edgar-agent-tool 0.0.3

A tool to read through filings on the EDGAR site from the SEC

Edgar Agent Tool

Features

• 🔍 Company Lookup — Convert stock tickers to SEC CIK numbers
• 📑 Filing Retrieval — Fetch recent filings for any public company
• 🧩 Automatic Section Parsing — Extract specific sections (Risk Factors, MD&A, etc.)
• 🌐 Cross-Company Search — Find filings across all companies by date
• 🤖 LLM-Friendly — Clean markdown output, structured returns, designed for AI agents
• ⚡ Smart Caching — Built-in TTL caches to respect SEC rate limits

Developer Guide

If you are new to using nbdev here are some useful pointers to get you started.

Install edgar_tool in Development mode

# make sure edgar_tool package is installed in development mode
$ pip install -e .

# make changes under nbs/ directory
# ...

# compile to have changes apply to edgar_tool
$ nbdev_prepare

Usage

Installation

pip install edgar-agent-tool

Or install from GitHub for the latest version:

pip install git+https://github.com/problemsolversguild/edgar-agent-tool.git

Documentation

Documentation can be found hosted on this GitHub repository’s pages. Additionally you can find package manager specific guidelines on conda and pypi respectively.

Quick Start

First, set up your SEC User-Agent (required by SEC):

export SEC_USER_AGENT="YourName [e-mail]"

from edgar_agent_tool.filings import get_filing, get_recent_filings

# Get Apple's latest 10-K with automatic section parsing
filing = get_filing("AAPL", filing_type="10-K")
print(filing["summary"])

ModuleNotFoundError: No module named 'edgar_agent_tool'
---------------------------------------------------------------------------
ModuleNotFoundError                       Traceback (most recent call last)
Cell In[1], line 1
----> 1 from edgar_agent_tool.filings import get_filing, get_recent_filings
      3 # Get Apple's latest 10-K with automatic section parsing
      4 filing = get_filing("AAPL", filing_type="10-K")

ModuleNotFoundError: No module named 'edgar_agent_tool'

# Extract a specific section (e.g., Risk Factors)
filing = get_filing("AAPL", filing_type="10-K", section="1A")
print(f"Risk Factors: {len(filing['section']['content'])} characters")

# Get a list of recent 8-K filings
filings = get_recent_filings("MSFT", filing_type="8-K", count=5)
for f in filings:
    print(f"{f['filingDate']}: {f['form']} - {f['primaryDocDescription']} - {f['items']}")

2025-12-08: 8-K - 8-K - 5.02,5.07
2025-10-29: 8-K - 8-K - 2.02,7.01,9.01
2025-09-30: 8-K - 8-K - 5.02
2025-07-30: 8-K - 8-K - 2.02,9.01
2025-07-01: 8-K - 8-K - 5.03,9.01

Key Functions

Function	Description
get_filing(ticker, filing_type, section)	Get a parsed filing with automatic section extraction
get_recent_filings(ticker, filing_type, count)	List recent filings for a company
get_latest_filings(filing_type, start_date, end_date)	Search filings across all companies
ticker_to_cik(ticker)	Convert ticker to SEC CIK number
get_filing_document(url)	Fetch raw filing content as markdown

Filing Classes

For more control, use the typed filing classes directly:

Class	Description
Filing10K	Annual reports with 23 standard items across 4 parts
Filing10Q	Quarterly reports with financial statements and MD&A
Filing8K	Current reports for material events (earnings, exec changes, etc.)

Each class provides: - Lazy content loading — Content fetched only when accessed - Automatic section parsing — Structured access to all standard items - Convenience properties — .business, .risk_factors, .mda, .financials - Summary generation — Human-readable filing overviews

Section Reference

10-K Sections

• Item 1: Business description
• Item 1A: Risk Factors ⭐
• Item 7: Management’s Discussion & Analysis (MD&A) ⭐
• Item 8: Financial Statements ⭐

10-Q Sections

• I-1: Financial Statements
• I-2: MD&A ⭐
• II-1A: Risk Factor updates

8-K Items

• 2.02: Results of Operations (earnings) ⭐
• 5.02: Director/Officer changes
• 7.01: Regulation FD Disclosure
• 8.01: Other Events