edgartools

Retrieves SEC EDGAR filings and parses financial data via XBRL.

Updated Mar 15, 2026
One-click install
npx skills add https://github.com/sagunkayastha/claude_skills_collection --skill edgartools-sagunkayastha
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgartools
Source: https://github.com/sagunkayastha/claude_skills_collection/tree/main/financial-research/edgartools
Command: npx skills add https://github.com/sagunkayastha/claude_skills_collection --skill edgartools-sagunkayastha

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides programmatic access to SEC EDGAR filings, enabling users to retrieve, analyze, and extract financial data, company information, and regulatory filings efficiently.

Core Features & Use Cases

  • Access SEC Filings: Retrieve 10-K, 10-Q, 8-K, Form 4, 13F, and other SEC filings.
  • Extract Financial Data: Parse income statements, balance sheets, and cash flow statements.
  • Company Information: Get details like CIK, ticker, industry, and outstanding shares.
  • Use Case: Analyze the financial performance of publicly traded companies by downloading and parsing their annual (10-K) and quarterly (10-Q) reports, comparing key metrics over multiple periods.

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 extract financial statements from SEC EDGAR filings using Python?

You can extract financial statements from SEC EDGAR filings using a Python library to retrieve and parse income statements, balance sheets, and cash flow statements directly from regulatory forms like 10-K and 10-Q.

What types of SEC filings can I retrieve programmatically for company analysis?

For company analysis, you can programmatically retrieve over 20 SEC filing types including 10-K, 10-Q, 8-K, Form 4, and 13F, enabling comprehensive financial data extraction and performance comparison.

Does edgartools support parsing XBRL data from SEC filings?

Yes, the edgartools Python library supports XBRL data parsing and structured object mapping, allowing you to extract standardized financial data from SEC EDGAR filings.

How do I get company information like CIK and outstanding shares from SEC EDGAR?

You can retrieve company profiles from SEC EDGAR using a Python library to get details like CIK, ticker, industry classification, and outstanding shares for publicly traded companies.

Can I analyze multiple periods of a company's financial performance using SEC EDGAR data?

Yes, you can analyze financial performance over multiple periods by downloading and parsing annual and quarterly reports from SEC EDGAR, comparing key metrics extracted from structured XBRL data.