compare_periods

io.github.valuein/mcp-sec-edgar · Verify this server

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a `material_changes` count: this is the number of metrics whose `significance` ∈ {notable, significant} (i.e. absolute percentage change > 5%). Use it as a quick scalar to triage filings — anything > ~3 typically signals a material event worth deeper review. Use period format: 'FY2024' for annual, 'Q1-2024' for quarterly. Pass `period_a` as the EARLIER period and `period_b` as the LATER one — if you invert them the server auto-swaps and sets `swapped: true` in the response so deltas always carry the correct sign (rather than silently flipping). Point-in-time safe via as_of_date. Available on all plans.