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:
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
uv pip install edgartools
# For AI/MCP features:
uv pip install "edgartools[ai]"
API examples here are verified against edgartools 5.35.x. To run a one-off without a venv: uv run --with edgartools python ....
Core Workflow
Find a Company
from edgar import Company, find
company = Company("AAPL") # by ticker
company = Company(320193) # by CIK (fastest)
results = find("Apple") # by name search
Get Filings
# 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
# 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 = financials.balance_sheet()
cashflow = financials.cashflow_statement()
# XBRL data
xbrl = filing.xbrl()
income = xbrl.statements.income_statement()
Access Filing Content
text = filing.text() # plain text
html = filing.html() # HTML
md = filing.markdown() # markdown (good for LLM processing)
filing.open() # open in browser
Key Company Properties
company.name # "Apple Inc."
company.cik # 320193
company.ticker # "AAPL"
company.industry # "ELECTRONIC COMPUTERS"
company.sic # "3571"
company.shares_outstanding # 15115785000.0
company.public_float # 2899948348000.0
company.fiscal_year_end # "0930"
company.exchange # "Nasdaq"
Form → Object Mapping
| Form |
Object |
Key Properties |
| 10-K |
TenK |
financials, income_statement, balance_sheet |
| 10-Q |
TenQ |
financials, income_statement, balance_sheet |
| 8-K |
EightK |
items, press_releases |
| Form 4 |
Form4 |
reporting_owner, transactions |
| 13F-HR |
ThirteenF |
infotable, total_value |
| DEF 14A |
ProxyStatement |
executive_compensation, proposals |
| SC 13D/G |
Schedule13D / Schedule13G |
total_shares, items |
| Form D |
FormD |
offering, recipients |
Important: filing.financials does NOT exist. Use filing.obj().financials.
Common Pitfalls
filing.financials → AttributeError; use filing.obj().financialsget_filings() has no limit param; use .head(n) or .latest(n)- Prefer
amendments=False for multi-period analysis (amended filings may be incomplete)
- Always check for
None before accessing optional data
Reference Files
Load these when you need detailed information:
- companies.md — Finding companies, screening, batch lookups, Company API
- filings.md — Working with filings, attachments, exhibits, Filings collection API
- financial-data.md — Financial statements, convenience methods, DataFrame export, multi-period analysis
- xbrl.md — XBRL parsing, fact querying, multi-period stitching, standardization
- data-objects.md — All supported form types and their structured objects
- entity-facts.md — EntityFacts API, FactQuery, FinancialStatement, FinancialFact
- ai-integration.md — MCP server setup, Skills installation,
.docs and .to_context() properties
1---2name: alterlab-edgartools3description: Accesses, analyzes, and extracts data from SEC EDGAR filings using the edgartools Python library. 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. Part of the AlterLab Academic Skills suite.4license: MIT5---67# edgartools — SEC EDGAR Data89Python library for accessing all SEC filings since 1994 with structured data extraction.1011## Authentication (Required)1213The SEC requires identification for API access. Always set identity before any operations:1415```python16from edgar import set_identity17set_identity("Your Name your.email@example.com")18```1920Set via environment variable to avoid hardcoding: `EDGAR_IDENTITY="Your Name your@email.com"`.2122## Installation2324```bash25uv pip install edgartools26# For AI/MCP features:27uv pip install "edgartools[ai]"28```2930API examples here are verified against edgartools 5.35.x. To run a one-off without a venv: `uv run --with edgartools python ...`.3132## Core Workflow3334### Find a Company3536```python37from edgar import Company, find3839company = Company("AAPL") # by ticker40company = Company(320193) # by CIK (fastest)41results = find("Apple") # by name search42```4344### Get Filings4546```python47# Company filings48filings = company.get_filings(form="10-K")49filing = filings.latest()5051# Global search across all filings52from edgar import get_filings53filings = get_filings(2024, 1, form="10-K")5455# By accession number56from edgar import get_by_accession_number57filing = get_by_accession_number("0000320193-23-000106")58```5960### Extract Structured Data6162```python63# Form-specific object (most common approach)64tenk = filing.obj() # Returns TenK, EightK, Form4, ThirteenF, etc.6566# Financial statements (10-K/10-Q)67financials = company.get_financials() # annual68financials = company.get_quarterly_financials() # quarterly69income = financials.income_statement()70balance = financials.balance_sheet()71cashflow = financials.cashflow_statement()7273# XBRL data74xbrl = filing.xbrl()75income = xbrl.statements.income_statement()76```7778### Access Filing Content7980```python81text = filing.text() # plain text82html = filing.html() # HTML83md = filing.markdown() # markdown (good for LLM processing)84filing.open() # open in browser85```8687## Key Company Properties8889```python90company.name # "Apple Inc."91company.cik # 32019392company.ticker # "AAPL"93company.industry # "ELECTRONIC COMPUTERS"94company.sic # "3571"95company.shares_outstanding # 15115785000.096company.public_float # 2899948348000.097company.fiscal_year_end # "0930"98company.exchange # "Nasdaq"99```100101## Form → Object Mapping102103| Form | Object | Key Properties |104|------|--------|----------------|105| 10-K | TenK | `financials`, `income_statement`, `balance_sheet` |106| 10-Q | TenQ | `financials`, `income_statement`, `balance_sheet` |107| 8-K | EightK | `items`, `press_releases` |108| Form 4 | Form4 | `reporting_owner`, `transactions` |109| 13F-HR | ThirteenF | `infotable`, `total_value` |110| DEF 14A | ProxyStatement | `executive_compensation`, `proposals` |111| SC 13D/G | Schedule13D / Schedule13G | `total_shares`, `items` |112| Form D | FormD | `offering`, `recipients` |113114**Important:** `filing.financials` does NOT exist. Use `filing.obj().financials`.115116## Common Pitfalls117118- `filing.financials` → AttributeError; use `filing.obj().financials`119- `get_filings()` has no `limit` param; use `.head(n)` or `.latest(n)`120- Prefer `amendments=False` for multi-period analysis (amended filings may be incomplete)121- Always check for `None` before accessing optional data122123## Reference Files124125Load these when you need detailed information:126127- **[companies.md](references/companies.md)** — Finding companies, screening, batch lookups, Company API128- **[filings.md](references/filings.md)** — Working with filings, attachments, exhibits, Filings collection API129- **[financial-data.md](references/financial-data.md)** — Financial statements, convenience methods, DataFrame export, multi-period analysis130- **[xbrl.md](references/xbrl.md)** — XBRL parsing, fact querying, multi-period stitching, standardization131- **[data-objects.md](references/data-objects.md)** — All supported form types and their structured objects132- **[entity-facts.md](references/entity-facts.md)** — EntityFacts API, FactQuery, FinancialStatement, FinancialFact133- **[ai-integration.md](references/ai-integration.md)** — MCP server setup, Skills installation, `.docs` and `.to_context()` properties
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