sec-edgar

SEC EDGAR

Overview

The U.S. Securities and Exchange Commission (SEC) publishes free, no-auth JSON endpoints for every reporting company on its EDGAR system: a ticker-to-CIK directory, a recent-filings index, and the full set of XBRL ("companyfacts") financial concepts a company has reported. This skill documents how Vibe-Trading fetches that data through the bundled sec_edgar_client transport and the get_sec_filings agent tool.

This is the fetch skill — it covers how to get filing-index rows, document URLs, and us-gaap metric series out of EDGAR. The separate edgar-sec-filings skill is the methodology layer (how to read a 10-K, score insider activity, interpret 8-K items); for any actual data retrieval it delegates here.

Scope is the United States only. EDGAR has no coverage of A-shares, HK, or other non-U.S. markets — route those through tushare / yfinance / akshare instead.

Link convention: every link below that points into references/ is written with the skill-name prefix (sec-edgar/references/...). The read_file tool resolves paths with skills/ as the root; dropping the prefix breaks the read. Keep the <skill-name>/references/... form when adding new docs.

Quick Start

Preferred path — the get_sec_filings tool (read-only, throttled, returns strict JSON):

{ "ticker": "AAPL", "form": "10-K", "limit": 5 }

{ "ticker": "MSFT", "metric": "Revenues", "limit": 8 }

The tool resolves the ticker to a CIK, fetches the filing index (optionally filtered by form), and — when metric is set — also pulls the XBRL series for that us-gaap concept. See sec-edgar/references/get_sec_filings_tool.md for the full parameter and envelope contract.

Script path — call the sec_edgar_client transport directly when you need raw JSON the tool does not surface (e.g. company address, all units of a concept):

from backtest.loaders.sec_edgar_client import cik_for, get_submissions, get_company_facts

cik = cik_for("AAPL")            # "0000320193", or None if not in the SEC table
submissions = get_submissions(cik)   # recent-filings index + company metadata
facts = get_company_facts(cik)       # all reported XBRL concepts