edgartools

Retrieve SEC EDGAR filings and extract financial data for analysis.

Updated Mar 10, 2026
One-click install
npx skills add https://github.com/felixboehm/biochem-allergy --skill edgartools-felixboehm
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgartools
Source: https://github.com/felixboehm/biochem-allergy/tree/main/.claude/skills/edgartools
Command: npx skills add https://github.com/felixboehm/biochem-allergy --skill edgartools-felixboehm

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill simplifies and automates the process of accessing, analyzing, and extracting data from SEC EDGAR filings, making complex financial data readily available.

Core Features & Use Cases

  • Company & Filing Retrieval: Easily find companies by ticker or CIK and retrieve specific filings (10-K, 10-Q, 8-K, etc.).
  • Structured Data Extraction: Parse financial statements, XBRL data, insider transactions, and institutional holdings into usable formats.
  • Use Case: Analyze the financial performance of a company over the last five years by extracting revenue and net income from its annual reports.

Quick Start

Use the edgartools skill to get the latest 10-K filing for Apple Inc.

Frequently Asked Questions about edgartools

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

FAQPage Schema
How do I retrieve SEC EDGAR financial filings using a company ticker?

You can retrieve SEC EDGAR filings by searching for a company using its ticker or CIK. This allows you to access specific filings like 10-K and 10-Q for financial data analysis.

Can I extract structured financial statements from 10-K filings?

Yes, you can extract structured financial statements from 10-K filings. The Skill parses income statements, balance sheets, and cash flows into usable formats for historical financial analysis.

Does edgartools support retrieving XBRL data from SEC filings?

Yes, edgartools supports retrieving XBRL data from SEC filings. It extracts structured data from EDGAR filings, enabling automated analysis of financial reports across multiple periods.

How do I access insider trading reports and institutional holdings from EDGAR?

You can access insider trading reports and institutional holdings by retrieving Form 4 and 13F filings from SEC EDGAR. These reports are parsed into structured data for tracking insider transactions.

What is the best way to analyze historical financial performance across multiple companies?

The best way to analyze historical financial performance is by extracting revenue and net income data from SEC EDGAR filings. The Skill supports data extraction across multiple periods and companies.

Can I retrieve 8-K filings for recent company events?

Yes, you can retrieve 8-K filings for recent company events. The Skill provides programmatic access to various SEC EDGAR filing types, including 8-K, 10-K, and 10-Q.