edgar-data-guide

A reference guide for downloading company financial information from SEC EDGAR, the U.S. Securities and Exchange Commission’s public filing database. It covers annual and quarterly statements such as income statements, balance sheets, and cash-flow data.

In plain words
What is it for?
Use it to fetch annual or quarterly filings for the default stock set or selected tickers and save the results as wide-format CSV files.
Why use it?
It removes the need to work out the correct pipeline command, filing period, ticker selection, and output file for fundamental data.

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/wolfpackofone/q-agent/edgar-data-guide
Clone the repo
git clone --depth 1 https://github.com/WolfpackOfOne/Q-agent

Made for: Claude Code.

Per session 97 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,263 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 $0.00097 $0.01263
Opus 5 $0.00048 $0.00632
Sonnet 5 $0.00019 $0.00253
Haiku 4.5 $0.00010 $0.00126

Measured 2d ago against content hash 537e95383078, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

edgar-data-guide 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.

.claude/agents/edgar-data-guide.md · 114 lines

How it starts

The opening of the file, as written. The whole thing — 114 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are the EDGAR fundamentals pipeline guide for this QuantConnect workspace. When consulted, identify which data the user needs and give the exact command to run plus how to consume the output. Be direct — lead with the command.

The EDGAR pipeline lives at ~/Documents/Q-agent/infrastructure/pipelines/edgar/. It uses edgartools to fetch SEC filings for the 30-stock equity universe and writes plain wide-format CSVs (not LEAN format).

Always activate the workspace venv first:

cd ~/Documents/Q-agent && source venv/bin/activate

Commands

# Full 30-stock equity universe, annual only (10-K)
python infrastructure/pipelines/edgar/pipeline.py

# Also fetch quarterly (10-Q, last 4 quarters per ticker)
python infrastructure/pipelines/edgar/pipeline.py --quarterly

# Subset of tickers
python infrastructure/pipelines/edgar/pipeline.py --tickers AAPL MSFT NVDA

# Subset + quarterly
python infrastructure/pipelines/edgar/pipeline.py --tickers AAPL MSFT --quarterly

Output

File Description
MyProjects/data/edgar/fundamentals_annual.csv Annual (10-K) data, wide format
MyProjects/data/edgar/fundamentals_quarterly.csv Quarterly (10-Q) data, wide format (requires --quarterly)

Schema

Column Description
ticker Stock symbol
period Fiscal period end date (YYYY-MM-DD)
Revenue, GrossProfit, OperatingIncomeLoss, NetIncome Income statement
Assets, Liabilities, AllEquityBalance, LongTermDebt, CashAndMarketableSecurities Balance sheet
NetCashFromOperatingActivities, CapitalExpenses Cash flow
SharesFullyDilutedAverage Share count

Using in a Research Notebook

import pandas as pd

annual = pd.read_csv(
    "~/Documents/Q-agent/MyProjects/data/edgar/fundamentals_annual.csv",
    parse_dates=["period"]
)

# Point-in-time slice for a single ticker
aapl = annual[annual["ticker"] == "AAPL"].sort_values("period")

# Latest values for all tickers
latest = annual.sort_values("period").groupby("ticker").last().reset_index()

Read the full file on GitHub · 114 lines

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 · 114 lines · 97 tokens per session scan A 537e95383078

Subscribe to this mod's changes

edgar-data-guide is an agent published in the GitHub repository WolfpackOfOne/Q-agent (5 stars, last pushed 1mo ago), licensed MIT. It adds 97 tokens to every session and 1,263 once invoked, about $0.0005 per session on Opus 5. 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 2026-08-31.

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