docs: document fundamentals as filed

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2026-09-17 02:37:15 +00:00
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@@ -242,6 +242,24 @@ print(decision)
See `tradingagents/default_config.py` for all configuration options. See `tradingagents/default_config.py` for all configuration options.
### Fundamentals as filed
US company statements can come from SEC EDGAR, which records the date every figure was filed. A run dated in the past then reads the statements exactly as they stood that day: a fiscal year that has ended but has not been filed yet is not served, and a figure restated later still reads as first reported. Apple's 2008 total assets were filed as $39.6B and restated to $36.2B in 2010, and a run dated in between gets $39.6B.
EDGAR needs no account or API key. Add the vendor to the chain:
```python
config["data_vendors"]["fundamental_data"] = "sec_edgar,yfinance"
```
SEC asks callers to identify themselves and refuses requests that carry no contact address, so a default one is sent. Set your own so SEC can reach you rather than the project:
```bash
SEC_EDGAR_USER_AGENT="Your Name your@email.com"
```
It covers companies that file with the SEC, including foreign companies listed in the US. Anything else, such as Hong Kong or A-share listings, falls through to the next vendor in the chain. EDGAR's machine-readable filings begin in 2009, and a fourth quarter is reported as unavailable rather than derived, because filers publish it only inside the annual figure.
### Current holdings ### Current holdings
By default the agents do not know what you hold, so their guidance is written for a reader who applies it to their own position. Pass a portfolio to have the trader, the risk analysts and the portfolio manager work against your actual book. By default the agents do not know what you hold, so their guidance is written for a reader who applies it to their own position. Pass a portfolio to have the trader, the risk analysts and the portfolio manager work against your actual book.