SEC Filing Analysis

Extract financial data and insider transactions from SEC filings.

2.6k|450|Updated Dec 24, 2022

Search Tags:#financial analysis #market research #filings #SEC #insider trading #company data #XBRL

One-click install

npx skills add https://github.com/dgunning/edgartools --skill sec-filing-analysis

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Skill: SEC Filing Analysis
Source: https://github.com/dgunning/edgartools/tree/main/edgar/ai/skills/sec_analysis
Command: npx skills add https://github.com/dgunning/edgartools --skill sec-filing-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Analyzing SEC filings is complex, time-consuming, and requires navigating vast amounts of unstructured data. This Skill automates the extraction and analysis of financial data, insider transactions, and company reports, eliminating manual research and complex parsing. It helps you quickly get the financial intelligence you need without the tedious work.

Core Features & Use Cases

Comprehensive Filing Access: Retrieve any SEC filing (10-K, 10-Q, 8-K, Form 4, etc.) since 1994.
Financial Statement Extraction: Easily access Balance Sheets, Income Statements, Cash Flows, and individual line items for single or multiple periods.
Insider Transaction Monitoring: Get structured data from Form 3, 4, and 5 filings to track insider activity.
Use Case: Quickly compare the revenue trends of Apple, Microsoft, and Google over the last three fiscal years to identify market leaders and growth patterns, all with a single command.

Quick Start

Use the SEC Filing Analysis skill to get Apple's revenue for the last 3 fiscal years.