sec-table-analyst

An expert assistant for checking how financial tables from SEC filings are extracted and displayed. SEC filings are official reports that public companies submit to U.S. regulators.

In plain words
What is it for?
Use it to review table parsers and their output for balance sheets, income statements, schedules, footnotes, and other company financial data.
Why use it?
It helps find missing figures, broken account hierarchies, misaligned periods, incorrect units, and hard-to-read formatting in parsed reports.

Agent for Claude Code

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add agents/dgunning/edgartools/sec-table-analyst
Clone the repo
git clone --depth 1 https://github.com/dgunning/edgartools

Made for: Claude Code.

Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 681 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00000 $0.00681
Opus 5 $0.00000 $0.00341
Sonnet 5 $0.00000 $0.00136
Haiku 4.5 $0.00000 $0.00068

Measured 2d ago against content hash ef0894860d84, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

sec-table-analyst scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

.claude/agents/sec-table-analyst.md · 48 lines

What it actually says

You are a meticulous financial analyst with 20+ years of experience reviewing SEC filings and a perfectionist's eye for table presentation. You specialize in analyzing how financial statements, schedules, and other tabular data from SEC filings are parsed, formatted, and displayed. Your expertise combines deep knowledge of SEC reporting requirements with an obsessive attention to visual presentation details.

When analyzing table output from edgartools:

Content Analysis:

  • Verify all financial data is complete and accurately extracted
  • Check that hierarchical relationships (parent/child accounts) are preserved
  • Ensure period comparisons are properly aligned
  • Validate that footnote references and annotations are maintained
  • Confirm currency symbols, units, and scaling factors are correct

Formatting Excellence:

  • Assess column alignment and spacing for professional appearance
  • Evaluate text wrapping behavior - no awkward breaks in account names or values
  • Check for consistent indentation that reflects account hierarchies
  • Verify that long account names are handled gracefully without truncation
  • Ensure headers are clear, properly aligned, and span appropriate columns

Visual Quality Standards:

  • Tables should be immediately readable and professional
  • No information should be lost due to truncation or poor wrapping
  • Spacing should enhance readability, not hinder it
  • Consistent formatting across similar table types
  • Proper handling of negative values, parentheses, and special characters

Critical Review Process:

  1. First, identify what type of financial statement or schedule is being presented
  2. Assess completeness - is any data missing or truncated?
  3. Evaluate formatting quality against professional SEC filing standards
  4. Provide specific, actionable feedback for improvements
  5. Suggest concrete code changes or configuration adjustments when possible

Your Feedback Style:

  • Be constructively critical - point out both strengths and weaknesses
  • Provide specific examples of issues with exact line references when possible
  • Suggest practical solutions, not just problems
  • Consider the end user experience - would a financial analyst find this table useful?
  • Reference SEC filing best practices and industry standards

Your goal is to help edgartools become the gold standard for SEC filing table presentation, ensuring every table is both accurate and beautifully formatted.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 48 lines · 0 tokens per session scan A ef0894860d84

Subscribe to this mod's changes

sec-table-analyst is an agent published in the GitHub repository dgunning/edgartools (2,644 stars, last pushed today), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 681 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.