brycewang-stanford/EdgarTools
skills/57-dgunning-edgartools/skills/core/SKILL.md
Query and analyze SEC filings using EdgarTools
$ install --global
skillsauthnpx skillsauth add brycewang-stanford/Awesome-Agent-Skills-for-Empirical-Research EdgarToolsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Jun 6, 2026, 4:44 AM222.6s7 files scanned
SKILL.md
- 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 [email protected]") # 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
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