EdgarTools
@dgunning
Open-source SEC EDGAR toolkit. 11 tools and 7 research prompts covering every major filing type — 10-K, 10-Q, 8-K, Form 4 insider trades, 13F institutional holdings, Form D private placements, Form ADV investment advisers, DEF 14A proxy statements, SC 13D/G ownership, and NPORT f
概览
What is EdgarTools?
EdgarTools is an open-source Python library that turns SEC EDGAR filings into structured Python objects. It provides access to financial statements, insider trades, fund holdings, and 20+ other filing types via a consistent API. It is designed for developers, analysts, and AI agents, and includes a built-in MCP server for use with Claude.
How to use EdgarTools?
Install with pip install edgartools, set your identity with set_identity("[email protected]"), then use the Company and get_filings objects to retrieve and parse filings as typed Python objects, DataFrames, or LLM-optimized text.
Key features of EdgarTools
- XBRL-native financial statements with standardized labels
- 20+ parsed filing types (10-K, 8-K, 13F, Form 4, etc.)
- Insider transaction tracking (Form 3/4/5)
- Institutional holdings and fund portfolio data
- Smart caching and configurable rate limiting
- Built-in MCP server for AI agent integration
Use cases of EdgarTools
- Analyze 13F institutional holdings and hedge fund portfolios
- Track insider trading activity via SEC Form 4 filings
- Extract financial statements from 10-K and 10-Q annual/quarterly reports
- Parse 8-K current reports for real-time corporate events
- Query XBRL financial data across companies using standardized concepts
FAQ from EdgarTools
Is EdgarTools free to use?
Yes, EdgarTools is free and open source under the MIT license. No API keys or subscription fees are required.
Does EdgarTools require an API key or rate limiting?
No. EdgarTools accesses SEC EDGAR directly and includes built-in rate limiting and caching to remain compliant with SEC guidelines.
What filing types does EdgarTools support?
It supports 20+ form types including 10-K, 10-Q, 8-K, 13F, Form 4, N-PORT, N-MFP, S-1, DEF 14A, Schedule 13D/G, Form D, and more.
Can I use EdgarTools as an MCP server?
Yes, EdgarTools includes a built-in MCP server for Claude, enabling AI agents to query SEC data directly using the Model Context Protocol.
Is the data production-ready?
The library has over 1,000 verification tests, full type hints, and is optimized with lxml and PyArrow for performance. It is suitable for production data pipelines.
