EdgarTools

Name: EdgarTools
Availability: InStock
Author: InnerScopeHearing

Retrieve and analyze SEC filings and financial statements using EdgarTools.

Updated May 30, 2026

Search Tags:#financial analysis #insider trading #SEC filings #financial statements #SEC data

Ready to run

npx skills add https://github.com/InnerScopeHearing/otchealth-claude-tools --skill edgartools-innerscopehearing

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: EdgarTools
Source: https://github.com/InnerScopeHearing/otchealth-claude-tools/tree/main/skills/edgartools
Command: npx skills add https://github.com/InnerScopeHearing/otchealth-claude-tools --skill edgartools-innerscopehearing

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides a comprehensive solution for querying and analyzing SEC filings and financial statements, empowering users to gain valuable insights from financial data.

Core Features & Use Cases

SEC Filing Lookup: Retrieve and analyze SEC filings, including 10-K, 10-Q, 8-K, and more.
Financial Statement Analysis: Extract and analyze financial statements, including income statements, balance sheets, and cash flow statements.
Insider Trading Analysis: Track and analyze insider trading activities.
Use Case: Imagine you want to analyze Apple's financial performance over the past year. Use this Skill to retrieve and analyze their 10-K filing, including their income statement and balance sheet, to understand their financial health.

Quick Start

Use the EdgarTools skill to get financial metrics for Apple (AAPL) by running get_financials().

Frequently Asked Questions about EdgarTools

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

FAQPage Schema

How do I retrieve SEC filings like 10-K and 10-Q for financial analysis?▼

To retrieve SEC filings for financial analysis, you can query corporate filings like 10-K and 10-Q forms directly using the EdgarTools library. This allows you to extract income statements, balance sheets, and cash flow statements for comprehensive financial analysis.

What is the best way to track insider trading activities from SEC data?▼

Tracking insider trading from SEC data involves querying institutional holdings and insider transaction filings. The Skill handles this retrieval automatically, analyzing SEC data to surface trading patterns and institutional behavior for targeted companies.

Do I need the edgar library to analyze SEC financial statements?▼

Yes, you need the edgar library installed to analyze SEC financial statements. The Skill relies on this dependency to retrieve and process financial data from the SEC, making it required for accessing 10-K, 10-Q, and 8-K filings.

Can I analyze corporate 8-K filings for recent financial events?▼

Yes, you can analyze corporate 8-K filings to track recent financial events. The Skill retrieves these SEC filings alongside 10-K and 10-Q reports, allowing you to extract financial statements and monitor corporate performance changes over time.

How does SEC financial statement analysis handle institutional holdings?▼

SEC financial statement analysis handles institutional holdings by retrieving and processing data on major investor positions. This allows you to evaluate institutional behavior and insider trading activities alongside standard income statements and balance sheets.

What are the limitations of using EdgarTools for SEC data retrieval?▼

Limitations of using EdgarTools for SEC data retrieval include dependence on available SEC data and the edgar library's capabilities. It focuses on corporate filings and financial statements, meaning analysis is constrained to the data formats and reporting periods published by the SEC.