skills/57-dgunning-edgartools/skills/core/SKILL.md
Query and analyze SEC filings using EdgarTools
npx 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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Analyze SEC filings and financial statements.
| 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).
from edgar import set_identity
set_identity("Your Name [email protected]") # Required
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
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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Autonomous multi-round research review loop using MiniMax API. Use when you want to use MiniMax instead of Codex MCP for external review. Trigger with "auto review loop minimax" or "minimax review".
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Autonomous research review loop using any OpenAI-compatible LLM API. Configure via llm-chat MCP server or environment variables. Trigger with "auto review loop llm" or "llm review".