How do I find a specific company's latest annual report?

You can use `Company('TICKER').get_filings(form='10-K').latest()` to quickly retrieve the most recent 10-K filing for any public company.

Can I export SEC filing data for LLM processing?

Yes, the skill includes a `filing.markdown()` method that converts complex filings into structured Markdown, which is optimized for context-window processing by LLMs.

How do I authenticate with the SEC using this skill?

The SEC requires identification for API access. You must use `set_identity('Your Name your.email@example.com')` or set the `EDGAR_IDENTITY` environment variable before performing any operations.

Does edgartools support XBRL data extraction?

Absolutely. You can access structured XBRL facts and financial statements by calling the `.xbrl()` method on a filing object.

SEC EDGAR Data Analysis

Name: SEC EDGAR Data Analysis
Author: Yezez9

byYezez9

0•

データサイエンスとML

Accesses, analyzes, and extracts structured financial data from SEC EDGAR filings directly within your AI development workflow.

This skill empowers Claude to interact with the SEC EDGAR database using the edgartools library, facilitating the extraction of structured financial statements, insider trading reports, and institutional holdings. It streamlines complex financial research tasks by providing automated access to 10-K/10-Q reports, XBRL data parsing, and multi-period analysis, making it an essential tool for developers and analysts building financial applications or performing deep due diligence on public companies.

主な機能

010 GitHub stars

02Extract structured financial statements including Income, Balance, and Cash Flow

03Parse complex XBRL data and institutional holdings (Form 13F)

04Support for specialized forms like Form 4 (insider trading) and 8-K (current events)

05Convert filings to LLM-friendly Markdown format for improved AI reasoning

06Access all SEC filings since 1994 via ticker, CIK, or company name search

ユースケース

01Automated financial statement analysis and multi-period performance comparison

02Generating research datasets from corporate filings for machine learning and LLM fine-tuning

03Real-time monitoring of SEC filings for insider trading or institutional ownership shifts

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add yezez9/research-agent edgartools

For use in Claude.ai and ChatGPT