edgartools

EdgarTools is the ultimate Python library designed to simplify and enhance your access to SEC EDGAR data, making it one of the most powerful and user-friendly options available. EdgarTools allows you to effortlessly navigate company financials, insider trades, and a wealth of SEC filings with just a few lines of code. This library is perfect for data analysts, financial professionals, and anyone interested in gaining insights from SEC data with speed and ease.

Key Features

• 📁 Access any SEC filing since 1994, bringing historical context to your analysis.
• 💰 Retrieve comprehensive company financials from 10-K and 10-Q filings for deep financial insights.
• 👤 Quickly search and access insider transactions, staying updated on corporate governance.
• 📅 List filings for any date range with flexible options for year, quarter, or specific date ranges.
• 🌟 Designed with aesthetics in mind, it uses the rich library to present SEC data beautifully.
• 🧠 An intuitive API ensures that you can start working with Edgar data seamlessly without a steep learning curve.
• 🔄 Efficiently page through filings with simple commands using filings.next() and filings.previous().
• 🏗️ Facilitate the creation of data pipelines for finding, filtering, transforming, and saving filings effortlessly.
• ✅ Easily select and view filings in HTML or text format, enabling quick access to content.
• 🔢 Break down filing text into manageable chunks for vector embedding or further analysis.
• 🔍 Perform full text search through filings for precise keywords or phrases.
• 📊 Parse XBRL data into user-friendly structures for analytical processing.
• 💾 Automatically download and parse filings into structured data objects for efficient data manipulation.
• 📥 Download any attachment from the filing for in-depth analysis.
• 🕒 Integrated automatic throttling to manage request limits set by EDGAR, avoiding disruptions.
• 📥 Achieve faster batch processing through the bulk download feature.
• 🔢 Retrieve company data by Ticker symbol or CIK with ease, accessible via simple commands.
• 📈 Acquire historical filings of a company, generating comprehensive datasets using commands like company.get_filings().
• 🔍 Lookup Ticker by CUSIP, free-ing you from relying solely on Ticker symbols.
• 📑 Access a dataset of SEC entities, enhancing your research capabilities.
• 🛠️ Versatile functionality allows you to use edgartools as both a library in scripts and as a CLI tool for quick tasks.

Getting Started

To quickly get up and running with EdgarTools, simply install it via pip:

pip install edgartools

Import and start using the library in your Python scripts like this:

from edgar import *
set_identity("Your Name <email@example.com>")
filings = get_filings()

Example Usages

Fetching Financials

Access the latest 10-Q filing for Apple and extract its financials:

c = Company("AAPL")
filing = c.latest("10-Q")
tenq = filing.obj()
financials = tenq.financials

Listing Filings

Retrieve a list of 10-K and 10-Q filings for 2020:

filings = get_filings(form=["10-K", "10-Q"], year=2020)

Searching Filings

Easily find a specific filing using its accession number:

filing = find("0001065280-23-000273")

Explore more about EdgarTools and see how it can streamline your SEC data interactions on its official documentation or visit the EdgarTools Blog. For support or to report issues, feel free to reach out via the GitHub repository!