edgartools

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Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

AI & Automation 2,279 stars 168 forks Updated 3 weeks ago Apache-2.0

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Skill Content

# edgartools — SEC EDGAR Data Python library for accessing all SEC filings since 1994 with structured data extraction. ## Authentication (Required) The SEC requires identification for API access. Always set identity before any operations: ```python from edgar import set_identity set_identity("Your Name your.email@example.com") ``` Set via environment variable to avoid hardcoding: `EDGAR_IDENTITY="Your Name your@email.com"`. ## Installation ```bash uv pip install edgartools # For AI/MCP features: uv pip install "edgartools[ai]" ``` ## Core Workflow ### Find a Company ```python from edgar import Company, find company = Company("AAPL") # by ticker company = Company(320193) # by CIK (fastest) results = find("Apple") # by name search ``` ### Get Filings ```python # Company filings filings = company.get_filings(form="10-K") filing = filings.latest() # Global search across all filings from edgar import get_filings filings = get_filings(2024, 1, form="10-K") # By accession number from edgar import get_by_accession_number filing = get_by_accession_number("0000320193-23-000106") ``` ### Extract Structured Data ```python # Form-specific object (most common approach) tenk = filing.obj() # Returns TenK, EightK, Form4, ThirteenF, etc. # Financial statements (10-K/10-Q) financials = company.get_financials() # annual financials = company.get_quarterly_financials() # quarterly income = financials.income_statement() balance = financi...

Details

Author
foryourhealth111-pixel
Repository
foryourhealth111-pixel/Vibe-Skills
Created
3 months ago
Last Updated
3 weeks ago
Language
Python
License
Apache-2.0

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