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sec-edgar

Retrieve U.S. company filings and financial series from SEC EDGAR. Resolve stock tickers to company identifiers, list recent reports with document links, and fetch reported metrics such as revenue or assets without an API key.

OriginalShow the original description

U.S. SEC EDGAR fetch interface — resolve a ticker to its CIK, list recent filings (10-K / 10-Q / 8-K and friends) with primary-document URLs, and pull XBRL companyfacts financial series. Free, no API key; rate-limited by IP so every request is throttled and carries a contact User-Agent. United States only.

Works withSEC EDGAR
See how to install

Good for

  • Find a company's recent annual reports and document links
  • List quarterly reports and material event filings
  • Retrieve reported revenue or net income series
  • Look up a company's SEC identifier from its ticker

Files included (6)

  • SKILL.md5.6 KB
  • references/endpoints_and_limits.md2.4 KB
  • references/forms_and_concepts.md3.0 KB
  • references/get_sec_filings_tool.md3.5 KB
  • references/sec_edgar_client.md3.7 KB
  • scripts/sec_filings_example.py5.2 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

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 relative to this document (references/...) — the form GitHub resolves when someone opens the file in a browser. The read_file tool resolves the same string against the skill that owns it, so the agent and a human reader reach one file. Keep the relative form when adding new docs, and keep reference paths unique across skills: a path two skills both carry is reported as ambiguous rather than guessed.

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

A runnable end-to-end example lives at sec-edgar/scripts/sec_filings_example.py.

Parameter & Format Notes

  • Ticker: U.S. equity symbol, case-insensitive (AAPL, msft). Resolved to a CIK via the SEC company-tickers table; an unlisted ticker returns an error envelope (tool) or None (cik_for).
  • CIK: the SEC Central Index Key, normalized to a zero-padded 10-digit string (320193 → "0000320193"). The submissions and companyfacts endpoints require the padded form; document URLs use the un-padded form.
  • Form: SEC form type, case-insensitive (10-K, 10-Q, 8-K, DEF 14A, 4). Omit to return all recent forms.
  • Metric: an XBRL us-gaap concept name (Revenues, NetIncomeLoss, Assets, StockholdersEquity). Case-sensitive — these are exact taxonomy element names.
  • Dates: SEC returns ISO YYYY-MM-DD strings (e.g. 2023-09-30).
  • Return shape: the tool returns a JSON-string envelope; the client returns decoded JSON (dict).

Reference Docs

Scripts

Notes

  • Free, no API key: EDGAR is public. The only requirement is a descriptive User-Agent carrying a contact address; the client ships a compliant default and honors the VIBE_TRADING_SEC_UA override.
  • Rate-limited by IP: the SEC throttles per source IP and temporarily blocks clients that burst without a contact UA. Every request routes through the shared backtest.loaders._http throttle under the "sec" host bucket (≈0.12s spacing floor, overridable via VIBE_TRADING_SEC_MIN_INTERVAL). Do not bypass the client with raw requests loops.
  • United States only: a non-U.S. symbol will not resolve to a CIK.
  • Transport, not a backtest loader: sec_edgar_client is a thin REST client, not a DataLoaderProtocol. There is no source: "sec_edgar" backtest mode — EDGAR feeds the get_sec_filings tool, not the bar-loading layer.
  • Reporting lag: filings appear after the company submits; XBRL companyfacts trail the filing. Insider (Form 4) and 13F latency caveats are covered in the edgar-sec-filings methodology skill.
  • Research only: this data supports research and does not constitute investment advice.

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