data-edgar

Retrieve SEC filings, XBRL company facts, and full-text content from EDGAR.

7|1|Updated Feb 9, 2026
One-click install
npx skills add https://github.com/fall-development-rob/corp_finance --skill data-edgar
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: data-edgar
Source: https://github.com/fall-development-rob/corp_finance/tree/main/.claude/skills/data-edgar
Command: npx skills add https://github.com/fall-development-rob/corp_finance --skill data-edgar

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill provides direct, no‑API access to SEC EDGAR data so analysts can retrieve structured XBRL company facts, full filings, and identifier mappings without manual scraping or disparate sources.

Core Features & Use Cases

  • XBRL Company Facts & Concepts: retrieve full XBRL fact sets, single-concept time series, and cross-sectional frames for peer comparisons and screening.
  • Filings & Metadata: fetch submissions, form-filtered filings, specific filings by accession, and raw document content for 10-Ks, 10-Qs, 8-Ks, and more.
  • Full-Text Search & Identifier Resolution: perform keyword and advanced phrase searches across filings and resolve tickers to zero-padded CIKs or reverse lookup tickers from CIKs for automated pipelines.
  • Use Case: generate an annual revenue time series for a company, screen every public company for a metric in one period, or extract the full text of a specific 10-K for NLP analysis.

Quick Start

Fetch the annual Revenues time series for ticker AAPL from EDGAR and return the last five years as a CSV.

Frequently Asked Questions about data-edgar

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

FAQPage Schema
How do I retrieve XBRL company facts for a public company from SEC EDGAR?

To retrieve XBRL company facts from SEC EDGAR, you can resolve a ticker to its CIK and request the full structured fact set. This allows you to extract specific financial concepts and generate time series data without an API key.

Can I perform full-text phrase searches across SEC filings without an API key?

Yes, you can perform full-text phrase searches across SEC filings without an API key. The tool handles SEC-compliant User-Agent access internally to query filings and retrieve raw document content for analysis.

What is the best way to screen public companies by a specific financial metric for one period?

The best way to screen public companies by a financial metric is to use cross-sectional XBRL frame retrieval. This fetches a single concept across all companies for a specific period, enabling direct peer comparisons.

How do I resolve a stock ticker to a zero-padded CIK for automated SEC pipelines?

You can resolve a stock ticker to a zero-padded CIK by using the identifier mapping functionality. This also supports reverse lookups from CIKs to tickers, which is essential for automating SEC data pipelines.

Does accessing SEC EDGAR financial data require any external dependencies or API keys?

Accessing SEC EDGAR financial data through this approach requires no external dependencies or API keys. It directly retrieves structured submissions and XBRL data while managing SEC-compliant User-Agent headers.

How do I fetch a specific 10-K filing by its accession number?

You can fetch a specific 10-K filing by requesting submissions filtered by form type and accession number. This retrieves the exact raw document content needed for deep financial analysis or NLP processing.