Can I search for specific keywords inside an SEC document?

Yes, use the 'filing.search("query")' method. This uses BM25 ranking to find the most relevant sections within the filing content rather than just searching API documentation.

Why do I get a 'User-Agent identity is not set' error?

The SEC requires all API users to identify themselves. You must call 'set_identity("Name email@example.com")' before initiating any data requests.

Does this skill support real-time data?

Yes, the 'get_current_filings()' function monitors the SEC RSS feed to retrieve filings submitted within the last 24 hours.

How do I minimize token usage when analyzing large filings?

Always use the '.to_context()' method on Company, Filings, or XBRL objects. This provides a concise summary that is 5-10x more token-efficient than printing full objects.

SEC EdgarTools Analysis

Name: SEC EdgarTools Analysis
Author: Activer007

byActiver007

Ciencia de Datos y ML

Queries and analyzes SEC filings, XBRL financials, and company data for streamlined financial research and auditing.

Acerca de

EdgarTools for Claude Code provides a specialized interface for interacting with the SEC's EDGAR database, allowing users to retrieve company profiles, historical filings, and detailed XBRL financial statements. It features advanced token-management utilities via .to_context() to keep context windows clean while performing complex multi-company comparisons. Whether you need to monitor real-time filing activity, extract specific financial line items, or search for keywords within proxy statements using BM25 relevance ranking, this skill transforms Claude into a powerful financial analyst assistant.

Características Principales

Token-efficient data retrieval using .to_context() summaries
Multi-period financial trend analysis and cross-company comparisons
Content searching within filings with relevance scoring
Real-time monitoring of SEC RSS feeds for recent filings
Automated XBRL parsing for deep financial statement analysis
0 GitHub stars

Casos de Uso

Searching proxy statements for executive compensation or risk factors
Extracting specific financial metrics from 10-K and 10-Q reports
Tracking daily insider transaction filings (Form 4) for specific tickers

Acerca de

Características Principales

Token-efficient data retrieval using .to_context() summaries
Multi-period financial trend analysis and cross-company comparisons
Content searching within filings with relevance scoring
Real-time monitoring of SEC RSS feeds for recent filings
Automated XBRL parsing for deep financial statement analysis
0 GitHub stars

Casos de Uso

Searching proxy statements for executive compensation or risk factors
Extracting specific financial metrics from 10-K and 10-Q reports
Tracking daily insider transaction filings (Form 4) for specific tickers