EdgarTools

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

1,599stars296forksUpdated 1/23/2026

#api #sec-filings #financial-analysis #machine-learning #data-analysis #python

Security Assessment

Low Risk(80/100)

Detected risks:

Sensitive File Access([advanced-guide.md] .env)

Security Score80/100

About EdgarTools

EdgarTools is an AI-powered tool designed to simplify the process of querying and analyzing SEC filings and financial statements. It helps users access and interpret a wide range of financial data, including company profiles, SEC filings, XBRL financials, and allows multi-company analysis. The skill addresses the challenge of extracting, filtering, and summarizing financial data in a user-friendly way, providing powerful tools for data analysis and decision-making. EdgarTools leverages SEC filing data, such as 10-K and 10-Q forms, to deliver valuable insights and facilitate financial research.

FAQ

How do I get started with EdgarTools?

To get started, set your identity using the `set_identity()` function to comply with SEC requirements. After that, you can query company data, filings, and financial statements using EdgarTools' API.

What are the key benefits of using `.to_context()`?

The `.to_context()` method is highly efficient, providing concise summaries with available actions. It is 5-10x more token-efficient than using the full objects, saving both time and computational resources.

Do I need a specific identity to use EdgarTools?

Yes, setting your identity is required by the SEC. If you do not set your identity, all API calls will fail with a 'User-Agent identity is not set' error.

Can I use EdgarTools for real-time filing monitoring?

Yes, EdgarTools provides the `get_current_filings()` function, which allows you to track the latest submissions in real-time, filtering by form type and other criteria.

What is the maximum number of filings I can retrieve with EdgarTools?

The number of filings you can retrieve depends on your query parameters, including date range and form type. You can fetch a large number of filings through the bulk analysis approach or monitor real-time filings using the SEC RSS feed.