Edgartools
Find the latest up to date information by visiting https://edgartools.readthedocs.io/en/latest/.
Edgartools is a python wrapper around the SEC EDGAR API. It's extremely useful for navigating anything that is publicly accessible through this API.
This includes but is not limited to:
- Explore companies
- Get latest filings of all types
- Manipulate structured xbrl data
- Download entire filings as text or markdown
Some tips
- You must always set an identity with
edgar.set_identity("First Last first.last@example.com"). - This format of
"name email"is enforced by the SEC. - There are convenience methods to access a company's latest filings, see
docs/filings.md - Do not veer into the deep end of XBRL parsing unless explicitly asked
- Most documents can fit into your context window.
- However, if you must partially read a filing, read the appropriate report.
Reading filings
Essential setup
Install with uv
uv add edgartools>>> import edgar # Notice the difference between package install name and import name. This is extremely important.
>>> edgar.set_identity("name email@example.com")Fetching company filings
>>> filing = edgar.get_by_accession_number("0000104169-25-000191") # fetch filing by ID - no need to create Company class.
>>> company = edgar.Company("WMT") # protip: you can use CIK, or ticker here.
>>> filing = company.latest(form=["10-K", "10-Q"]) # protip: you can specify multiple form types here
>>> filing.markdown() # get entire filing as markdown
>>> filing.text() # get entire filing as beautifully rendered text. Prefer this as output for readability.
>>> # You may save the entire file to /tmp/ for fast repeated grepping
>>> with open(f"/tmp/{filing.accession_number}.txt", "w") as fh:
... fh.write(filing.text())
>>> filing.reports # get list of specific reports (disaggregated revenues, etc)
>>> print(str(filing.reports[37].text())) # get a specific report as textA full filing may be too large to read at once with the Read tool. However, you can either split the file into 3-4 chunks, or read only the relevant reports directly.