edgartools

Analyze SEC filings and financial statements.

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Install skill "edgartools" with this command: npx skills add dgunning/edgartools/dgunning-edgartools-edgartools

EdgarTools

Analyze SEC filings and financial statements.

Skills

Skill Purpose

core (this directory) Company lookup, filings, search

financials/ Financial statements and metrics

reports/ 10-K/10-Q/8-K section extraction

holdings/ 13F institutional holdings

ownership/ Form 3/4/5 insider transactions

xbrl/ Low-level XBRL facts and concepts

forms.yaml SEC 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 your@email.com") # 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

Source Transparency

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