skills.rest
smrik
smrikCOMMUNITY
Explore all skills by this author →
GitHub

edgartools

Retrieve SEC EDGAR filings and extract financial data into Python objects.

1|Updated Mar 5, 2026
Search Tags:#data extraction#financial analysis#investing#edgar#xbrl#sec
One-click install
npx skills add https://github.com/smrik/ai-fund --skill edgartools-smrik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: edgartools
Source: https://github.com/smrik/ai-fund/tree/main/skills/edgartools
Command: npx skills add https://github.com/smrik/ai-fund --skill edgartools-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill solves the complexity of navigating the SEC EDGAR database, allowing users to programmatically access, parse, and analyze decades of regulatory filings without manual searching or complex web scraping.

Core Features & Use Cases

  • Structured Data Extraction: Automatically convert raw SEC filings into clean Python objects, including financial statements, insider trading reports, and institutional holdings.
  • Multi-Period Analysis: Perform side-by-side comparisons of financial metrics across multiple quarters or years for any public company.
  • Use Case: A researcher can use this skill to pull the last five years of 10-K filings for a list of competitors, extract their revenue and net income into a DataFrame, and calculate year-over-year growth rates in seconds.

Quick Start

Use the edgartools skill to retrieve the latest 10-K filing for Apple and extract its income statement into a structured format.

Frequently Asked Questions about edgartools

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

FAQPage Schema
How do I extract XBRL financial statements from SEC EDGAR filings?▼

This skill provides programmatic access to SEC EDGAR filings, allowing you to retrieve and parse XBRL financial statements directly. It automatically converts raw filings into clean Python objects for structured data extraction.

Can I compare financial metrics across multiple reporting periods for a public company?▼

Yes, you can perform side-by-side multi-period financial comparisons across quarters or years for any public company. The skill extracts metrics like revenue and net income from historical filings into structured formats for analysis.

How do I retrieve insider transactions and institutional holdings from SEC EDGAR?▼

You can retrieve insider transactions and institutional holdings through programmatic access to SEC EDGAR filings. The skill parses regulatory documents to extract this structured data without manual searching or web scraping.

What is the best way to automate SEC filing research for a list of competitors?▼

Automating SEC filing research is best achieved through programmatic access to retrieve company profiles and historical filings. This skill lets you pull years of 10-K filings for multiple competitors and extract financial data in seconds.

Does the edgartools skill require web scraping to access SEC EDGAR data?▼

No, the edgartools skill provides programmatic access to SEC EDGAR without requiring complex web scraping. It handles retrieval and parsing of regulatory filings, XBRL data, and company profiles directly into Python objects.

Related Skills

Explore More Finance & Accounting Skills→
rebyteai-templaterebyteai-template
15

sec-edgar-skill

Analyze SEC EDGAR filings for financial statements and insider trading data.

Official
Intermediate
kyegomezkyegomez
7.0k

financial-analysis

Automate financial analysis from income statements, balance sheets, and cash flow data.

Community
Advanced
AlterLab-IEUAlterLab-IEU
58

alterlab-edgartools

Fetch and parse SEC EDGAR filings into structured financial data.

Community
Advanced
0xZKnw0xZKnw

edgar-sec-filings

Analyze SEC EDGAR filings to extract fundamental insights and risk signals.

Community
Advanced