EdgarTools

Extract structured XBRL data from SEC 10-K, 10-Q, and 8-K filings.

2.6k|450|Updated Dec 24, 2022
One-click install
npx skills add https://github.com/dgunning/edgartools --skill edgartools
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: EdgarTools
Source: https://github.com/dgunning/edgartools/tree/main/edgar/ai/skills/core
Command: npx skills add https://github.com/dgunning/edgartools --skill edgartools

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analysts spend hours sifting through SEC filings and extracting key numbers. EdgarTools provides a unified, AI-friendly way to query filings, pull structured data, and perform multi-company analysis, reducing manual research time and complexity.

Core Features & Use Cases

  • Unified API patterns: Access filings, XBRL data, and company facts via concise methods and AI-friendly docs.
  • Multi-company analysis: Compare revenue across multiple companies using helper functions and workflow examples.
  • AI-optimized context: Use .to_context() outputs to feed AI agents with compact metadata for fast decisions.
  • Comprehensive documentation: Centralized skill docs, object references, and workflows to accelerate learning.

Quick Start

Get started by loading EdgarTools, set identity, and fetch Apple's latest 10-K summary:

  • Set your SEC identity with set_identity("Your Name [email protected]")
  • Create a Company("AAPL") and call to_context() for a concise profile
  • Access a filing’s XBRL using filing.xbrl() and inspect xbrl.statements for quick numbers

Frequently Asked Questions about EdgarTools

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

FAQPage Schema
How do I extract financial data from SEC filings?

EdgarTools extracts structured financial data from SEC filings by querying XBRL statements and company facts. Load a Company object, call `filing.xbrl()` to access XBRL data, then inspect `xbrl.statements` to retrieve key numbers from 10-K, 10-Q, and 8-K forms.

Can I compare financial metrics across multiple companies using SEC data?

Yes, EdgarTools supports multi-company analysis through built-in helper functions and filtering methods. Create multiple Company objects, fetch filings for each, and use `.to_context()` outputs to feed AI agents with compact metadata for fast cross-company comparisons.

What is XBRL and why do SEC filings use it?

XBRL is a standardized format for tagging financial data in SEC filings, enabling machine-readable extraction of structured numbers. EdgarTools parses XBRL to unlock automated access to balance sheets, income statements, and cash flows without manual copying.

How do I automate SEC filing analysis for due diligence?

EdgarTools automates due diligence by providing token-efficient access to 10-K, 10-Q, and 8-K filings with built-in search and filtering. Set your SEC identity, load target companies, extract XBRL statements, and use helper functions to screen and trend financial metrics across filings.

Do I need programming experience to query SEC filings with EdgarTools?

EdgarTools requires basic Python knowledge to call methods like `Company()`, `filing.xbrl()`, and `.to_context()`, but its concise, AI-friendly API and centralized documentation are designed to minimize setup complexity for financial automation tasks.

What SEC filing types does EdgarTools support?

EdgarTools supports annual reports (10-K), quarterly filings (10-Q), and current reports (8-K). It accesses structured XBRL data across these forms to enable trend analysis, financial modeling, and cross-company screening workflows.