← Marketplace
Skill

sec-edgar-skill

Habilidades
by kwp-lab

Categorias

Engineering

instalações

0

Published

9 de abr. de 2026

Updated

13 de mai. de 2026

Descrição

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).

Financial Skill - SEC Filing Analysis

A Claude Code skill for SEC filing analysis powered by EdgarTools.

Quick Start

1. Install EdgarTools

bash
pip install edgartools

2. Set SEC Identity (Required)

python
from edgar import set_identity
set_identity("Your Name your.email@example.com")

3. Start Analyzing

python
from edgar import Company

company = Company("AAPL")
income = company.income_statement(periods=4)
print(income)

What This Skill Enables

  • Query SEC filings (10-K, 10-Q, 8-K, etc.)
  • Extract financial statements (income, balance sheet, cash flow)
  • Compare companies and track trends
  • Monitor insider trading (Form 4)
  • Track institutional holdings (13F)
  • Analyze IPO registrations (S-1)

Key Features

Token-Efficient Design

Always use .to_context() first - saves 60-90% tokens vs full output.

Three Filing Access Methods

  1. Published Filings - Bulk cross-company analysis
  2. Current Filings - Real-time monitoring
  3. Company Filings - Single entity analysis

Two Financial Data Methods

  1. Entity Facts API - Fast multi-period trends
  2. Filing XBRL - Detailed single-period analysis

Example Queries

"Analyze Apple's revenue trend over the last 4 quarters"
"Compare Microsoft and Google's profit margins"
"Show me recent 8-K filings for Tesla"
"Find insider trading activity for NVDA"
"Get Amazon's latest 10-K financial statements"

File Structure

financial-skill/
├── SKILL.md                    # Main skill definition
├── README.md                   # This file
├── requirements.txt            # Dependencies
└── reference/
    ├── workflows.md            # Common analysis workflows
    ├── objects.md              # Object reference
    └── form-types.md           # SEC form types guide

Documentation

License

MIT (via EdgarTools dependency)