Documentation

Secregate API Documentation

Use the Secregate API to retrieve relevant SEC filing passages based on a search query, company identifier and optional filing filters.

Authentication

API access is currently provided manually. Contact nithard@portrak.com to request an API key.

Header

Authorization: Bearer YOUR_API_KEY

Search Endpoint

POST/v1/search

Search SEC filings for semantically relevant passages.

Request Parameters

Parameter	Type	Required	Description
query	string	yes	The search string, sentence or longer prompt to search for.
ticker	string	optional	Public company ticker, e.g. AAPL. Either ticker or cik should be provided.
cik	string	optional	SEC CIK number. Either ticker or cik should be provided.
filing_types	array of strings	optional	Filing types to search in, e.g. ["10-K", "10-Q", "8-K"].
from_date	string	optional	Start date for the filing search range in YYYY-MM-DD format.
to_date	string	optional	End date for the filing search range in YYYY-MM-DD format.
max_results	integer	optional	Maximum number of passages to return. Default 10.
include_metadata	boolean	optional	Whether to include filing metadata. Default true.
include_positions	boolean	optional	Whether to include stable filing positions. Default true.

Example Request

POST /v1/search

{
  "ticker": "TSLA",
  "query": "inventory growth and demand risk",
  "filing_types": ["10-Q", "10-K"],
  "from_date": "2022-01-01",
  "to_date": "2024-12-31",
  "max_results": 5,
  "include_metadata": true,
  "include_positions": true
}

Example Response

JSON Response

{
  "results": [
    {
      "company_name": "Tesla, Inc.",
      "ticker": "TSLA",
      "cik": "0001318605",
      "filing_type": "10-Q",
      "filing_date": "2024-04-23",
      "accession_number": "0000950170-24-048006",
      "section": "Management's Discussion and Analysis",
      "passage": "Relevant passage text from the filing...",
      "source_url": "https://www.sec.gov/Archives/edgar/data/...",
      "position": {
        "item": "Item 2",
        "element_id": "item2_p_0031",
        "char_start": 8842,
        "char_end": 9460
      },
      "relevance_score": 0.91
    }
  ]
}

Response Fields

company_nameCompany name
tickerCompany ticker
cikSEC CIK number
filing_typeType of SEC filing
filing_dateFiling date
accession_numberSEC accession number
sectionFiling section or item
passageRetrieved relevant passage
source_urlDirect SEC filing source URL
positionStable position inside the parsed filing
relevance_scoreInternal relevance score

Supported Filing Types

Initial support is focused on 10-K, 10-Q and 8-K filings. Additional filing types such as proxy statements may be added over time.

10-K10-Q8-KDEF 14AForm 4Other filing types on request

Example Use Cases

Find risk factor language across filings
Retrieve MD&A passages about demand, margins or liquidity
Search for disclosure changes over time
Find company-specific KPI context
Ground AI-generated answers in original SEC filings

Access

To request access, contact nithard@portrak.com.