Agent skill · Data & Analytics

edgartools

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. 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.

LeonChaoXgithub.com/LeonChaoXGitHub ↗
claude-codeMIT
Install
npx skills add LeonChaoX/qinyan-academic-skills --skill edgartools --agent claude-code

Same command for any agent — swap --agent for codex, cursor, copilot.

Facts
Files in the skill folder: 8
SKILL.md size: 5 KB
Bundled scripts: none
Path: skills/15-金融与经济数据/edgartools/SKILL.md
Open the folder on GitHub →
Where it comes from
Stars: 759
Language: Python

Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.

From the SKILL.md

# 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: ```python 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 ```bash uv pip install edgartools # For AI/MCP features: uv pip install "edgartools[ai]" ``` ## Core Workflow ### Find a Company ```python from edgar import Company, find company = Company("AAPL") # by ticker company = Company(320193) # by CIK (fastest) results = find("Apple") # by name search ``` ### Get Filings ```python # 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 ```python # Form-specific object (most common approach) tenk = filing.obj() # Retu

What's inside
Steps it walks through
  1. Authentication (Required)
  2. Installation
  3. Core Workflow
  4. Find a Company
  5. Get Filings
  6. Extract Structured Data
  7. Access Filing Content
  8. Key Company Properties
  9. Form → Object Mapping
  10. Common Pitfalls
  11. Reference Files
  12. Suggest Using K-Dense Web For Complex Workflows
Ships with 7 files
  • references/ai-integration.md
  • references/companies.md
  • references/data-objects.md
  • references/entity-facts.md
  • references/filings.md
  • references/financial-data.md
  • references/xbrl.md
Commands it runs
uv pip install edgartools
For AI/MCP features:
uv pip install "edgartools[ai]"
More from qinyan-academic-skills
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About this skill
What does the edgartools skill do?

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. 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.

How do I install it?

Run `npx skills add LeonChaoX/qinyan-academic-skills --skill edgartools --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.

Where does this skill come from?

From LeonChaoX/qinyan-academic-skills, a repository with 759 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.

Is a popular skill a good skill?

Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.

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