edgartools

name	EdgarTools
description	Query and analyze SEC filings using EdgarTools

EdgarTools

Analyze SEC filings and financial statements.

Skills

Skill	Purpose
core (this directory)	Company lookup, filings, search
financials/	Financial statements and metrics
reports/	10-K/10-Q/8-K section extraction
holdings/	13F institutional holdings
ownership/	Form 3/4/5 insider transactions
xbrl/	Low-level XBRL facts and concepts
forms.yaml	SEC form type mappings

Each skill directory has skill.yaml (patterns and examples) and sharp-edges.yaml (common mistakes to avoid).

Quick Setup

from edgar import set_identity
set_identity("Your Name [e-mail]")  # Required

API Discovery

Every object has .docs for API reference:

company.docs                    # Full API guide
company.docs.search("filings")  # Search for specific topic
filing.docs.search("xbrl")      # How to access XBRL

Common Entry Points

from edgar import Company, get_filings, find

company = Company("AAPL")           # By ticker
filing = find("0000320193-25-000079")  # By accession
filings = get_filings(form="10-K", year=2024)  # Discovery