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jdrodriguez
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search-records

Compile SEC EDGAR filings into structured research profiles with JSON, XLSX, and HTML outputs.

6|Updated Feb 10, 2026
Search Tags:#research#filings#edgar#financials#sec#officers-directors
One-click install
npx skills add https://github.com/jdrodriguez/legal-toolkit --skill search-records
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: search-records
Source: https://github.com/jdrodriguez/legal-toolkit/tree/main/legal-toolkit/skills/search-records
Command: npx skills add https://github.com/jdrodriguez/legal-toolkit --skill search-records

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires edgartools, pandas, plotly, XlsxWriter, docx, and includes scripts (resource) components.

What problem does it solve?

Efficiently retrieve and summarize SEC EDGAR filings for a company, turning scattered public records into a structured research profile.

Core Features & Use Cases

  • Search by company name or CIK and fetch filings across major forms (10-K, 10-Q, 8-K, DEF 14A, S-1) to build a complete record.
  • Extract and compile officer and director information, financial data, and risk factors, delivering a reusable research package.
  • Generate artifacts including a JSON profile, filings list, officers/directors spreadsheet, financial trend charts, and a written summary for due diligence or litigation support.

Quick Start

Provide a company name or SEC CIK number and run the skill to generate the complete EDGAR research report.

Frequently Asked Questions about search-records

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

FAQPage Schema
How do I compile SEC EDGAR filings for a company into a structured research profile?▼

You compile SEC EDGAR filings by searching a company name or CIK to fetch major forms like 10-K, 10-Q, and 8-K. This generates a structured research profile including a JSON profile, filings spreadsheet, and officer data for due diligence.

What SEC filing forms are included in an EDGAR due diligence report?▼

An EDGAR due diligence report includes major SEC filing forms such as 10-K, 10-Q, 8-K, DEF 14A, and S-1. It extracts governance data, financials, and risk factors to build a complete company research record.

Can I extract officer and director information from SEC filings into Excel?▼

Yes, you can extract officer and director information from SEC filings into Excel. The process generates an officers_directors.xlsx spreadsheet, alongside a JSON profile and financial trend charts, to support litigation or due diligence research.

Does this EDGAR research tool require a CIK number to look up company financials?▼

No, looking up company financials does not strictly require a CIK number. You can provide either the company name or the SEC CIK number to fetch the defined year window of filings and generate the financial trend outputs.

What is the best way to visualize financial trends from SEC EDGAR data?▼

The best way to visualize financial trends from SEC EDGAR data is through generated HTML charts. The process uses the extracted financial data to produce a financial_trends.html file, providing visual outputs for due diligence analysis.

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