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Query and analyze SEC filings and financial statements using EdgarTools. Get company data, filings, XBRL financials, and perform multi-company analysis.

Install Skill

Shared

Installs to .agents/skills, used by Codex, Amp, Warp, Cursor, OpenCode, and more.

CodexAmp
Warp
CursorOpenCode
Cline
Gemini CLI
GitHub Copilot
Personal

Available across projects.

$npx skills-installer add @dgunning/edgartools/core --client shared
Project

Writes to .agents/skills.

$npx skills-installer add @dgunning/edgartools/core -p --client shared
Note: Review the skill instructions before using it.

SKILL.md

name EdgarTools
description Query and analyze SEC filings using EdgarTools

EdgarTools

Analyze SEC filings and financial statements.

Skills

Skill Purpose
core (this directory) Company lookup, filings, search
financials/ Financial statements and metrics
reports/ 10-K/10-Q/8-K section extraction
funds/ Mutual funds, ETFs, NPORT/N-CEN/N-CSR
holdings/ 13F institutional holdings
ownership/ Form 3/4/5 insider transactions
xbrl/ Low-level XBRL facts and concepts
forms.yaml SEC form type mappings

Each skill directory has skill.yaml (patterns and examples) and sharp-edges.yaml (common mistakes to avoid).

Quick Setup

from edgar import set_identity
set_identity("Your Name your@email.com")  # Required

API Discovery

Every object has .docs for API reference:

company.docs                    # Full API guide
company.docs.search("filings")  # Search for specific topic
filing.docs.search("xbrl")      # How to access XBRL

Common Entry Points

from edgar import Company, get_filings, find

company = Company("AAPL")           # By ticker
filing = find("0000320193-25-000079")  # By accession
filings = get_filings(form="10-K", year=2024)  # Discovery