Do I need to register with the SEC to use this skill?

No registration is required, but you must call set_identity() with your name and email to comply with the SEC's mandatory User-Agent requirements.

Can I search for specific keywords inside a 10-K or 10-Q?

Yes, use the filing.search('query') method to perform a BM25 relevance search within the document text to find specific topics or sections.

Can I export financial data to other formats?

The skill extracts data in structured formats like pandas DataFrames or XBRL objects, which can then be easily converted to Markdown, JSON, or CSV for reporting.

Does it support real-time filing updates?

Yes, it can access the SEC RSS feed for 'Current Filings' submitted within the last 24 hours for immediate monitoring of market events.

How does this skill manage large SEC filing documents efficiently?

The skill includes a .to_context() method that generates concise summaries of filings and financial objects, reducing token consumption by 50% to 90% compared to full data outputs.

EdgarTools SEC Analysis

Name: EdgarTools SEC Analysis
Author: Microck

byMicrock

•

Data Science & ML

Queries and analyzes SEC filings and financial statements for deep financial research and company data extraction.

About

EdgarTools for Claude is a specialized skill that integrates the SEC's EDGAR database directly into your AI workflow, allowing for sophisticated financial analysis and data retrieval. It enables users to pull real-time company profiles, download XBRL-formatted financial statements (Income, Balance, Cash Flow), and perform semantic searches within massive filings like 10-Ks and proxy statements. Built for performance, it features specialized token-efficient methods to provide concise data summaries, making it ideal for high-volume cross-company comparisons and automated financial reporting.

Key Features

Analyze multi-period financial trends and perform side-by-side company comparisons.
Extract structured XBRL financial statements for automated data processing.
81 GitHub stars
Search filing content with relevance ranking to find specific clauses or disclosures.
Retrieve real-time and historical SEC filings by ticker, CIK, or company name.
Token-optimized summaries via .to_context() to minimize API overhead.

Use Cases

Legal teams searching for specific disclosures and executive compensation details in proxy statements.
Developers building automated investment screening or compliance monitoring tools.
Financial analysts performing industry-wide competitive research and revenue trend analysis.

About

Key Features

Analyze multi-period financial trends and perform side-by-side company comparisons.
Extract structured XBRL financial statements for automated data processing.
81 GitHub stars
Search filing content with relevance ranking to find specific clauses or disclosures.
Retrieve real-time and historical SEC filings by ticker, CIK, or company name.
Token-optimized summaries via .to_context() to minimize API overhead.

Use Cases

Legal teams searching for specific disclosures and executive compensation details in proxy statements.
Developers building automated investment screening or compliance monitoring tools.
Financial analysts performing industry-wide competitive research and revenue trend analysis.