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edgartools

Extract structured financial and ownership data from SEC EDGAR filings.

783|65|Updated Feb 27, 2026

Search Tags:#dataframes #xbrl #python library #sec edgar #financial statement extraction #ownership filings

One-click install

npx skills add https://github.com/LeonChaoX/qinyan-academic-skills --skill edgartools-leonchaox

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: edgartools
Source: https://github.com/LeonChaoX/qinyan-academic-skills/tree/main/skills/15-%E9%87%91%E8%9E%8D%E4%B8%8E%E7%BB%8F%E6%B5%8E%E6%95%B0%E6%8D%AE/edgartools
Command: npx skills add https://github.com/LeonChaoX/qinyan-academic-skills --skill edgartools-leonchaox

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill removes the friction of manually downloading and parsing SEC EDGAR filings by turning raw filings into structured, queryable data for financial analysis and extraction.

Core Features & Use Cases

SEC filing retrieval & routing: Find companies and pull specific filing types (10-K/10-Q/8-K, Form 4, 13F, DEF 14A, etc.) with consistent access patterns.
Structured extraction (incl. XBRL): Extract financial statements and XBRL facts as typed objects and DataFrame-ready outputs for downstream analytics.
Multi-period financial analysis: Stitch and align multi-period statements across filings to support trend analysis and comparative research.
Use case: You need to analyze Apple’s profitability across the last 4 annual periods and extract both income statement line items and relevant XBRL facts in one workflow, producing consistent tables for reporting.

Quick Start

Use the edgartools Skill to fetch a company’s latest 10-K and export its income statement to a format you can analyze in your LLM context.

Frequently Asked Questions about edgartools

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

FAQPage Schema

How do I extract financial statements from SEC EDGAR filings as structured data?▼

To extract XBRL facts from SEC filings, use the edgartools XBRL object API to query filing data and output it as DataFrames or LLM context, converting raw XBRL into structured facts.

Can I retrieve and analyze specific SEC form types like Form 4 or 13F?▼

Yes, you can retrieve specific SEC form types including 10-K, 10-Q, 8-K, Form 4, 13F, and DEF 14A using consistent access patterns provided by the Company and Filing object APIs.

What is the best way to perform multi-period financial analysis across SEC filings?▼

To convert SEC filings into markdown or text, use the filing.markdown(), filing.text(), or filing.html() extraction methods to output formatted document content for LLM context.

Do I need to configure SEC EDGAR identity to extract ownership filings?▼

Yes, you need to configure your SEC EDGAR identity before extracting ownership filings, as this configuration is required to authenticate and retrieve structured data from the SEC database.