edgartools
It extracts structured financial data, including SEC reports, XBRL facts, and insider transactions.
Install
mkdir -p .claude/skills/edgartools && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/1261" && unzip -o skill.zip -d .claude/skills/edgartools && rm skill.zipInstalls to .claude/skills/edgartools
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Query and analyze SEC filings using EdgarToolsKey capabilities
- →Lookup company information by ticker
- →Retrieve specific SEC filings by accession number
- →Discover filings by form type and year
- →Access API documentation via .docs attribute
How it works
The library provides a Python interface to query SEC filings by mapping tickers or accession numbers to structured data objects. It uses a modular directory structure where specific sub-packages handle different filing types and financial metrics.
Inputs & outputs
When to use edgartools
- →Query 10-K and 10-Q filing data
- →Analyze institutional holdings from 13F forms
- →Extract financial metrics for company valuation
- →Track insider transactions from Form 4
About this skill
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 [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
When not to use it
- →When direct access to raw SEC EDGAR FTP servers is required
- →When performing non-financial data analysis
Prerequisites
Limitations
- →Requires explicit identity configuration before use
- →Dependent on the availability and structure of SEC filing data
How it compares
Unlike manual web scraping of the SEC EDGAR website, this tool provides a structured Python API to programmatically access and parse financial reports.
Compared to similar skills
edgartools side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| edgartools (this skill) | 3 | 4mo | Review | Intermediate |
| quant-analyst | 103 | 2mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| pair-trade-screener | 11 | 1mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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