Accesses and analyzes real-time SEC filings and financial statements with token-efficient data retrieval.
EdgarTools provides a comprehensive interface for Claude to query the SEC EDGAR database, allowing users to extract financial statements, analyze corporate filings, and perform multi-company comparisons. It streamlines the process of fetching 10-Ks, 10-Qs, and 8-Ks while utilizing specialized methods like .to_context() to minimize token usage and maximize context relevance for AI-driven financial analysis. This skill is essential for developers and analysts building investment research workflows or automated compliance monitoring tools.
Key Features
01Advanced search with BM25 relevance ranking across filings
020 GitHub stars
03Direct access to XBRL-parsed financial statements
04Token-efficient data summaries using .to_context()
05Automated multi-period financial trend analysis
06Real-time monitoring of current SEC RSS feeds
Use Cases
01Searching for specific keywords in proxy statements (DEF 14A)
02Analyzing company revenue trends over multiple fiscal years
03Comparing balance sheets across multiple tickers in a single session
