Sec Edgar Skill

This pulls SEC filings through EdgarTools and gives you structured access to 10-Ks, 10-Qs, insider trades, and financials without parsing PDFs. The standout feature is the token efficiency strategy: calling .to_context() first saves 60-90% on tokens before you drill into full XBRL data. You can compare revenue across companies, track insider Form 4s, or analyze balance sheets over multiple periods using the Entity Facts API. The docs are thorough with five common workflows and clear guidance on when to use bulk filings versus company-specific queries. Just remember to set your identity with set_identity() first since the SEC legally requires it, or everything fails.

skills.sh installs: 173
GitHub stars: 5
last updated: Jun 3, 2026

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Install

$ npx -y skills add eng0ai/eng0-template-skills --skill sec-edgar-skill --agent claude-code

Installs into .claude/skills of the current project.

Files

SEC EDGAR Skill - Filing Analysis

Prerequisites

CRITICAL: Run this setup before ANY EdgarTools operations:

from edgar import set_identity
set_identity("Your Name your.email@example.com")  # SEC requires identification

This is a SEC legal requirement. Operations will fail without it.

Installation

EdgarTools must be installed:

pip install edgartools

Token Efficiency Strategy

ALWAYS use .to_context() first - it provides summaries with 56-89% fewer tokens:

Object	`repr()` tokens	`.to_context()` tokens	Savings
Company	~750	~75	90%
Filing	~125	~50	60%
XBRL	~2,500	~275	89%
Statement	~1,250	~400	68%

Rule: Call .to_context() first to understand what's available, then drill down.

Three Ways to Access Filings

1. Published Filings - Bulk Cross-Company Analysis

from edgar import get_filings

# Get recent 10-K filings
filings = get_filings(form="10-K")

# Filter by date range
filings = get_filings(form="10-K", year=2024, quarter=1)

SKILL.md on GitHub