parsimony-sec-edgar
SEC EDGAR connector plugin for parsimony — full-text search over filing content, company lookup, a filer's filings, raw filing documents, and XBRL financial data (per-company concept history, all-concepts facts, and cross-company frames) for U.S. issuers over the public efts.sec.gov / data.sec.gov / www.sec.gov APIs.
Part of the parsimony-connectors monorepo. Distributed standalone on PyPI as parsimony-sec-edgar.
Connectors
| Name | Kind | Description |
|---|---|---|
sec_edgar_full_text_search |
connector | Native EDGAR full-text search over the content of every filing since 2001, across all filers. Filter by form, date range, or CIK; returns the cik + accession + document needed to fetch a hit. |
sec_edgar_find_company |
connector | Fast exact lookup of a registrant by ticker symbol or CIK from the published ticker map (the ~10.4k exchange-listed issuers). Returns cik + ticker + company title. |
sec_edgar_submissions |
connector | List a CIK's filings (newest first): accession number, filing date, form type, primary document, report date. form filters to one form type; include_older walks the additional pages so the full history is reachable. |
sec_edgar_fetch_filing |
connector | Fetch one filing document body from the EDGAR archives. Resolves the primary document via the filing's index.json (works for any filing, however old). |
sec_edgar_company_concept |
connector | One XBRL concept's full reported history for a company, as a tidy long timeseries (period, value, unit, fiscal year/period, form, filed). |
sec_edgar_company_facts |
connector | Raw XBRL company-facts blob for a CIK (all reported concepts keyed by taxonomy). |
sec_edgar_frames |
connector | One XBRL concept for one period across every reporting company — a cross-sectional snapshot. |
Coverage
EDGAR is not a timeseries provider — it exposes four atomic units (registrant, filing, document, XBRL fact), and the seven connectors cover all of them. Discovery is native: sec_edgar_full_text_search searches the content of every filing since 2001 across all ~800k+ filers, so there is no built catalog (the provider has first-party search). Fetch reaches a filer's whole filing history (include_older), any document (index.json resolution), and the XBRL financial data three ways — per-company concept history, all-concepts facts, and cross-company frames.
Deliberately not wrapped (publish/ETL tooling, not on-demand agent fetches): the nightly bulk ZIP archives (companyfacts.zip, submissions.zip) and the quarterly full-index crawl. Data is U.S. federal public domain; SEC's only requirement is the fair-access User-Agent below.
Install
pip install parsimony-sec-edgar
Pulls in a compatible parsimony automatically. Verify discovery:
python -c "from parsimony import discover; print([p.name for p in discover.iter_providers()])"
User-Agent (required)
SEC's fair-access policy (max 10 requests/second) requires every request to carry a User-Agent header that identifies the requester (a name and contact email). A generic or missing User-Agent gets a 403/429. There is no API key — the User-Agent is the only thing you must supply, via the SEC_EDGAR_USER_AGENT environment variable:
export SEC_EDGAR_USER_AGENT="Acme Research contact@acme.com"
If it is unset, the connectors fail fast with UnauthorizedError naming the env var, before any network call.
Quick start
from parsimony_sec_edgar import CONNECTORS
# Discover filings by content across all filers...
hits = CONNECTORS["sec_edgar_full_text_search"](query="climate risk", forms="10-K")
print(hits.raw.head())
# ...or look up a known issuer and read its financials as a timeseries.
rev = CONNECTORS["sec_edgar_company_concept"](cik="320193", tag="Revenues")
print(rev.raw.head())
For multi-plugin composition:
from parsimony import discover
connectors = discover.load_all()
Provider
- Homepage: https://www.sec.gov
- EDGAR: https://www.sec.gov/edgar
- Fair-access policy: https://www.sec.gov/os/accessing-edgar-data
License
See LICENSE.
1 maintainer
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