Documents & AI Insights

The financial_documents array contains all reports for a company — annual, quarterly, and earnings call transcripts — ordered newest-first. Each document may carry actual metrics, analyst estimates, and AI-generated insights depending on availability.

Financial document fields

JSON

{
  "_id": "doc_abc123",
  "year": 2024,
  "doc_type": "quarterly",
  "quarter": 4,
  "date": "2024-12-31",
  "filing_type": "10-Q",
  "pdf_url": "https://...",
  "json_url": "https://...",
  "actual": { "currency": "USD", "net_sales": 284.5, ... },
  "estimate": { "currency": "USD", "revenue": 310.0, ... },
  "ai_insights": { ... }
}

FieldTypeDescription

_idstringUnique document identifier.

yearnumberFiscal year of the report.

doc_typestring"annual", "quarterly", or "transcript".

quarternumber | nullQuarterly only: 1–4. null for annual.

datestring|nullPeriod end date in ISO 8601. null for estimate-only records.

filing_typestringUS only: "10-K" or "10-Q".

pdf_urlstring|nullSecure link to the source PDF.

json_urlstring|nullSecure link to the source data object. null for estimate-only records.

actualobject|nullStandardized actual financial metrics. null when not yet reported.

estimateobject|nullAnalyst consensus estimates. null when unavailable.

ai_insightsobject|nullAI-generated analysis with citations. null when not yet generated.

Transcript documents

Earnings call transcripts appear in the same array, identified by doc_type: "transcript". They carry a PDF link and an analyst Q&A summary — no financial metrics or full AI insights.

JSON

{
  "_id": "doc_xyz789",
  "year": 2024,
  "doc_type": "transcript",
  "quarter": 4,
  "date": "2025-02-12T14:00:00.000Z",
  "pdf_url": "https://...",
  "json_url": "https://...",
  "actual": null,
  "estimate": null,
  "ai_insights": {
    "analyst_qa": [
      {
        "title": "Revenue guidance for FY2025",
        "text": "Analyst asked about the revenue outlook. Management guided for 10-15% growth..."
      }
    ]
  }
}

AI insights

Present on annual and quarterly documents processed by EQL's AI research pipeline. Each sub-field is an array that may be empty if the relevant content was not extracted.

JSON

{
  "questions_answers": [
    {
      "question": "What drove revenue growth in Q4?",
      "answer": [
        {
          "title": "Product segment performance",
          "text": "...",
          "citation_indices": [3, 7]
        }
      ]
    }
  ],
  "summary": [
    { "title": "Quantitative Data", "text": "...", "citation_indices": [1] },
    { "title": "Qualitative Data",  "text": "...", "citation_indices": [2] }
  ],
  "positive_statements": ["Revenue grew 18% year-over-year ...", "..."],
  "negative_statements": ["Operating costs increased by 22% ...", "..."],
  "geographics": [
    { "title": "North America", "text": "...", "citation_indices": [5] }
  ]
}

Transcript ai_insights contains only analyst_qa. It does not include questions_answers, summary, positive_statements, negative_statements, or geographics.