create an API key
Start an issuer-specific proof.
Open the sandbox
Inspect a filing response.
Public pricing
Review expansion options.
1
Bound the universe
Choose one issuer, form family, and date range.
2
Select evidence
Carry the returned accession into section retrieval.
3
Test expansion
Measure the intended watchlist pattern before rollout.

