edgartools

Python Library for SEC EDGAR Data Extraction and Analysis

Extract financial data from SEC EDGAR filings in 3 lines of Python code instead of 100+. Access company financials, insider trades, fund holdings, and XBRL data with an intuitive API designed for financial analysis.

SEC Filing Data Extraction with Python

With EdgarTools	Without EdgarTools
✅ Instant access to any filing since 1994	❌ Hours spent navigating SEC.gov
✅ Clean Python API with intuitive methods	❌ Complex web scraping code
✅ Automatic parsing into pandas DataFrames	❌ Manual extraction of financial data
✅ Specialized data objects for each form type	❌ Custom code for each filing type
✅ One-line conversion to clean, readable text	❌ Messy HTML parsing for text extraction
✅ LLM-ready text extraction for AI pipelines	❌ Extra processing for AI/LLM compatibility
✅ Automatic throttling to avoid blocks	❌ Rate limiting headaches

Apple's income statement in 1 line of code

balance_sheet = Company("AAPL").get_financials().balance_sheet()         

🚀 Quick Start (2-minute tutorial)

# 1. Import the library
from edgar import *

# 2. Tell the SEC who you are (required by SEC regulations)
set_identity("[e-mail]")  # Replace with your email

# 3. Find a company
company = Company("MSFT")  # Microsoft

# 4. Get company filings
filings = company.get_filings() 

# 5. Filter by form 
insider_filings = filings.filter(form="4")  # Insider transactions

# 6. Get the latest filing
insider_filing = insider_filings[0]

# 7. Convert to a data object
ownership = insider_filing.obj()

SEC Filing Analysis: Real-World Solutions

Company Financial Analysis

Problem: Need to analyze a company's financial health across multiple periods.

See full code

📚 Documentation

• User Journeys / Examples
• Quick Guide
• Full API Documentation
• EdgarTools Blog

👥 Community & Support

• GitHub Issues - Bug reports and feature requests
• Discussions - Questions and community discussions

🔮 Roadmap

• Coming Soon: Enhanced visualization tools for financial data
• In Development: Machine learning integrations for financial sentiment analysis
• Planned: Interactive dashboard for filing exploration

🤝 Contributing

We welcome contributions from the community! Here's how you can help:

• Code: Fix bugs, add features, improve documentation
• Examples: Share interesting use cases and examples
• Feedback: Report issues or suggest improvements
• Spread the Word: Star the repo, share with colleagues

See our Contributing Guide for details.

❤️ Sponsors & Support

If you find EdgarTools valuable, please consider supporting its development:

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Key Features for SEC Data Extraction and Analysis

• Comprehensive Filing Access: Retrieve any SEC filing (10-K, 10-Q, 8-K, 13F, S-1, Form 4, etc.) since 1994.
• Financial Statement Extraction: Easily access Balance Sheets, Income Statements, Cash Flows, and individual line items using XBRL tags or common names.
• SEC EDGAR API: Programmatic access to the complete SEC database.
• Smart Data Objects: Automatic parsing of filings into structured Python objects.
• Fund Holdings Analysis: Extract and analyze 13F holdings data for investment managers.
• Insider Transaction Monitoring: Get structured data from Form 3, 4, 5 filings.
• Clean Text Extraction: One-line conversion from filing HTML to clean, readable text suitable for NLP.
• Targeted Section Extraction: Pull specific sections like Risk Factors (Item 1A) or MD&A (Item 7).
• AI/LLM Ready: Text formatting and chunking optimized for AI pipelines.
• Performance Optimized: Leverages libraries like lxml and potentially PyArrow for efficient data handling.
• XBRL Support: Extract and analyze XBRL-tagged data.
• Intuitive API: Simple, consistent interface for all data types.

EdgarTools is distributed under the MIT License.

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