Edgartools

CommunityPopular

foryourhealth111-pixel

edgartools

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

Overview

Publisher	foryourhealth111-pixel
Repository	`Vibe-Skills`
Skill name	`edgartools`
Stars	3.3K
Forks	288
Bundled files	7
License	MIT
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
7 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by foryourhealth111-pixel on GitHub. Read the source before you install it.

Installation

Install the Edgartools AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/main/bundled/skills/edgartools

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/foryourhealth111-pixel/Vibe-Skills.git /tmp/Vibe-Skills
mkdir -p .claude/skills
cp -r /tmp/Vibe-Skills/bundled/skills/edgartools .claude/skills/edgartools

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Edgartools in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Edgartools on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Edgartools is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

edgartools — SEC EDGAR Data

Python library for accessing all SEC filings since 1994 with structured data extraction.

Authentication (Required)

The SEC requires identification for API access. Always set identity before any operations:

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

Set via environment variable to avoid hardcoding: EDGAR_IDENTITY="Your Name your@email.com".

Installation

bash
uv pip install edgartools
# For AI/MCP features:
uv pip install "edgartools[ai]"

Core Workflow

Find a Company

python
from edgar import Company, find

company = Company("AAPL")        # by ticker
company = Company(320193)         # by CIK (fastest)
results = find("Apple")           # by name search

Get Filings

python
# Company filings
filings = company.get_filings(form="10-K")
filing = filings.latest()

# Global search across all filings
from edgar import get_filings
filings = get_filings(2024, 1, form="10-K")

# By accession number
from edgar import get_by_accession_number
filing = get_by_accession_number("0000320193-23-000106")

Extract Structured Data

python
# Form-specific object (most common approach)
tenk = filing.obj()              # Returns TenK, EightK, Form4, ThirteenF, etc.

# Financial statements (10-K/10-Q)
financials = company.get_financials()     # annual
financials = company.get_quarterly_financials()  # quarterly
income = financials.income_statement()
balance = financials.balance_sheet()
cashflow = financials.cashflow_statement()

# XBRL data
xbrl = filing.xbrl()
income = xbrl.statements.income_statement()

Access Filing Content

python
text = filing.text()             # plain text
html = filing.html()             # HTML
md = filing.markdown()           # markdown (good for LLM processing)
filing.open()                    # open in browser

Key Company Properties

python
company.name                     # "Apple Inc."
company.cik                      # 320193
company.ticker                   # "AAPL"
company.industry                 # "ELECTRONIC COMPUTERS"
company.sic                      # "3571"
company.shares_outstanding       # 15115785000.0
company.public_float             # 2899948348000.0
company.fiscal_year_end          # "0930"
company.exchange                 # "Nasdaq"

Form → Object Mapping

Form	Object	Key Properties
10-K	TenK	`financials`, `income_statement`, `balance_sheet`
10-Q	TenQ	`financials`, `income_statement`, `balance_sheet`
8-K	EightK	`items`, `press_releases`
Form 4	Form4	`reporting_owner`, `transactions`
13F-HR	ThirteenF	`infotable`, `total_value`
DEF 14A	ProxyStatement	`executive_compensation`, `proposals`
SC 13D/G	Schedule13	`total_shares`, `items`
Form D	FormD	`offering`, `recipients`

Important: filing.financials does NOT exist. Use filing.obj().financials.

Common Pitfalls

filing.financials → AttributeError; use filing.obj().financials
get_filings() has no limit param; use .head(n) or .latest(n)
Prefer amendments=False for multi-period analysis (amended filings may be incomplete)
Always check for None before accessing optional data

Reference Files

Load these when you need detailed information:

companies.md — Finding companies, screening, batch lookups, Company API
filings.md — Working with filings, attachments, exhibits, Filings collection API
financial-data.md — Financial statements, convenience methods, DataFrame export, multi-period analysis
xbrl.md — XBRL parsing, fact querying, multi-period stitching, standardization
data-objects.md — All supported form types and their structured objects
entity-facts.md — EntityFacts API, FactQuery, FinancialStatement, FinancialFact
ai-integration.md — MCP server setup, Skills installation, .docs and .to_context() properties

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Edgartools AI skill do?

Why use Edgartools on TypingMind?

Because you install it once and use it with any model. Edgartools is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Edgartools in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/main/bundled/skills/edgartools. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Edgartools?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Edgartools?

As many as you like. As long as a model supports skills, you can use Edgartools with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Edgartools AI skill free?

Yes. It is published on GitHub by foryourhealth111-pixel under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

edgartools — SEC EDGAR Data

Authentication (Required)

Installation

Core Workflow

Find a Company

Get Filings

Extract Structured Data

Access Filing Content

Key Company Properties

Form → Object Mapping

Common Pitfalls

Reference Files

Bundled files

Frequently asked questions

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