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bdc-xbrl-extraction

Extract structured debt and equity portfolio data from BDC SEC XBRL filings.

Updated Jan 15, 2026
Search Tags:#data-extraction#portfolio-analysis#affiliates#bdc#xbrl#investment-data#sec-filings
One-click install
npx skills add https://github.com/spinbris/BDC_Analysis --skill bdc-xbrl-extraction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: bdc-xbrl-extraction
Source: https://github.com/spinbris/BDC_Analysis/tree/main/.claude/skills/bdc-xbrl-extraction
Command: npx skills add https://github.com/spinbris/BDC_Analysis --skill bdc-xbrl-extraction

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, edgar, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This skill automates the extraction and structuring of investment data from Business Development Company (BDC) SEC filings by parsing XBRL data across multiple Schedules and assembling per-investment records, reducing manual reconciliation and data fragility.

Core Features & Use Cases

  • Cross-statement data stitching: joins investment identifiers found in XBRL context dimensions across Schedule of Investments, Balance Sheet, and Parenthetical data to build complete investment records.
  • Debt vs Equity classification: automatically categorizes investments as debt or equity using multiple signals including type terms and available fields.
  • Affiliated roll-forward & portfolio summaries: extracts affiliated roll-forward activity and produces a portfolio-level summary by industry and affiliation.

Quick Start

Run the extractor for a target ticker to generate debt and equity CSV outputs.

Frequently Asked Questions about bdc-xbrl-extraction

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract investment data from BDC SEC filings using XBRL?▼

You can extract BDC investment data by parsing XBRL data across Schedule of Investments, Balance Sheet, and Parenthetical schedules to assemble structured debt and equity records automatically.

How does cross-statement data stitching work for BDC portfolio analysis?▼

Cross-statement stitching joins investment identifiers found in XBRL context dimensions across multiple schedules to build complete, normalized per-investment records for portfolio analysis.

Can I classify BDC investments as debt or equity automatically from SEC filings?▼

Yes, investments can be automatically categorized as debt or equity by evaluating multiple signals, including type terms and available fields within the structured XBRL data.

Does this extraction approach support affiliated roll-forward and portfolio summaries?▼

Yes, the extraction process captures affiliated roll-forward activity and generates a portfolio-level summary organized by industry and affiliation to support downstream analytics.

What is the best way to normalize XBRL concepts for BDC investment data?▼

The best way to normalize XBRL concepts is to identify investment identifiers from context dimensions and map them across statements to produce consistent debt and equity outputs.

Do I need pandas and edgar tools to automate BDC portfolio data extraction?▼

Yes, you need pandas for data structuring and edgar for SEC filing retrieval to automate the extraction and normalization of BDC portfolio data into usable formats.

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