EdgarTools

A toolkit for finding and analyzing filings submitted to the U.S. Securities and Exchange Commission, the government agency that oversees public-company markets. It can work with company reports, financial statements, ownership records, and XBRL facts, a standardized format for financial data.

In plain words
What is it for?
Use it to look up companies and filings, extract sections from 10-K, 10-Q, or 8-K reports, analyze financial statements, inspect institutional holdings, review insider transactions, and query XBRL data.
Why use it?
It provides organized ways to inspect different SEC filing types and financial details instead of manually searching long filings. It also includes guidance for discovering the toolkit's API.

Skill for Claude CodeCodex

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 skills/dgunning/edgartools/core
Any agent
npx skills add dgunning/edgartools --skill core
Clone the repo
git clone --depth 1 https://github.com/dgunning/edgartools

Made for: Claude Code, Codex.

Per session 12 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 354 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 $0.00012 $0.00354
Opus 5 $0.00006 $0.00177
Sonnet 5 $0.00002 $0.00071
Haiku 4.5 $0.00001 $0.00035

Measured 2d ago against content hash 65ff350a67cb, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

EdgarTools 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.

The scan reads SKILL.md. This mod also ships 1 executable file (__init__.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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:

edgar/ai/skills/core/SKILL.md · 50 lines

What it actually says

EdgarTools

Analyze SEC filings and financial statements.

Skills

Skill Purpose
core (this directory) Company lookup, filings, search
financials/ Financial statements and metrics
reports/ 10-K/10-Q/8-K section extraction
holdings/ 13F institutional holdings
ownership/ Form 3/4/5 insider transactions
xbrl/ Low-level XBRL facts and concepts
forms.yaml SEC form type mappings

Each skill directory has skill.yaml (patterns and examples) and sharp-edges.yaml (common mistakes to avoid).

Quick Setup

from edgar import set_identity
set_identity("Your Name [email protected]")  # Required

API Discovery

Every object has .docs for API reference:

company.docs                    # Full API guide
company.docs.search("filings")  # Search for specific topic
filing.docs.search("xbrl")      # How to access XBRL

Common Entry Points

from edgar import Company, get_filings, find

company = Company("AAPL")           # By ticker
filing = find("0000320193-25-000079")  # By accession
filings = get_filings(form="10-K", year=2024)  # Discovery
Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 50 lines · 12 tokens per session scan A 65ff350a67cb

Subscribe to this mod's changes

EdgarTools is a skill published in the GitHub repository dgunning/edgartools (2,644 stars, last pushed today), licensed MIT. It adds 12 tokens to every session and 354 once invoked, about $0.0001 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 2026-08-30.

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