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EdgarTools

EdgarTools

github.com/dgunningData & databases2.8k43 installsUpdated 4d ago
Repository

About EdgarTools

EdgarTools provides skills for analyzing SEC filings and financial statements. It covers company and filing discovery, statement metrics, form sections, fund filings, holdings, ownership transactions, and XBRL data.

Key features

  1. 01Look up companies and discover filings
  2. 02Analyze financial statements and metrics
  3. 03Extract sections from 10-K, 10-Q, and 8-K
  4. 04Explore fund filings and institutional holdings
  5. 05Review insider transactions
  6. 06Access XBRL facts and concepts

Use cases

  1. 01Find a company’s SEC filings
  2. 02Review financial metrics from statements
  3. 03Extract sections from company reports
  4. 04Analyze fund holdings or insider transactions

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/dgunning/edgartools --skill edgartools

After installing, type/edgartoolsin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

__init__.py
readme.md
skill.yaml
sharp-edges.yaml
validations.yaml
collaboration.yaml

Details

From the project README

EdgarTools

Analyze SEC filings and financial statements.

Skills

SkillPurpose
core (this directory)Company lookup, filings, search
financials/Financial statements and metrics
reports/10-K/10-Q/8-K section extraction
funds/Mutual funds, ETFs, NPORT/N-CEN/N-CSR
holdings/13F institutional holdings
ownership/Form 3/4/5 insider transactions
xbrl/Low-level XBRL facts and concepts
forms.yamlSEC form type mappings

Each skill directory has skill.yaml (patterns and examples) and sharp-edges.yaml (common mistakes to avoid).

Quick Setup

from edgar import set_identity
set_identity("Your Name [email protected]")  # Required

API Discovery

Every object has .docs for API reference:

company.docs                    # Full API guide
company.docs.search("filings")  # Search for specific topic
filing.docs.search("xbrl")      # How to access XBRL

Common Entry Points

from edgar import Company, get_filings, find

company = Company("AAPL")           # By ticker
filing = find("0000320193-25-000079")  # By accession
filings = get_filings(form="10-K", year=2024)  # Discovery

Comments

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