Agent skill

neo4j-xbrl

Query XBRL financial metrics (EPS, Revenue, etc.) from Neo4j. Use when fetching structured financial data from 10-K/10-Q filings.

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SKILL.md

Neo4j XBRL Queries

Queries for XBRLNode, Fact, Concept, Context, Period, Unit, Dimension, Domain, and Member nodes.

XBRL Labels

Label Count Key properties (type)
XBRLNode 8,189 id, report_id, accessionNo, primaryDocumentUrl (String)
Fact 9,930,840 value (String), is_numeric/is_nil (String), period_ref, unit_ref
Concept 467,963 qname, label, type_local, period_type
Context 3,021,535 context_id, period_u_id, member_u_ids (String)
Period 9,919 period_type, start_date, end_date (String)
Unit 6,146 name, namespace, unit_reference (String); is_simple_unit/is_divide (String)
Dimension 878,021 qname, label, network_uri (String); is_explicit/is_typed (String)
Domain 120,488 qname, label, level (String)
Member 1,240,344 qname, label, level (String)
Abstract 50,354 label, qname (String)

XBRL Relationships

HAS_XBRL, REPORTS, HAS_CONCEPT, IN_CONTEXT, HAS_PERIOD, HAS_UNIT, FACT_MEMBER, FACT_DIMENSION, HAS_DOMAIN, HAS_MEMBER, PARENT_OF, PRESENTATION_EDGE, CALCULATION_EDGE, FOR_COMPANY.

When to Use XBRL vs Non-XBRL

  • Need numeric metrics (EPS, revenue): Use XBRL (10-K/10-Q only).
  • Need narrative or 8-K: Use ExtractedSectionContent or ExhibitContent.
  • 8-K has no XBRL: Use sections/exhibits instead.

Basic XBRL Queries

Get XBRL node for report

cypher
MATCH (r:Report {id: $report_id})-[:HAS_XBRL]->(x:XBRLNode)
RETURN x.id, x.accessionNo, x.primaryDocumentUrl

XBRL reports for company

cypher
MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.formType IN ['10-K', '10-Q']
MATCH (r)-[:HAS_XBRL]->(x:XBRLNode)
RETURN r.id, r.formType, r.periodOfReport, x.id
ORDER BY r.periodOfReport DESC

Financial Metrics

XBRL metrics (EPS and Revenue, context-safe)

cypher
MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.formType IN ['10-K','10-Q']
WITH r ORDER BY r.periodOfReport DESC LIMIT 1
MATCH (r)-[:HAS_XBRL]->(x:XBRLNode)<-[:REPORTS]-(f:Fact)
MATCH (f)-[:IN_CONTEXT]->(:Context)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.qname IN [
  'us-gaap:EarningsPerShareDiluted',
  'us-gaap:EarningsPerShareBasic',
  'us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax',
  'us-gaap:Revenues'
]
  AND f.is_numeric = '1'
RETURN con.qname, con.label, f.value, f.period_ref

Get specific metric

cypher
MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.formType IN ['10-K','10-Q']
WITH r ORDER BY r.periodOfReport DESC LIMIT 1
MATCH (r)-[:HAS_XBRL]->(x:XBRLNode)<-[:REPORTS]-(f:Fact)
MATCH (f)-[:IN_CONTEXT]->(:Context)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.qname = $concept_qname  // e.g., 'us-gaap:NetIncomeLoss'
  AND f.is_numeric = '1'
RETURN con.label, toFloat(f.value) AS value, f.period_ref

Multiple metrics from latest filing

cypher
MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.formType IN ['10-K','10-Q']
WITH r ORDER BY r.periodOfReport DESC LIMIT 1
MATCH (r)-[:HAS_XBRL]->(x:XBRLNode)<-[:REPORTS]-(f:Fact)
MATCH (f)-[:IN_CONTEXT]->(:Context)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.qname IN $concept_list  // Pass list of qnames
  AND f.is_numeric = '1'
RETURN con.qname, con.label, toFloat(f.value) AS value, f.period_ref

Total vs Segmented Values

Total only (no dimensions)

cypher
MATCH (f:Fact)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.label CONTAINS 'Revenue'
  AND f.is_numeric = '1'
  AND NOT EXISTS((f)-[:FACT_MEMBER]->())
RETURN con.label, f.value LIMIT 10

With dimensions (segmented)

cypher
MATCH (f:Fact)-[:FACT_MEMBER]->(m:Member)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.label CONTAINS 'Revenue'
  AND f.is_numeric = '1'
RETURN m.label AS segment, con.label, f.value LIMIT 10

Segment breakdown for metric

cypher
MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.formType IN ['10-K','10-Q']
WITH r ORDER BY r.periodOfReport DESC LIMIT 1
MATCH (r)-[:HAS_XBRL]->(x:XBRLNode)<-[:REPORTS]-(f:Fact)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.qname = $concept_qname
  AND f.is_numeric = '1'
OPTIONAL MATCH (f)-[:FACT_MEMBER]->(m:Member)
RETURN con.label, m.label AS segment, toFloat(f.value) AS value, f.period_ref
ORDER BY segment

Context and Period

Facts with period details

cypher
MATCH (f:Fact)-[:IN_CONTEXT]->(ctx:Context)-[:HAS_PERIOD]->(p:Period)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE con.qname = $concept_qname
RETURN con.label, f.value, p.period_type, p.start_date, p.end_date

Facts for specific period

cypher
MATCH (f:Fact)-[:IN_CONTEXT]->(ctx:Context)-[:HAS_PERIOD]->(p:Period)
WHERE p.end_date = $period_end_date
  AND p.period_type = 'duration'
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE f.is_numeric = '1'
RETURN con.qname, con.label, toFloat(f.value) AS value
LIMIT 50

Dimension Analysis

Get dimensions for a fact

cypher
MATCH (f:Fact)-[:FACT_DIMENSION]->(dim:Dimension)
MATCH (f)-[:FACT_MEMBER]->(m:Member)
MATCH (f)-[:HAS_CONCEPT]->(con:Concept)
WHERE f.id = $fact_id
RETURN con.label, dim.label AS dimension, m.label AS member, f.value

Available dimensions for concept

cypher
MATCH (f:Fact)-[:HAS_CONCEPT]->(con:Concept {qname: $concept_qname})
MATCH (f)-[:FACT_DIMENSION]->(dim:Dimension)
RETURN DISTINCT dim.qname, dim.label

Fulltext Search

Search concepts

cypher
CALL db.index.fulltext.queryNodes('concept_ft', $query)
YIELD node, score
RETURN node.qname, node.label, score
ORDER BY score DESC
LIMIT 20

Search fact values (text blocks)

cypher
CALL db.index.fulltext.queryNodes('fact_textblock_ft', $query)
YIELD node, score
RETURN node.qname, substring(node.value, 0, 300), score
ORDER BY score DESC
LIMIT 10

Common Concepts (qnames)

Income Statement

  • us-gaap:Revenues
  • us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
  • us-gaap:CostOfGoodsAndServicesSold
  • us-gaap:GrossProfit
  • us-gaap:OperatingIncomeLoss
  • us-gaap:NetIncomeLoss
  • us-gaap:EarningsPerShareBasic
  • us-gaap:EarningsPerShareDiluted

Balance Sheet

  • us-gaap:Assets
  • us-gaap:Liabilities
  • us-gaap:StockholdersEquity
  • us-gaap:CashAndCashEquivalentsAtCarryingValue
  • us-gaap:AccountsReceivableNetCurrent
  • us-gaap:InventoryNet
  • us-gaap:LongTermDebt

Cash Flow

  • us-gaap:NetCashProvidedByUsedInOperatingActivities
  • us-gaap:NetCashProvidedByUsedInInvestingActivities
  • us-gaap:NetCashProvidedByUsedInFinancingActivities
  • us-gaap:PaymentsOfDividends
  • us-gaap:PaymentsForRepurchaseOfCommonStock

Data Analysis

XBRL processing status distribution

cypher
MATCH (r:Report) WHERE r.xbrl_status IS NOT NULL
RETURN r.xbrl_status, COUNT(r) as count ORDER BY count DESC

Period type distribution

cypher
MATCH (p:Period) RETURN p.period_type, COUNT(p) as count ORDER BY count DESC

Facts by numeric status

cypher
MATCH (f:Fact) RETURN f.is_numeric, COUNT(f) as count ORDER BY count DESC

Top concepts by fact count

cypher
MATCH (f:Fact)-[:HAS_CONCEPT]->(c:Concept)
RETURN c.label, COUNT(f) as fact_count ORDER BY fact_count DESC LIMIT 20

Context structures coverage

cypher
MATCH (ctx:Context)
RETURN COUNT(ctx) as total_contexts,
       COUNT(ctx.period_u_id) as has_period,
       COUNT(ctx.member_u_ids) as has_members

Dimensions with domain counts

cypher
MATCH (d:Dimension) OPTIONAL MATCH (d)-[:HAS_DOMAIN]->(dom)
RETURN d.name, d.label, COUNT(dom) as domain_count
ORDER BY domain_count DESC LIMIT 20

Reports with XBRL by form type

cypher
MATCH (r:Report)-[:HAS_XBRL]->(x:XBRLNode)
RETURN r.formType, COUNT(DISTINCT r) as report_count ORDER BY report_count DESC

Recent 10-K XBRL with filing returns

cypher
MATCH (c:Company)<-[pf:PRIMARY_FILER]-(r:Report)-[:HAS_XBRL]->(x:XBRLNode)
WHERE r.formType = '10-K' AND datetime(r.created) > datetime() - duration('P180D')
RETURN c.ticker, r.created, r.accessionNo, pf.daily_stock as filing_day_return
ORDER BY r.created DESC LIMIT 20

Count total XBRL nodes

cypher
MATCH (x:XBRLNode) RETURN COUNT(x) as total_xbrl_nodes

Companies with recent completed XBRL filings

cypher
MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)
WHERE r.xbrl_status = 'COMPLETED' AND datetime(r.created) > datetime() - duration('P90D')
RETURN c.ticker, r.formType, r.xbrl_status, r.created
ORDER BY r.created DESC LIMIT 20

Facts with non-null values

cypher
MATCH (f:Fact) WHERE f.value IS NOT NULL AND f.value <> '0'
RETURN f.qname, f.value, f.is_numeric LIMIT 20

Facts with numeric values

cypher
MATCH (f:Fact) WHERE f.is_numeric = '1' AND f.value IS NOT NULL AND f.value <> '0'
RETURN f.qname, f.value, f.decimals LIMIT 20

Instant vs duration period counts

cypher
MATCH (p:Period)
RETURN p.period_type, COUNT(p) as count
ORDER BY count DESC

Measurement units in use

cypher
MATCH (u:Unit)
RETURN u.name, u.unit_reference, COUNT(u) as usage_count
ORDER BY usage_count DESC LIMIT 20

Common US-GAAP financial concepts

cypher
MATCH (c:Concept) WHERE c.qname STARTS WITH 'us-gaap:'
RETURN DISTINCT c.qname, c.label ORDER BY c.qname LIMIT 30

XBRL nodes with report information

cypher
MATCH (r:Report)-[:HAS_XBRL]->(x:XBRLNode)
WHERE r.formType IN ['10-K', '10-Q']
RETURN r.formType, r.accessionNo, x.id, x.cik LIMIT 20

Notes

  • Fact.value is String even for numeric facts; use toFloat() when is_numeric='1'.
  • is_numeric/is_nil are string booleans ('0'/'1').
  • Dimension.is_explicit/is_typed are string booleans ('0'/'1').
  • Unit.is_simple_unit/is_divide are string booleans ('0'/'1').
  • Some Facts lack Context: 12,939 Facts have no IN_CONTEXT relationship; filter with MATCH (f)-[:IN_CONTEXT]->(:Context).
  • Period.end_date can be string 'null' for period_type='instant' (2,776 rows).
  • XBRL only in 10-K/10-Q: 8-K filings have no XBRL data.
  • Fulltext indexes: concept_ft (label/qname), fact_textblock_ft (value/qname), abstract_ft (label).

Known Data Gaps

Date Gap Affected Mitigation
2026-01-11 Revenue values comma-formatted HRL Revenue facts Use f.value as string; toFloat() fails on "2,898,810,000"

Version 1.1 | 2026-01-11 | Added self-improvement protocol

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