Financial reports scraper

Acquire official evidence for a ticker or portfolio: one tidy CSV, a coverage and provenance manifest, and optional SEC filing snapshots. The CSV is the input contract for fundamental-analysis. The default --period month is an extraction window, not a monthly financial statement.

Run the scripts by path (<skill-dir> is this skill's folder) from the user's working directory. Outputs go to --out-dir, which defaults to reports/ in the current directory; keep it outside the skill folder so collected data never lands in the skills repository.

1. Resolve the request

Resolve issuer and share-class identifiers and the information cutoff. Use --tickers or a portfolio CSV (company_name,type,isin,ticker, optionally cik; see portfolio.example.csv). Explicit CIKs skip the ticker-map download. iShares funds resolve by ISIN through scripts/data/ishares_catalog.json; a venue ticker alone is not enough.

Choose --period, explicit --start/--end, or --history-years. For fundamental analysis start with five years and extend when the selected scenario needs a longer history. Read the matching route:

• US-listed SEC registrant: scenario-us-equity-edgar.md
• Foreign private issuer or home-market filer: scenario-foreign-issuer.md
• UCITS ETF: scenario-ucits-etf.md
• Physically backed ETC: scenario-precious-metals-etc.md

Other repositories route through topic-map.md and remain explicit coverage gaps.