search-records
CommunityResearch SEC filings to uncover company insights.
Authorjdrodriguez
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Efficiently retrieve and summarize SEC EDGAR filings for a company, turning scattered public records into a structured research profile.
Core Features & Use Cases
- Search by company name or CIK and fetch filings across major forms (10-K, 10-Q, 8-K, DEF 14A, S-1) to build a complete record.
- Extract and compile officer and director information, financial data, and risk factors, delivering a reusable research package.
- Generate artifacts including a JSON profile, filings list, officers/directors spreadsheet, financial trend charts, and a written summary for due diligence or litigation support.
Quick Start
Provide a company name or SEC CIK number and run the skill to generate the complete EDGAR research report.
Dependency Matrix
Required Modules
edgartoolspandasplotlyXlsxWriterdocx
Components
scripts
💻 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: search-records Download link: https://github.com/jdrodriguez/legal-toolkit/archive/main.zip#search-records Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.