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Disclosure Alpha

Integration Pathways

Same pipeline. Pick your surface.

Twelve persona workflows across HTTP API, batch data pipelines, CLI, Python SDK, and MCP — all calling the same deterministic engine.

Persona workflows · Choose your surface · Workflows · HTTP API reference · Why deterministic scoring

Persona Workflows

Built for your role

Run disclosure-alpha-api locally. Same deterministic scores as CLI — REST for dashboards, services, and research stacks.

01 / METRICS

Quant / researcher

Raw metrics, flags, and diffs for custom models

GET /v1/company/{ticker}/disclosure-metrics

Tone ratios, boilerplate proxies, boolean risk flags, and section diffs without score aggregation. Use compare=prior|none and optional sections= filters.

RAW

METRICS + FLAGS + DIFFS

HTTP API guide →

02 / RISK

Risk analyst

Filing-level disclosure risk scores with component breakdown

GET /v1/company/{ticker}/disclosure-matrix

Headline overall_disclosure_risk_score (0–100), nine headline components, score_coverage_ratio, and missing_components. tier=standard or analyst adds metrics and provenance.

0–100

RISK SCORE RANGE

Understanding scores →

03 / DASHBOARD

Dashboard / product engineer

Headline score only for tiles and sort columns

GET …/disclosure-matrix?tier=lite

Minimal JSON with overall_disclosure_risk_score only — ideal for dashboard tiles, watchlists, and internal tools that need one number per ticker.

lite

HEADLINE ONLY

HTTP API guide →

04 / COMPLIANCE

Compliance / audit analyst

Risk flags or YoY changes without full scoring

GET …/disclosure-flags · GET …/disclosure-changes

Boolean risk events (material weakness, restatement, going concern) or section-level year-over-year diff detail — without recomputing the full disclosure matrix.

2

FLAGS + CHANGES

HTTP API reference →

Choose your surface

What do you have?

Pick an input type. We'll point you to the right entry point.

SURFACE_SELECTOR::INPUT_MAP
choose_your_surface

Compare all surfaces · Full guide on ReadTheDocs ↗

Quick Start Recipes

Common Workflows

01

Score one company

  1. 01 pip install "disclosure-alpha"
  2. 02 export SEC_USER_AGENT="YourName your@email.com"
  3. 03 disclosure-alpha score --ticker AAPL --fiscal-year 2025 --form 10-K
CLI quickstart →
02

First run (local HTML, no EDGAR)

  1. 01 pip install "disclosure-alpha"
  2. 02 disclosure-alpha score --html tests/fixtures/sample_10k.html --form 10-K
  3. 03 jq '{overall: .scores.overall_disclosure_risk_score, coverage: .scores.score_coverage_ratio}'
First successful run →
03

Year-over-year comparison (offline)

  1. 01 Save current and prior 10-K HTML locally
  2. 02 disclosure-alpha score --html current.html --form 10-K --prior-html prior.html
  3. 03 Inspect disclosure_change_score in JSON output
More workflows →
04

Dashboard headline score

  1. 01 pip install "disclosure-alpha[api]"
  2. 02 disclosure-alpha-api (listens on :8000)
  3. 03 GET /v1/company/AAPL/disclosure-matrix?fiscal_year=2025&form_type=10-K&tier=lite
HTTP API guide →
05

Panel screen for screener

  1. 01 disclosure-alpha-api
  2. 02 POST /v1/panel/disclosure-matrix with tickers array (max 25)
  3. 03 Sort results by overall_disclosure_risk_score
Panel workflows →
06

Notebook: inspect components

  1. 01 from disclosure_alpha import score_filing_ticker
  2. 02 result = score_filing_ticker("AAPL", 2025, form_type="10-K")
  3. 03 for name, value in result.scores.components.dict.items(): print(name, value)
Python quickstart →
07

Flags-only compliance check

  1. 01 disclosure-alpha-api
  2. 02 GET /v1/company/{ticker}/disclosure-flags?fiscal_year=2025&form_type=10-K
  3. 03 Review boolean risk events without full matrix
HTTP API reference →
08

Extract section text for a pipeline

  1. 01 disclosure-alpha-api
  2. 02 GET /v1/company/AAPL/sections?fiscal_year=2025&sections=item_1a_risk_factors
  3. 03 Feed section text into your warehouse or NLP stack
HTTP API guide →
09

Wire MCP analyst in an agent

  1. 01 pip install "disclosure-alpha[mcp]"
  2. 02 Add disclosure-alpha-mcp-analyst to your MCP server config
  3. 03 Set SEC_USER_AGENT in env; call score_company_filing_tool
MCP setup →

Reference

Surface Comparison

Surface Best for Entry point Install
CLI Terminal workflows, local HTML disclosure-alpha (base)
Python SDK Custom pipelines, notebooks import disclosure_alpha (base)
HTTP API Services, dashboards, screeners disclosure-alpha-api [api]
OpenBB Workspace Analysts in OpenBB Workspace disclosure-alpha-api [api,mcp]
MCP Analyst Agent ticker workflows disclosure-alpha-mcp-analyst [mcp]
MCP Builder Raw HTML agent workflows disclosure-alpha-mcp-builder [mcp]

Ready to integrate?

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