Can I extract data into a format Claude understands?

Yes, the skill specifically supports converting SEC filings into Markdown and plain text, which are the optimal formats for LLM processing and analysis.

What types of SEC forms can I analyze with this skill?

It supports all major SEC filings including 10-K (Annual), 10-Q (Quarterly), 8-K (Current Events), Form 4 (Insider Trading), and 13F (Institutional Holdings).

Does this skill require an API key for SEC access?

No API key is required, but the SEC requires you to declare your identity (Name and Email) for programmatic access, which can be set via the set_identity function or an environment variable.

How do I look up a specific company?

You can find companies instantly using either their stock ticker symbol (e.g., 'MSFT') or their Central Index Key (CIK) number.

SEC Financial Data Analyst

Name: SEC Financial Data Analyst
Author: Jst-Well-Dan

byJst-Well-Dan

•

データサイエンスとML

Automates the extraction and analysis of SEC EDGAR filings and financial statements for comprehensive business intelligence.

This skill equips Claude with the ability to programmatically interface with the US SEC EDGAR database using the edgartools library. It enables deep dives into corporate financials, including 10-K and 10-Q reports, tracking insider trading via Form 4, and monitoring institutional holdings with 13F filings. It is an essential tool for financial analysts, researchers, and developers who need structured, LLM-friendly financial data in Markdown or text format directly from official sources to perform fundamental analysis, compliance checks, or competitive research.

主な機能

01Track insider trading activities and institutional holdings via Form 4 and 13F

02Convert complex SEC filings into LLM-optimized Markdown for rapid context processing

03Monitor immediate material events and press releases through 8-K filings

047 GitHub stars

05Extract structured financial statements including balance sheets and income statements

06Retrieve historical and real-time SEC filings using Ticker or CIK identifiers

ユースケース

01Tracking institutional investment trends and executive insider trading patterns

02Conducting corporate due diligence by scanning 10-K risk factors and quarterly reports

03Automating fundamental analysis and financial ratio calculation for investment research

主な機能

01Track insider trading activities and institutional holdings via Form 4 and 13F

02Convert complex SEC filings into LLM-optimized Markdown for rapid context processing

03Monitor immediate material events and press releases through 8-K filings

047 GitHub stars

05Extract structured financial statements including balance sheets and income statements

06Retrieve historical and real-time SEC filings using Ticker or CIK identifiers

ユースケース

01Tracking institutional investment trends and executive insider trading patterns

02Conducting corporate due diligence by scanning 10-K risk factors and quarterly reports

03Automating fundamental analysis and financial ratio calculation for investment research