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描述
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
- Published Filings - Bulk cross-company analysis
- Current Filings - Real-time monitoring
- Company Filings - Single entity analysis
Two Financial Data Methods
- Entity Facts API - Fast multi-period trends
- 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)