exa-labs / web-search-advanced-financial-report
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Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.
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---
name: web-search-advanced-financial-report
description: Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.
context: fork
---
# Web Search Advanced - Financial Report Category
## Tool Restriction (Critical)
ONLY use `web_search_advanced_exa` with `category: "financial report"`. Do NOT use other categories or tools.
## Filter Restrictions (Critical)
The `financial report` category has one known restriction:
- `excludeText` - NOT SUPPORTED (causes 400 error)
## Supported Parameters
### Core
- `query` (required)
- `numResults`
- `type` ("auto", "fast", "deep", "neural")
### Domain filtering
- `includeDomains` (e.g., ["sec.gov", "investor.apple.com"])
- `excludeDomains`
### Date filtering (ISO 8601) - Very useful for financial reports!
- `startPublishedDate` / `endPublishedDate`
- `startCrawlDate` / `endCrawlDate`
### Text filtering
- `includeText` (must contain ALL) - **single-item arrays only**; multi-item causes 400
- ~~`excludeText`~~ - NOT SUPPORTED
### Content extraction
- `textMaxCharacters` / `contextMaxCharacters`
- `enableSummary` / `summaryQuery`
- `enableHighlights` / `highlightsNumSentences` / `highlightsPerUrl` / `highlightsQuery`
### Additional
- `additionalQueries`
- `livecrawl` / `livecrawlTimeout`
- `subpages` / `subpageTarget`
## Token Isolation (Critical)
Never run Exa searches in main context. Always spawn Task agents:
- Agent calls `web_search_advanced_exa` with `category: "financial report"`
- Agent merges + deduplicates results before presenting
- Agent returns distilled output (brief markdown or compact JSON)
- Main context stays clean regardless of search volume
## When to Use
Use this category when you need:
- SEC filings (10-K, 10-Q, 8-K, S-1)
- Quarterly earnings reports
- Annual reports
- Investor presentations
- Financial statements
## Examples
SEC filings for a company:
```
web_search_advanced_exa {
"query": "Anthropic SEC filing S-1",
"category": "financial report",
"numResults": 10,
"type": "auto"
}
```
Recent earnings reports:
```
web_search_advanced_exa {
"query": "Q4 2025 earnings report technology",
"category": "financial report",
"startPublishedDate": "2025-10-01",
"numResults": 20,
"type": "auto"
}
```
Specific filing type:
```
web_search_advanced_exa {
"query": "10-K annual report AI companies",
"category": "financial report",
"includeDomains": ["sec.gov"],
"startPublishedDate": "2025-01-01",
"numResults": 15,
"type": "deep"
}
```
Risk factors analysis:
```
web_search_advanced_exa {
"query": "risk factors cybersecurity",
"category": "financial report",
"includeText": ["cybersecurity"],
"numResults": 10,
"enableHighlights": true,
"highlightsQuery": "What are the main cybersecurity risks?"
}
```
## Output Format
Return:
1) Results (company name, filing type, date, key figures/highlights)
2) Sources (Filing URLs)
3) Notes (reporting period, any restatements, auditor notes)