How does EdgarTools save on token usage?

It uses the .to_context() method which provides concise summaries of large financial objects, reducing token consumption by 50-90% compared to full data dumps.

Why do I need to set my identity for EdgarTools?

The SEC requires all automated tools to identify themselves with a name and email via the User-Agent header; failing to do so will cause API calls to be blocked.

Can I search for specific text inside an SEC filing?

Yes, use the filing.search('query') method, which utilizes BM25 ranking to find the most relevant sections within a document.

What financial statements can I retrieve?

You can access Income Statements, Balance Sheets, and Cash Flow Statements for both annual (10-K) and quarterly (10-Q) periods using the Entity Facts API or XBRL files.

EdgarTools SEC Analysis

Name: EdgarTools SEC Analysis
Author: Activer007

byActiver007

数据科学与机器学习

Accesses and analyzes real-time SEC filings and financial statements with token-efficient data retrieval.

关于

EdgarTools provides a comprehensive interface for Claude to query the SEC EDGAR database, allowing users to extract financial statements, analyze corporate filings, and perform multi-company comparisons. It streamlines the process of fetching 10-Ks, 10-Qs, and 8-Ks while utilizing specialized methods like .to_context() to minimize token usage and maximize context relevance for AI-driven financial analysis. This skill is essential for developers and analysts building investment research workflows or automated compliance monitoring tools.

主要功能

Advanced search with BM25 relevance ranking across filings
0 GitHub stars
Direct access to XBRL-parsed financial statements
Token-efficient data summaries using .to_context()
Automated multi-period financial trend analysis
Real-time monitoring of current SEC RSS feeds

使用场景

Searching for specific keywords in proxy statements (DEF 14A)
Analyzing company revenue trends over multiple fiscal years
Comparing balance sheets across multiple tickers in a single session

关于

主要功能

Advanced search with BM25 relevance ranking across filings
0 GitHub stars
Direct access to XBRL-parsed financial statements
Token-efficient data summaries using .to_context()
Automated multi-period financial trend analysis
Real-time monitoring of current SEC RSS feeds

使用场景

Searching for specific keywords in proxy statements (DEF 14A)
Analyzing company revenue trends over multiple fiscal years
Comparing balance sheets across multiple tickers in a single session