Can I search for specific keywords inside an SEC document?

Yes, use the 'filing.search("query")' method. This uses BM25 ranking to find the most relevant sections within the filing content rather than just searching API documentation.

Why do I get a 'User-Agent identity is not set' error?

The SEC requires all API users to identify themselves. You must call 'set_identity("Name email@example.com")' before initiating any data requests.

Does this skill support real-time data?

Yes, the 'get_current_filings()' function monitors the SEC RSS feed to retrieve filings submitted within the last 24 hours.

How do I minimize token usage when analyzing large filings?

Always use the '.to_context()' method on Company, Filings, or XBRL objects. This provides a concise summary that is 5-10x more token-efficient than printing full objects.

SEC EdgarTools Analysis

Name: SEC EdgarTools Analysis
Author: Activer007

byActiver007

0•

数据科学与机器学习

Queries and analyzes SEC filings, XBRL financials, and company data for streamlined financial research and auditing.

EdgarTools for Claude Code provides a specialized interface for interacting with the SEC's EDGAR database, allowing users to retrieve company profiles, historical filings, and detailed XBRL financial statements. It features advanced token-management utilities via .to_context() to keep context windows clean while performing complex multi-company comparisons. Whether you need to monitor real-time filing activity, extract specific financial line items, or search for keywords within proxy statements using BM25 relevance ranking, this skill transforms Claude into a powerful financial analyst assistant.

主要功能

01Token-efficient data retrieval using .to_context() summaries

02Multi-period financial trend analysis and cross-company comparisons

03Content searching within filings with relevance scoring

04Real-time monitoring of SEC RSS feeds for recent filings

05Automated XBRL parsing for deep financial statement analysis

060 GitHub stars

使用场景

01Searching proxy statements for executive compensation or risk factors

02Extracting specific financial metrics from 10-K and 10-Q reports

03Tracking daily insider transaction filings (Form 4) for specific tickers

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add activer007/ordinary-claude-skills edgartools

For use in Claude.ai and ChatGPT

主要功能

01Token-efficient data retrieval using .to_context() summaries

02Multi-period financial trend analysis and cross-company comparisons

03Content searching within filings with relevance scoring

04Real-time monitoring of SEC RSS feeds for recent filings

05Automated XBRL parsing for deep financial statement analysis

060 GitHub stars

使用场景

01Searching proxy statements for executive compensation or risk factors

02Extracting specific financial metrics from 10-K and 10-Q reports

03Tracking daily insider transaction filings (Form 4) for specific tickers

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add activer007/ordinary-claude-skills edgartools

For use in Claude.ai and ChatGPT