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[FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Basierend auf der SOC-Berufsklassifikation
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | data-edgar |
| description | [FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly |
You have access to 20 EDGAR MCP tools for retrieving structured financial data, SEC filings, and company identifiers directly from the SEC. No API key needed -- uses a User-Agent header for identification.
| MCP Tool | Description |
|---|---|
edgar_company_facts | Get ALL XBRL facts for a company by CIK -- every financial concept across all filings. Comprehensive structured financial data. |
edgar_company_concept | Get a single XBRL concept for one company over time (e.g., Revenue history for AAPL). Ideal for time-series of a specific metric. |
edgar_frames | Cross-sectional XBRL frame: one concept across ALL companies for a single period. Great for peer comparison and screening. |
edgar_concept | Aggregated data for a single XBRL concept across all companies for a year (alias for frames with USD unit). |
edgar_xbrl_tags | List available XBRL tags/concepts for a company within a taxonomy. Discover what a company reports before querying. |
| MCP Tool | Description |
|---|---|
edgar_submissions | Full submission history for a company: metadata (name, SIC, tickers, exchanges) plus all recent filings. |
edgar_filings | Get filings filtered by form type (10-K, 10-Q, 8-K, etc.). Returns dates, accession numbers, document links. |
edgar_filing_by_accession | Get a specific filing by CIK and accession number. Returns the filing index with all documents. |
edgar_recent_filings | Get the most recent N filings for a company regardless of form type. |
edgar_company_tickers | Complete SEC ticker-to-CIK mapping for all companies. |
edgar_cik_lookup | Look up a CIK number from a ticker symbol. |
| MCP Tool | Description |
|---|---|
edgar_full_text_search | Search across all SEC filings by keyword. Filter by form type and date range. Returns matching filings with excerpts. |
edgar_efts_search | Advanced full-text search with exact phrase matching, date ranges, and form type filtering. |
edgar_document_content | Fetch the raw content of a specific SEC filing document by URL. |
| MCP Tool | Description |
|---|---|
edgar_cik_from_ticker | Resolve a stock ticker to its SEC CIK number. Essential for using other EDGAR tools. |
edgar_ticker_from_cik | Reverse lookup: CIK to ticker symbol. |
edgar_company_search | Search for SEC-registered companies by name with partial matching. |
edgar_sic_lookup | Find companies by SIC (Standard Industrial Classification) code. |
edgar_mutual_fund_search | Search for mutual funds by name or ticker in SEC filings. |
edgar_series_search | Search for investment company series and classes (mutual funds, ETFs). |
| Taxonomy | Concept | Description |
|---|---|---|
us-gaap | Revenues | Total revenue |
us-gaap | NetIncomeLoss | Net income |
us-gaap | Assets | Total assets |
us-gaap | EarningsPerShareBasic | Basic EPS |
us-gaap | OperatingIncomeLoss | Operating income |
us-gaap | LongTermDebt | Long-term debt |
edgar_cik_from_ticker to resolve tickers first.0000320193 for Apple).edgar_company_facts) returns a large payload with all financial data -- use edgar_company_concept for targeted queries.edgar_frames is uniquely powerful for screening: get one metric for every public company in one call.