edgar-sec-filings

Extract financial data and qualitative signals from US SEC filings.

Updated Jul 29, 2026
One-click install
npx skills add https://github.com/santoosaraujo/vibe-trading-claude --skill edgar-sec-filings-santoosaraujo
Or copy as Structured Prompt for Agent
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Skill: edgar-sec-filings
Source: https://github.com/santoosaraujo/vibe-trading-claude/tree/main/.claude/skills/edgar-sec-filings
Command: npx skills add https://github.com/santoosaraujo/vibe-trading-claude --skill edgar-sec-filings-santoosaraujo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance.

What problem does it solve?

This skill solves the information overload and complexity associated with parsing dense SEC filings, allowing users to quickly extract fundamental financial insights, risk factors, and management sentiment.

Core Features & Use Cases

  • Multi-Filing Analysis: Processes 10-K, 10-Q, 8-K, DEF 14A, and Form 4 filings to provide a holistic view of company health.
  • Signal Detection: Identifies material events, insider trading patterns, and institutional flow changes.
  • Use Case: Use this skill to perform a deep-dive fundamental analysis on a ticker, comparing current risk factors against prior filings to detect material changes in management outlook.

Quick Start

Use the edgar-sec-filings skill to analyze the latest 10-K and recent insider activity for the ticker AAPL.

Frequently Asked Questions about edgar-sec-filings

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

FAQPage Schema
How do I extract actionable investment signals from SEC filings?

You can extract actionable investment signals from SEC filings by processing annual reports, quarterly updates, material events, and insider transactions to identify fundamental financial insights and management sentiment changes.

What is the best way to compare risk factors across multiple 10-K filings?

Comparing risk factors across multiple 10-K filings involves parsing dense annual reports to detect material changes in management outlook, allowing you to quickly identify qualitative shifts in company risk disclosures.

Can I analyze insider trading patterns and institutional flow changes using SEC data?

Yes, analyzing insider trading patterns and institutional flow changes is possible by processing Form 4 filings and material event disclosures to detect signal patterns that indicate executive sentiment.

Do I need yfinance to perform fundamental analysis on SEC EDGAR filings?

Yes, performing fundamental analysis on SEC EDGAR filings requires integration with financial data providers like yfinance and SEC EDGAR search endpoints to comprehensively extract and interpret actionable investment data.

What types of SEC filings can I process for comprehensive company health analysis?

You can process 10-K, 10-Q, 8-K, DEF 14A, and Form 4 filings to generate a holistic view of company health, covering annual reports, quarterly updates, material events, and insider transaction disclosures.