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EdgarTools

Query and analyze SEC filings using EdgarTools

Published by brycewang-stanford ↗brycewang-stanford/Auto-Empirical-Research-Skills

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EdgarTools

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Use EdgarTools to analyze SEC filings for [company] and answer [research question], using my required SEC identity [name and email].

Required inputs

[company]
[research question]
[name and email]

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SKILL.md

name: EdgarToolsdescription: Query and analyze SEC filings using EdgarTools

EdgarTools

Analyze SEC filings and financial statements.

Skills

Skill	Purpose
core (this directory)	Company lookup, filings, search
financials/	Financial statements and metrics
reports/	10-K/10-Q/8-K section extraction
holdings/	13F institutional holdings
ownership/	Form 3/4/5 insider transactions
xbrl/	Low-level XBRL facts and concepts
forms.yaml	SEC form type mappings

Each skill directory has skill.yaml (patterns and examples) and sharp-edges.yaml (common mistakes to avoid).

Quick Setup

from edgar import set_identity
set_identity("Your Name your@email.com")  # Required

API Discovery

Every object has .docs for API reference:

company.docs                    # Full API guide
company.docs.search("filings")  # Search for specific topic
filing.docs.search("xbrl")      # How to access XBRL

Common Entry Points

from edgar import Company, get_filings, find

company = Company("AAPL")           # By ticker
filing = find("0000320193-25-000079")  # By accession
filings = get_filings(form="10-K", year=2024)  # Discovery