EdgarTools
CommunityQuery and analyze SEC filings with EdgarTools.
Authordgunning
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Analysts spend hours sifting through SEC filings and extracting key numbers. EdgarTools provides a unified, AI-friendly way to query filings, pull structured data, and perform multi-company analysis, reducing manual research time and complexity.
Core Features & Use Cases
- Unified API patterns: Access filings, XBRL data, and company facts via concise methods and AI-friendly docs.
- Multi-company analysis: Compare revenue across multiple companies using helper functions and workflow examples.
- AI-optimized context: Use
.to_context()outputs to feed AI agents with compact metadata for fast decisions. - Comprehensive documentation: Centralized skill docs, object references, and workflows to accelerate learning.
Quick Start
Get started by loading EdgarTools, set identity, and fetch Apple's latest 10-K summary:
- Set your SEC identity with
set_identity("Your Name your@email.com") - Create a Company("AAPL") and call
to_context()for a concise profile - Access a filing’s XBRL using
filing.xbrl()and inspectxbrl.statementsfor quick numbers
Dependency Matrix
Required Modules
None requiredComponents
Standard packageđź’» 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: EdgarTools Download link: https://github.com/dgunning/edgartools/archive/main.zip#edgartools Please download this .zip file, extract it, and install it in the .claude/skills/ directory.