Extract SEC filings and XBRL financials with edgartools
Use edgartools to fetch SEC EDGAR filings, parse 10-K/10-Q/8-K documents, and extract XBRL financial data for repeatable agent research workflows.
npx skills add agentskillexchange/skills --skill extract-sec-filings-and-xbrl-financials-with-edgartools
Use edgartools when an agent needs repeatable, source-backed SEC filing retrieval and financial extraction instead of manual EDGAR browsing. The operator installs the Python package, sets the SEC-required identity, fetches company filings, selects forms such as 10-K, 10-Q, 8-K, Form 4, or 13F, and extracts clean filing text, XBRL financial statements, or pandas-ready data for review, comparison, diligence, or downstream analysis. Invoke this when the task requires reproducible filing pulls and structured data extraction across one or many companies. The scope boundary is SEC EDGAR retrieval, parsing, and XBRL/document transformation; it is not a general finance assistant, investment advice tool, or generic Python library listing.
What this skill actually does
Inputs and prerequisites: Python, edgartools package, SEC-compliant identity email, network access to SEC EDGAR.
Setup notes: Install with pip install edgartools or uv pip install edgartools, set an SEC identity with set_identity(“your.name@email.com”), then use the documented Python API such as Company(“TSLA”).get_filings(form=”10-K”).latest() to retrieve and parse filings.
Source and verification boundary: use https://dgunning.github.io/edgartools/ as the canonical reference before running the workflow; keep commands, API calls, CLI usage, and generated outputs reviewable against that upstream source.
Framework fit: publish this as a Multi-Framework workflow only when the operator can invoke the documented toolchain directly, rather than treating the upstream project as a generic product listing.