brycewang-stanford 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 your@email.com") # 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