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Why Choose EdgarTools?

EdgarTools makes working with SEC data straightforward. Here's what sets it apart.

The SEC Data Challenge

Working with SEC filings is harder than it should be:

  • Complex file formats: Raw XBRL is verbose and difficult to parse
  • Inconsistent data: Companies use different concepts for the same items
  • Poor tooling: Existing solutions are either too basic or overly complex
  • Rate limits: SEC enforces strict access limits that require careful handling

EdgarTools addresses these problems.

How EdgarTools is Different

Clean, Intuitive API

Get company financials in a few lines:

from edgar import Company

apple = Company("AAPL")
financials = apple.get_financials()

# Get key metrics directly
revenue = financials.get_revenue()           # 416,161,000,000
net_income = financials.get_net_income()     # 93,736,000,000
total_assets = financials.get_total_assets() # 352,583,000,000

Access filings just as easily:

# Get recent 10-K filings
filings = apple.get_filings(form="10-K")

# Work with the latest filing
latest_10k = filings[0]
tenk = latest_10k.obj()  # Parsed TenK object

# Access specific sections
print(tenk.business)          # Item 1 - Business description
print(tenk.risk_factors)      # Item 1A - Risk factors

Standardized Financial Data

EdgarTools normalizes financial concepts across companies:

from edgar import Company

# Different companies use different XBRL concepts
# EdgarTools standardizes them
for ticker in ["AAPL", "MSFT", "GOOGL"]:
    company = Company(ticker)
    financials = company.get_financials()

    # Same API works for all companies
    revenue = financials.get_revenue()
    print(f"{ticker}: ${revenue:,.0f}")

Rich Filing Support

Access structured data from various SEC forms:

from edgar import Company

company = Company("AAPL")

# 10-K Annual Reports
tenk = company.get_filings(form="10-K")[0].obj()
print(tenk.financials.income_statement())

# 10-Q Quarterly Reports
tenq = company.get_filings(form="10-Q")[0].obj()

# 8-K Current Reports (events)
eightk = company.get_filings(form="8-K")[0].obj()
print(eightk.items)  # List of reported items

# Insider Trading (Form 4)
form4s = company.get_filings(form="4")

# Institutional Holdings (13F)
from edgar import get_filings
thirteenf = get_filings(form="13F-HR")[0].obj()
print(thirteenf.holdings)  # DataFrame of holdings

Developer-Friendly Features

Type hints and autocomplete:

from edgar import Company, Filing

company: Company = Company("AAPL")
filings = company.get_filings()  # Returns Filings object
filing: Filing = filings[0]      # Full type support

Rich display in Jupyter notebooks:

# Objects render nicely in notebooks
company          # Shows company info card
filings          # Interactive table
filing.obj()     # Formatted report view

Built-in rate limiting:

# EdgarTools handles SEC rate limits automatically
# No need to add delays or retry logic
filings = company.get_filings(form="10-K")  # Just works

XBRL Made Simple

Access structured financial data without dealing with raw XBRL:

from edgar import Company

company = Company("AAPL")
filing = company.get_filings(form="10-K")[0]

# Get XBRL data
xbrl = filing.xbrl()

# Access financial statements
income_stmt = xbrl.statements.income_statement
balance_sheet = xbrl.statements.balance_sheet
cash_flow = xbrl.statements.cashflow_statement

# Query specific facts
facts = xbrl.facts
revenue_facts = facts.get_facts_by_concept("Revenues")

Feature Overview

Feature Description
Company Data Look up any public company by ticker or CIK
Filing Access Search and filter SEC filings by form type, date, company
Financial Statements Parsed income statement, balance sheet, cash flow
XBRL Data Structured access to all XBRL facts and dimensions
Insider Trading Parse Forms 3, 4, 5 for ownership transactions
Fund Holdings 13F institutional holdings reports
Document Extraction Extract text and exhibits from filings
Local Caching Intelligent caching reduces API calls
Rate Limiting Automatic compliance with SEC limits

Getting Started

Install and try it:

pip install edgartools

from edgar import Company, set_identity

# SEC requires identification
set_identity("Your Name your.email@example.com")

# Start exploring
company = Company("AAPL")
print(company)

Next steps:

Open Source

EdgarTools is free and open source under the MIT license. Contributions welcome on GitHub.

Get started with EdgarTools