# Otto AI: SEC Financial Statements by Ticker

> Otto AI: SEC Financial Statements by Ticker is a paid API for AI agents from x402.ottoai.services, paid per call via x402, $0.003/call, status unknown (last checked 2026-09-14).

Retrieves full SEC financial statements (income statement, balance sheet, cash flow) for any US-listed company by ticker, five periods deep, with XBRL concept labels, filing provenance, and restatement flags.

## Facts

- Endpoint: GET https://x402.ottoai.services/financial-statements
- Price: $0.003/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/otto-ai-sec-financial-statements-by-ticker-8b54b389
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_smszVOoMrbRC3NChs4dWC

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability otto-ai-sec-financial-statements-by-ticker-8b54b389
```

Example prompt: Pull the last 5 periods of SEC financial statements for AAPL — income statement, balance sheet, and cash flow — including both annual and quarterly, with XBRL concepts and any restatement flags.

## When to prefer this

Choose this endpoint when you need structured, XBRL-tagged SEC financial statement data for a US-listed company with full provenance (filing type, date, derivation method) and restatement history. It is preferable to generic financial data APIs when regulatory-grade sourcing, XBRL concept names, or restatement transparency matter. Ideal for financial modeling, compliance review, or any workflow requiring data traceable directly to SEC EDGAR filings.

## Known failure modes

- Invalid or unrecognized ticker returns status=unavailable with a reason string and no charge
- Company has no SEC EDGAR filings (foreign-listed, OTC-only, or delisted with no history) returns unavailable
- Fewer than five periods available returns whatever periods exist
- EDGAR data lag may mean most recent quarter not yet reflected
- Network or upstream EDGAR outage returns unavailable

## How this service works

Full SEC financial statements for any US-listed company by ticker: income statement, balance sheet and cash flow, five periods deep, annual and quarterly. Every figure names its XBRL concept, its filing and date, and whether it was filed, derived from year-to-date figures or computed; restatements flagged with the earlier value; unreported cells explicit. Plus the filing index (10-K/10-Q/8-K, item codes). SEC EDGAR, public domain.

## Output

A structured response containing income statement, balance sheet, and cash flow statement data for the requested ticker across up to five periods (annual and quarterly). Each line item includes its XBRL concept name, the associated SEC filing type (10-K/10-Q/8-K) and date, an indicator of whether the figure was directly filed, derived from year-to-date data, or computed, and a restatement flag with the prior value where applicable. Unreported line items are explicitly marked. Also includes the filing index with item codes. Returns status 'unavailable' (uncharged) for any >= 400 error.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [
      "ticker"
     ],
     "properties": {
      "ticker": {
       "type": "string",
       "description": "US-listed stock ticker symbol (e.g. AAPL, NVDA, TSLA)"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object",
     "required": [
      "status"
     ],
     "properties": {
      "data": {},
      "meta": {
       "type": "object"
      },
      "reason": {
       "type": "string",
       "description": "status=unavailable only; every >=400 is UNCHARGED"
      },
      "status": {
       "enum": [
        "success",
        "unavailable"
       ],
       "type": "string"
      }
     }
    }
   }
  }
 }
}
```

## Response schema (JSON Schema)

```json
{
 "type": "json",
 "example": {
  "data": {
   "cik": "0001045810",
   "name": "NVIDIA CORP",
   "note": null,
   "unit": "USD",
   "income": {
    "annual": {
     "lines": [],
     "periods": []
    },
    "quarterly": {
     "lines": [],
     "periods": []
    }
   },
   "ticker": "NVDA",
   "balance": {
    "annual": {
     "lines": [],
     "periods": []
    },
    "quarterly": {
     "lines": [],
     "periods": []
    }
   },
   "caveats": [],
   "filings": [],
   "cashFlow": {
    "annual": {
     "lines": [],
     "periods": []
    },
    "quarterly": {
     "lines": [],
     "periods": []
    }
   },
   "exchange": "Nasdaq",
   "generatedAt": "2026-09-03T15:00:00.000Z",
   "methodology": "https://docs.useotto.xyz/acp-swarm/sec-filings-methodology",
   "fiscalYearEnd": "0131",
   "filingsInIndex": 89,
   "reportedValues": 345,
   "sicDescription": "Semiconductors & Related Devices",
   "statementsAvailable": true,
   "noIssuerFundamentals": false
  },
  "meta": {
   "degraded": false,
   "validUntil": "",
   "generatedAt": "",
   "stalenessSec": 0
  },
  "status": "success"
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/otto-ai-sec-financial-statements-by-ticker-8b54b389/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from x402.ottoai.services](https://www.zero.xyz/host/x402.ottoai.services/llms.txt)