edgartools 3.2.3

Navigate Edgar filings with ease

The world's easiest, most powerful edgar library

Features

• 📁 Access any SEC filing: You can access any SEC filing since 1994.
• 💰 Company Financials: Comprehensive company financials from 10-K and 10-Q filings
• 👤 Insider Transactions: Search for and get insider transactions
• 📅 List filings for any date range: List filings for year, quarter e.g. or date range 2024-02-29:2024-03-15
• 🌟 Best looking edgar library: Uses rich library to display SEC Edgar data in a beautiful way.
• 🧠 Intuitive and easy to use: edgartools has a super simple API that is easy to use.
• ��️ Works as a library or a CLI: You can use edgartools as a library in your code or as a CLI tool.
• 🔄 Page through filings: Use filings.next() and filings.previous() to page through filings
• 🏗️ Build Data Pipelines: Build data pipelines by finding, filtering, transforming and saving filings
• ✅ Select a filing: You can select a filing from the list of filings.
• 📄 View the filing as HTML or text: Find a filing then get the content as HTML or text.
• 🔢 Chunk filing text: You can chunk the filing text into sections for vector embedding.
• 🔍 Preview the filing: You can preview the filing in the terminal or a notebook.
• 🔎 Search through a filing: You can search through a filing for a keyword.
• 📊 Parse XBRL: Extract XBRL data into intuitive data structures.
• 💾 Data Objects: Automatically downloads and parses filings into data objects.
• 📥 Download any attachment: You can download any attachment from the filing.
• 🕒 Automatic throttling: Automatically throttles requests to Edgar to avoid being blocked.
• 📥 Bulk downloads: Faster batch processing through bulk downloads of filings and facts
• 🔢 Get company by Ticker or Cik: Get a company by ticker Company("SNOW") or cik Company(1640147)
• Get company filings: You can get all the company's historical filings using company.get_filings()
• 📈 Get company facts: You can get company facts using company.get_facts()
• 🔍 Lookup Ticker by CUSIP: You can lookup a ticker by CUSIP
• 📑 Dataset of SEC entities: You can get a dataset of SEC companies and persons
• 📈 Fund Reports: Search for and get 13F-HR fund reports
• 🛠️ Works as a library or a CLI: You can use edgartools as a library in your code or as a CLI tool.

Getting started

Install using pip

pip install edgartools

Import and start using

from edgar import *

# Tell the SEC who you are
set_identity("Michael Mccallum [e-mail]")

filings = get_filings()

Key Concepts

Getting financials

c = Company("AAPL")
filing = c.get_filings(form="10-Q").latest(1)
tenq = filing.obj()
financials = tenq.financials

Listing filings

filings = get_filings(form=['10-K', '10-Q'], year=2020)
filing = filings[0]

Finding things

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

For a deeper dive see Finding things with edgartools

How to use edgartools

	Code
Set your EDGAR identity in Linux/Mac	export EDGAR_IDENTITY="[e-mail]"
Set your EDGAR identity in Windows	set EDGAR_IDENTITY="[e-mail]"
Set identity in Windows Powershell	$env:EDGAR_IDENTITY="[e-mail]"
Set identity in Python	set_identity("[e-mail]")
Importing the library	from edgar import *

Working with filings 📁

🔍 Getting Filings

	Code
📅 Get filings for the year to date	filings = get_filings()
📊 Get only XBRL filings	filings = get_filings(index="xbrl")
📆 Get filings for a specific year	filings = get_filings(2020)
🗓️ Get filings for a specific quarter	filings = get_filings(2020, 1)
📚 Get filings for multiple years	filings = get_filings([2020, 2021])
📈 Get filings for a range of years	filings = get_filings(year=range(2010, 2020))
📈 Get filings released just now	filings = get_latest_filings()

📄 Filtering Filings

	Code
📝 Filter by form type	filings.filter(form="10-K")
📑 Filter by multiple forms	filings.filter(form=["10-K", "10-Q"])
🔄 Include form amendments	filings.filter(form="10-K", amendments=True)
🏢 Filter by CIK	filings.filter(cik="0000320193")
🏙️ Filter by multiple CIKs	filings.filter(cik=["0000320193", "1018724"])
🏷️ Filter by ticker	filings.filter(ticker="AAPL")
🏷️🏷️ Filter by multiple tickers	filings.filter(ticker=["AAPL", "MSFT"])
📅 Filter on a specific date	filings.filter(date="2020-01-01")
📅↔️📅 Filter between dates	filings.filter(date="2020-01-01:2020-03-01")
📅⬅️ Filter before a date	filings.filter(date=":2020-03-01")
📅➡️ Filter after a date	filings.filter(date="2020-03-01:")
🔀 Combine multiple filters	filings.filter(form="10-K", date="2020-01-01:", ticker="AAPL")

📊 Viewing and Manipulating Filings

	Code
⏭️ Show the next page of filings	filings.next()
⏮️ Show the previous page of filings	filings.prev()
🔝 Get the first n filings	filings.head(20)
🔚 Get the last n filings	filings.tail(20)
🕒 Get the latest n filings by date	filings.latest(20)
🎲 Get a random sample of filings	filings.sample(20)
🐼 Get filings as a pandas dataframe	filings.to_pandas()

Working with a filing 📄

🔍 Accessing and viewing a Filing

	Code
📌 Get a single filing	filing = filings[3]
🔢 Get a filing by accession number	filing = get_by_accession_number("0000320193-20-34576")
🏠 Get the filing homepage	filing.homepage
🌐 Open a filing in the browser	filing.open()
🏠 Open homepage in the browser	filing.homepage.open()
💻 View the filing in the terminal	filing.view()

📊 Extracting Filing Content

	Code
🌐 Get the HTML of the filing	filing.html()
📊 Get the XBRL of the filing	filing.xbrl()
📝 Get the filing as markdown	filing.markdown()
📄 Get the full submission text	filing.full_text_submission()
🔢 Get and parse filing data object	filing.obj()
📑 Get filing header	filing.header

🔎 Searching inside a Filing

	Code
🔍 Search within the filing	filing.search("query")
🔍 Search with regex	filing.search("pattern", regex=True)
📊 Get filing sections	filing.sections()

📎 Working with Attachments

	Code
📁 Get all filing attachments	filing.attachments
📄 Get a single attachment	attachment = filing.attachments[0]
🌐 Open attachment in browser	attachment.open()
⬇️ Download an attachment	content = attachment.download()

Working with a company

	Code
Get a company by ticker	company = Company("AAPL")
Get a company by CIK	company = Company("0000320193")
Get company facts	company.get_facts()
Get company facts as a pandas dataframe	company.get_facts().to_pandas()
Get company filings	company.get_filings()
Get company filings by form	company.get_filings(form="10-K")
Get a company filing by accession_number	company.get_filing(accession_number="0000320193-21-000139")
Get the company's financials	company.financials
Get the company's balance sheet	company.financials.get_balance_sheet
Get the company's income statement	company.financials.get_income_statement
Get the company's cash flow statement	company.financials.get_cash_flow_statement

Installation

pip install edgartools

Usage

Set your Edgar user identity

Before you can access the SEC Edgar API you need to set the identity that you will use to access Edgar. This is usually your name and email, or a company name and email but you can also just use an email.

Sample Company Name AdminContact@<sample company domain>.com

The user identity is sent in the User-Agent string and the Edgar API will refuse to respond to your request without it.

EdgarTools will look for an environment variable called EDGAR_IDENTITY and use that in each request. So, you need to set this environment variable before using it.

Setting EDGAR_IDENTITY in Linux/Mac

export EDGAR_IDENTITY="[e-mail]"

Setting EDGAR_IDENTITY in Windows Powershell

 $Env:EDGAR_IDENTITY="[e-mail]"

Alternatively, you can call set_identity which does the same thing.

from edgar import set_identity
set_identity("[e-mail]")

For more detail see https://www.sec.gov/os/accessing-edgar-data

Usage

Importing edgar

from edgar import *

Using the Filing API

Use the Filing API when you are not working with a specific company, but want to get a list of filings.

For details on how to use the Filing API see Using the Filing API

Using the Company API

You can use the company ticker or CIK to get a company.

c = Company("AAPL") # or Company("0000320193") or Company(320193)

With the Company API you can find a company by ticker or CIK, and get the company's filings, facts and financials.

Company("AAPL")
        .get_filings(form="10-Q")
        .latest(1)
        .obj()

See Using the Company API

Viewing and downloading attachments

Every filing has a list of attachments. You can view the attachments using filing.attachments

# View the attachments
filing.attachments

You can access each attachment using the bracket operator [] and the index of the attachment.

# Get the first attachment
attachment = filing.attachments[0]

You can download the attachment using attachment.download(). This will download the attachment to string or bytes in memory.

Data Objects

Now the reason you may want to download attachments is to get information contained in data files. For example, 13F-HR filings have attached infotable.xml files containing data from the holding report for that filing.

Fortunately, the library handles this for you. If you call filing.obj() it will automatically download and parse the data files into a data object, for several different form types. Currently, the following forms are supported:

Form	Data Object	Description
10-K	TenK	Annual report
10-Q	TenQ	Quarterly report
8-K	EightK	Current report
MA-I	MunicipalAdvisorForm	Municipal advisor initial filing
Form 144	Form144	Notice of proposed sale of securities
C, C-U, C-AR, C-TR	FormC	Form C Crowdfunding Offering
D	FormD	Form D Offering
3,4,5	Ownership	Ownership reports
13F-HR	ThirteenF	13F Holdings Report
NPORT-P	FundReport	Fund Report
EFFECT	Effect	Notice of Effectiveness
And other filing with XBRL	XBRLData or XBRLInstance	Container for XBRL data

For example, to get the data object for a 13F-HR filing you can do the following:

filings = get_filings(form="13F-HR")
filing = filings[0]
thirteenf = filing.obj()

If you call obj() on a filing that does not have a data file, then it will return None.

Working with XBRL filings

Some filings are in XBRL (eXtensible Business Markup Language) format. These are mainly the newer filings, as the SEC has started requiring this for newer filings.

If a filing is in XBRL format then it opens up a lot more ways to get structured data about that specific filing and also about the company referred to in that filing.

The Filing class has an xbrl function that will download, parse and structure the filing's XBRL document if one exists. If it does not exist, then filing.xbrl() will return None.

The function filing.xbrl() returns an XBRLData instance if the XBRL files contain presentation information or XBRLInstance if it a simple instance document with just the facts. For more details see Parsing XBRL

filing_xbrl = filing.xbrl()

Financials

Some filings, notably 10-K and 10-Q filings contain financial statements in XBRL format. You can get the financials from the XBRL data using the Financials class.

The Company object has a financials property that will return the financials for the company.

from edgar.financials import Financials

company = Company("AAPL")
financials = company.financials

You can also get the financials through the Tenk and TenQ data objects.

Here is an example that gets the latest Apple financials

tenk = Company("AAPL").get_filings(form="10-K").latest(1).obj()

financials = tenk.financials

financials.get_balance_sheet()                     # or financials.balance_sheet
financials.get_income_statement()                  # or financials.income
financials.get_cash_flow_statement()               # or financials.cashflow
financials.get_statement_of_changes_in_equity()    # or financials.equity
financials.get_statement_of_comprehensive_income() # or financials.comprehensive_income

Get the financial data as a pandas dataframe

Each of the financial statements - BalanceSheet, IncomeStatement and CashFlowStatement - have a get_dataframe() method that will return the data as a pandas dataframe.

balance_sheet_df = financials.get_balance_sheet().get_dataframe()

TenK (10-K) Data Object

For 10-K filngs the 10-K Data Object allows you to access almost any data related to the filing - both text and financial data.

c = Company("ORCL")
filing = c.get_filings(form="10-K").latest()
tenk = filing.obj()

You can also get it directly using the property latest_tenk on the Company object.

c = Company("ORCL")
c.latest_tenk

Getting 10-K Items

You can get the text of individual sections of the 10-K filing using tge bracket [] operator.

tenk['Item 1']

There are also a few convenience methods to get the most common sections.

# Get Item 1 - Business
tenk.business

# Get Item 1A - Risk Factors
tenk.risk_factors

# Get Item 7 - Management's Discussion and Analysis
tenk.management_discussion

# Get Item 10 - Directors, Officers and Corporate Governance
tenk.directors_officers_and_governance

Downloading Edgar Data

The library is designed to make real time calls to EDGAR to get the latest data. However, you may want to download data for offline use or to build a dataset.

Download Bulk Company Data

You can download all the company filings and facts from Edgar using the download_edgar_data function. Note that this will store json files for each company of their facts and submissions, but it will not include the actual HTML or other attachments. It will however dramatically speed up loading companies by cik or ticker.

The submissions and facts bulk data files are each over 1.GB in size, and take around a few minutes each. The data is stored by default in the ~/.edgar directory. You can change this by setting the EDGAR_LOCAL_DATA_DIR environment variable.

def download_edgar_data(submissions: bool = True, facts: bool = True, reference: bool = True):
    """
    Download all the company data from Edgar
    :param submissions: Download all the company submissions
    :param facts: Download all the company facts
    :param reference: Download reference data
    """
download_edgar_data()

Using Bulk Data

If you want edgartools to use the bulk data files you can call use_local_storage() before you start making calls using the library. Alternatively, set EDGAR_USE_LOCAL_DATA to True in your environment.

Downsides of using bulk data

• The filings downloaded for each company is limited to the last 1000
• You will need to download the latest data every so often to keep it up to date.

Downloading Attachments

You can download attachments from a filing using the download method on the attachments. This will download all the attached files to a folder of your choice.

class Attachments:
    
    def download(self, path: Union[str, Path], archive: bool = False):
        """
        Download all the attachments to a specified path.
        If the path is a directory, the file is saved with its original name in that directory.
        If the path is a file, the file is saved with the given path name.
        If archive is True, the attachments are saved in a zip file.
        path: str or Path - The path to save the attachments
        archive: bool (default False) - If True, save the attachments in a zip file
        """ 
        ...
        
# Usage
filing.attachments.download(path)

Contributing

Contributions are welcome! We would love to hear your thoughts on how this library could be better at working with SEC Edgar.

Reporting Issues

We use GitHub issues to track public bugs. Report a bug by opening a new issue; it's that easy!

Making code changes

• Fork the repo and create your branch from master.
• If you've added code that should be tested, add tests.
• If you've changed APIs, update the documentation.
• Ensure the test suite passes.
• Make sure your code lints.
• Issue that pull request!

License

edgartools is distributed under the terms of the MIT license.

Contact

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