EdgarTools is a Python library that turns SEC EDGAR filings into structured, typed data, including financial statements, insider trades, fund holdings, and other filing types. It is used to analyze regulatory filings in notebooks, data pipelines, and AI systems. Its catalogue add-ons operate the library through skills, commands, instructions, and an MCP server.
Borrowing it
Nothing to install: this file belongs to dgunning/edgartools. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/dgunning/edgartools/main/CLAUDE.mdgit clone --depth 1 https://github.com/dgunning/edgartoolsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/instructions/dgunning/edgartools/claude-md)<a href="https://agentmods.dev/instructions/dgunning/edgartools/claude-md"><img src="https://agentmods.dev/badge/instructions/dgunning/edgartools/claude-md/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/instructions/dgunning/edgartools/claude-md"><img src="https://agentmods.dev/badge/instructions/dgunning/edgartools/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.01477 | $0.01477 |
| Opus 5.5 | $0.00591 | $0.00591 |
| Sonnet 5.5 | $0.00295 | $0.00295 |
| Haiku 4.5 | $0.00148 | $0.00148 |
Grade A, and why
edgartools CLAUDE.md 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 22d 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.
Copies of this mod
1 near-identical copy found in the catalogue:
- edgartools-mcp CLAUDE.md — 89% identical, 27 lines differ
How it starts
The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.
EdgarTools
Python library for SEC Edgar filings analysis.
Philosophy
- Simple API, complex data: Hide SEC complexity behind intuitive Python objects
- Progressive disclosure: Basic usage is easy; advanced features available when needed
- Read before write: Understand existing patterns before modifying code
Quick Navigation
| Need | Location | Key Classes |
|---|---|---|
| Filing access | edgar/_filings.py |
Filing, Filings |
| Company data | edgar/entity/core.py |
Company, Entity |
| XBRL parsing | edgar/xbrl/xbrl.py |
XBRL |
| Statements | edgar/xbrl/statements.py |
Statement, StatementLineItem |
| Notes & disclosures | edgar/xbrl/notes.py |
Note, Notes |
| Documents | edgar/documents/ |
Document, HTMLParser |
| Reports (10-K/Q/8-K) | edgar/company_reports/ |
TenK, TenQ, EightK, AuditorInfo, SubsidiaryList |
| Reference data | edgar/reference/ |
Tickers, forms |
Entry Points
from edgar import Filing, Filings, Company, find, obj
Company("AAPL")- Get company by ticker or CIKcompany.get_financials()- Financial statements from latest 10-K (recommended)company.get_quarterly_financials()- Financial statements from latest 10-Qfind(form="10-K", ticker="AAPL")- Search filingsfiling.xbrl()- Parse XBRL financialsfiling.obj()- Get typed report object (TenK, TenQ, etc.)
Data Flow
Company → company.get_financials() → Financials → income/balance/cashflow
Filing → filing.obj() → TenK/TenQ → .notes → Notes → Note → .tables/.text/.expands
Filing → filing.obj() → TenK/TenQ/EightK → .reports → Reports
Filing → filing.xbrl() → XBRL → statements
Statement → stmt['line item'] → StatementLineItem → .note → Note (drill-down)
Company → company.get_facts() → EntityFacts → Statement
Filing → filing.document() → Document → extractors
Large Files (>30KB)
When modifying these, read in chunks:
_filings.py(72KB),xbrl/rendering.py(72KB),xbrl/xbrl.py(66KB)entity/entity_facts.py(63KB),xbrl/facts.py(55KB),xbrl/statements.py(46KB)
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.
- 22d ago Changed · +6 lines · +39 tokens per session b6fe4ee233ac
- 1mo ago Changed · +9 lines · +147 tokens per session e2bd4e1c8288
- 2mo ago First seen · 122 lines · 1,291 tokens per session scan A 2186e656fd01
edgartools CLAUDE.md is an instructions file published in the GitHub repository dgunning/edgartools (2,837 stars, last pushed yesterday), licensed MIT. It adds 1,477 tokens to every session, about $0.0059 per session on Opus 5.5. 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 2026-08-30.
edgartools CLAUDE.md compared with instructions from other repositories
| Mod | Type | Stars | Last push | Licence | Scan | Tokens | Works with |
|---|---|---|---|---|---|---|---|
| edgartools CLAUDE.mddgunning/edgartools | Instructions file | 2.8k | yesterday | MIT | A | 1,477 | Claude Code |
| vscode buildNext.instructions.mdmicrosoft/vscode | Instructions file | 195k | today | MIT | A | 9,719 | GitHub Copilot |
| next.js AGENTS.mdvercel/next.js | Instructions file | 143k | today | MIT | A | 7,461 | Codex, OpenCode |
| langchain AGENTS.mdlangchain-ai/langchain | Instructions file | 149k | today | MIT | A | 4,680 | Codex, OpenCode |
| vscode oss-third-party-notices.instructions.mdmicrosoft/vscode | Instructions file | 195k | today | MIT | A | 5,516 | GitHub Copilot |
| vscode copilot-instructions.mdmicrosoft/vscode | Instructions file | 195k | today | MIT | A | 3,093 | GitHub Copilot |
| deepseek-harness AGENTS.mddeepseek-ai/deepseek-harness | Instructions file | 274k | 2d ago | MIT | A | 4,313 | Codex, OpenCode |