Can I compare financial performance across multiple companies?

Yes, the skill supports multi-company analysis by fetching Entity Facts for various tickers and comparing specific line items like revenue or net income over multiple periods.

Why is the set_identity() function required?

The SEC requires all programmatic users to identify themselves with a Name and Email in the User-Agent string. Without this, the EDGAR system will block all API requests.

Does EdgarTools support searching for keywords inside a 10-K?

Yes, the filing.search() method allows you to perform relevance-ranked searches within the parsed HTML of any filing to find specific mentions or sections.

How does this skill handle large financial documents without hitting token limits?

The skill uses a .to_context() pattern that summarizes objects into concise representations, reducing token usage by 50-90% before you decide which specific data to drill into.

EdgarTools SEC Analyzer

Name: EdgarTools SEC Analyzer
Author: Microck

byMicrock

•

데이터 과학 및 ML

Analyzes SEC filings and financial statements using advanced EdgarTools integration for financial data extraction.

소개

EdgarTools is a specialized skill designed for financial analysts and developers to query the SEC EDGAR database directly through Claude. It enables seamless retrieval of company profiles, 10-K/10-Q filings, and XBRL-formatted financial statements. The skill features a token-efficient architecture using context-aware summaries, multi-period financial comparisons, and powerful text-search capabilities within legal documents, making it an essential tool for automated due diligence, fundamental analysis, and regulatory monitoring.

주요 기능

Comprehensive discovery tools for historical filings, company facts, and insider transactions
Deep XBRL parsing for automated extraction of Income, Balance, and Cash Flow statements
Token-efficient .to_context() methods saving up to 90% on context window usage
Real-time monitoring of the SEC RSS feed for the latest 24-hour filing activity
Advanced content search using BM25 relevance ranking to find specific text within filings
81 GitHub stars

사용 사례

Automating the screening of proxy statements for executive compensation or risk factors
Monitoring real-time regulatory submissions for specific industry tickers or form types
Performing multi-year financial trend analysis and competitor benchmarking

소개

주요 기능

Comprehensive discovery tools for historical filings, company facts, and insider transactions
Deep XBRL parsing for automated extraction of Income, Balance, and Cash Flow statements
Token-efficient .to_context() methods saving up to 90% on context window usage
Real-time monitoring of the SEC RSS feed for the latest 24-hour filing activity
Advanced content search using BM25 relevance ranking to find specific text within filings
81 GitHub stars

사용 사례

Automating the screening of proxy statements for executive compensation or risk factors
Monitoring real-time regulatory submissions for specific industry tickers or form types
Performing multi-year financial trend analysis and competitor benchmarking