The separation between quote retrieval and broader analysis gives this a useful extension point: a filing-search tool for questions the price history cannot establish, such as what management said about a buyback. I work on Equibles; its filing tools support a ListFilings → SearchDocument → ReadDocumentLines workflow (https://equibles.com/docs/mcp/tools/filings). For your synthesis step, I would keep each claim beside its filing date and supporting passage, and distinguish a failed retrieval from a negative finding. A helpful test case is a company with no matching passage: the answer should say the evidence was not found rather than inventing a figure.