sec-edgar-skill
SEC EDGAR filing analysis using EdgarTools. Use when user asks about SEC filings, company financials, 10-K/10-Q analysis, insider trading, revenue trends, or financial comparisons. Triggers include "SEC filing", "10-K", "10-Q", "8-K", "EDGAR", "company financials", "revenue", "earnings", "insider trading", "financial statements". Do NOT use for real-time stock prices or market data (use market-data skill instead).
npx skills add majiayu000/claude-skill-registry --skill sec-edgar-skill-rebyteai-template-rebyte-skills-2 --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# SEC EDGAR Skill - Filing Analysis ## Prerequisites **CRITICAL: Run this setup before ANY EdgarTools operations:** ```python from edgar import set_identity set_identity("Your Name your.email@example.com") # SEC requires identification ``` This is a **SEC legal requirement**. Operations will fail without it. --- ## Installation EdgarTools must be installed: ```bash pip install edgartools ``` --- ## Token Efficiency Strategy **ALWAYS use `.to_context()` first** - it provides summaries with 56-89% fewer tokens: | Object | `repr()` tokens | `.to_context()` tokens | Savings | |--------|-----------------|------------------------|---------| | Company | ~750 | ~75 | 90% | | Filing | ~125 | ~50 | 60% | | XBRL | ~2,500 | ~275 | 89% | | Statement | ~1,250 | ~400 | 68% | **Rule:** Call `.to_context()` first to understand what's available, then drill down. --- ## Three Ways to Access Filings ### 1. Published Filings - Bulk Cross-Company Analysis ```python from edgar import get_filings # Get recent 10-K filings filings = get_filings(form="10-K") # Filter by date range filings = get_filings(form="10-K", year=2024, quarter=1) # Multiple form types filings = get_filings(form=["10-K", "10-Q"]) ```
- Prerequisites
- Installation
- Token Efficiency Strategy
- Three Ways to Access Filings
- 1. Published Filings - Bulk Cross-Company Analysis
- 2. Current Filings - Real-Time Monitoring
- 3. Company Filings - Single Entity Analysis
- Financial Data Access
- Method 1: Entity Facts API (Fast, Multi-Period)
- Method 2: Filing XBRL (Detailed, Single Period)
- Common Workflows
- Workflow 1: Compare Revenue Across Companies
- Workflow 2: Analyze Latest 10-K
- Workflow 3: Track Insider Trading
pip install edgartools
What does the sec-edgar-skill skill do?
SEC EDGAR filing analysis using EdgarTools. Use when user asks about SEC filings, company financials, 10-K/10-Q analysis, insider trading, revenue trends, or financial comparisons. Triggers include "SEC filing", "10-K", "10-Q", "8-K", "EDGAR", "company financials", "revenue", "earnings", "insider trading", "financial statements". Do NOT use for real-time stock prices or market data (use market-data skill instead).
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill sec-edgar-skill-rebyteai-template-rebyte-skills-2 --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 majiayu000/claude-skill-registry, a repository with 534 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.
