bdc-xbrl-extraction
CommunityExtract BDC XBRL investments into data.
Finance & Accounting#data-extraction#portfolio-analysis#affiliates#bdc#xbrl#investment-data#sec-filings
Authorspinbris
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill automates the extraction and structuring of investment data from Business Development Company (BDC) SEC filings by parsing XBRL data across multiple Schedules and assembling per-investment records, reducing manual reconciliation and data fragility.
Core Features & Use Cases
- Cross-statement data stitching: joins investment identifiers found in XBRL context dimensions across Schedule of Investments, Balance Sheet, and Parenthetical data to build complete investment records.
- Debt vs Equity classification: automatically categorizes investments as debt or equity using multiple signals including type terms and available fields.
- Affiliated roll-forward & portfolio summaries: extracts affiliated roll-forward activity and produces a portfolio-level summary by industry and affiliation.
Quick Start
Run the extractor for a target ticker to generate debt and equity CSV outputs.
Dependency Matrix
Required Modules
pandasedgar
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: bdc-xbrl-extraction Download link: https://github.com/spinbris/BDC_Analysis/archive/main.zip#bdc-xbrl-extraction Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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