edgartools

Extract structured SEC EDGAR data from filings using Python tools and XBRL support.

48|6|Updated Mar 9, 2026
One-click install
npx skills add https://github.com/qinyan-ai/qinyan-academic-skills --skill edgartools-qinyan-ai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgartools
Source: https://github.com/qinyan-ai/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/qinyan-ai/qinyan-academic-skills --skill edgartools-qinyan-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

A robust Python toolkit for accessing, parsing, and extracting structured data from SEC EDGAR filings to accelerate financial research and automated analysis.

Core Features & Use Cases

  • Company data access: retrieve filings, financials, and ownership information across multiple forms for a given issuer.
  • XBRL and multi-period analysis: extract XBRL data and stitch statements across filings for trend analysis.
  • AI-enabled workflows: integrate MCP server and Claude-based Skills to automate research pipelines and skill-driven automation.
  • Use Case: Example: a research analyst pulls Apple's latest 10-K, extracts key metrics, and compares with peers in a single run.

Quick Start

Install edgartools using pip, then create a Company object and fetch its latest 10-K filings and financials to begin analysis.

Frequently Asked Questions about edgartools

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

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

You can extract SEC EDGAR data by creating a Company object in Python to retrieve filings and parse XBRL data across forms like 10-K and 10-Q. This toolkit supports multi-period stitching for trend analysis and predictable exports of financial statements.

Can I automate financial research workflows using SEC EDGAR data?

Yes, you can automate financial research by integrating the extracted SEC EDGAR data with an MCP server and Claude-based Skills. This enables AI-assisted pipelines to automatically pull filings, extract key metrics, and compare peer performance.

Does edgartools support XBRL data extraction for multi-period trend analysis?

Yes, edgartools supports XBRL data extraction and multi-period stitching across SEC filings. This allows you to stitch financial statements together across different reporting periods for comprehensive trend analysis.

What SEC filing forms can I retrieve financial data from using Python?

You can retrieve SEC EDGAR data across multiple forms including 10-K, 10-Q, 8-K, DEF 14A, and 13F. The toolkit extracts financials, ownership information, and structured facts for automated analysis and compliance workflows.

How do I securely access SEC EDGAR filings for automated compliance workflows?

To securely access SEC EDGAR filings, the toolkit ensures proper authentication, error handling, and predictable exports of financial statements. This allows reliable integration into automated compliance and research pipelines.

What is the best way to compare peer financial metrics from SEC filings?

The best way to compare peer metrics is to use this Python toolkit to pull multiple issuers' latest 10-K filings, extract key XBRL data, and stitch statements for trend analysis. You can run peer comparisons in a single automated execution.