Skip to content

EdgarTools: The Python Library for SEC EDGAR Data

Powerful Python library for SEC data analysis and financial research

EdgarTools makes it simple to access, analyze, and extract insights from SEC filings. Whether you're analyzing company financials, tracking insider trading, or researching investment funds, edgartools provides the tools you need.

What You Can Do

Get Key Company Data

Access shares outstanding, public float, and other key data points with simple properties.

company = Company("AAPL")
company.shares_outstanding   # 15115785000.0
company.public_float          # 2899948348000.0

See Apple on edgar.tools — filings, financials, and insider trades in a web UI →

Analyze Company Financials

Extract financial statements, calculate ratios, and track performance over time.

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

Track Insider Trading

Monitor insider transactions from Forms 3, 4, and 5 with structured data objects.

filings = company.get_filings(form="4").head(10)
transactions = pd.concat([f.obj()
                         .to_dataframe()
                         .fillna('')
                for f in filings])

Analyze Executive Compensation

Get CEO pay, pay-vs-performance, and 5-year compensation trends from proxy statements.

proxy = company.get_filings(form="DEF 14A").latest().obj()
proxy.peo_name                # "Mr. Cook"
proxy.peo_total_comp          # 74609802
proxy.executive_compensation  # 5-year DataFrame

Research Investment Funds

Analyze 13F holdings, track portfolio changes, and compare fund strategies.

fund = Company("BRK-A")
holdings = fund.get_filings(form="13F-HR").latest().obj()

Extract Filing Data

Access any SEC filing since 1994 with clean, structured data extraction.

filing = company.get_filings(form="10-K").latest()
text = filing.text()  # Clean, readable text

Key Features

🚀 Easy to Use

  • Simple, intuitive API designed for both beginners and experts
  • Comprehensive documentation with real-world examples
  • Smart defaults that handle edge cases automatically

📊 Complete SEC Data Access

  • All filing types: 10-K, 10-Q, 8-K, 13F, Form 4, S-1, and more
  • Historical data: Access filings back to 1994
  • Real-time data: Get the latest filings as they're published

🔍 Advanced XBRL Support

  • Extract structured financial data from XBRL filings
  • Query individual financial line items with standardized concepts
  • Handle complex financial statement hierarchies automatically

⚡ Performance Optimized

  • Efficient data handling for large datasets
  • Local caching to minimize API calls
  • Batch processing capabilities for bulk analysis

🛠 Developer Friendly

  • Type hints and comprehensive error handling
  • Jupyter notebook integration with rich display
  • Pandas DataFrames for seamless data analysis

Installation

Install edgartools with pip:

pip install edgartools

Or use uv for faster installation:

uv pip install edgartools

Get Started in 2 Minutes

  1. Install and set your identity (required by SEC): 

    from edgar import *
set_identity("your.name@email.com")

  2. Find a company and get their latest financial data:

company = Company("TSLA")
financials = company.get_financials()
financials.income_statement()

See it live on edgar.tools

Everything above runs locally. edgar.tools puts the same data in a web UI with AI enrichment on top — no code required.

Also includes a REST API (20+ endpoints), hosted MCP server, and data exports. Free tier: 100 API calls/day.

Financial Analysis

  • Compare companies across industries
  • Track financial performance over time
  • Calculate and analyze financial ratios
  • Build custom financial dashboards

Investment Research

  • Analyze fund holdings and strategy changes
  • Track insider buying and selling activity
  • Monitor material events through 8-K filings
  • Research IPOs and new offerings

Academic Research

  • Large-scale financial data analysis
  • Corporate governance studies
  • Market efficiency research
  • Regulatory compliance analysis

AI/ML Applications

  • Extract clean text for natural language processing
  • Build predictive models with financial data
  • Automate document analysis workflows
  • Create training datasets for financial AI
  • Advanced ranking search with BM25 and semantic structure awareness

Why Choose EdgarTools?

Feature EdgarTools Alternative Solutions
Ease of Use ✅ Simple, Pythonic API ❌ Complex setup required
Data Quality ✅ Clean, standardized data ⚠️ Raw data needs processing
Performance ✅ Optimized for large datasets ❌ Slow for bulk operations
Documentation ✅ Comprehensive with examples ⚠️ Limited examples
Active Development ✅ Regular updates and features ❌ Infrequent updates
Community ✅ Growing user base ⚠️ Limited community

Community & Support

  • 📖 Documentation: Comprehensive guides and API reference
  • 💬 GitHub Discussions: Ask questions and share insights
  • 🐛 Issue Tracker: Report bugs and request features
  • 📧 Email Support: Direct support for enterprise users

Support the Project

If you find EdgarTools useful, please consider supporting its development:

Buy Me A Coffee

Your support helps maintain and improve EdgarTools for the entire community!

What's Next?

Quick Start - Your first analysis in 5 minutes

Financial Data - Get income statements, balance sheets, cash flow

Filing Types - Work with 10-K, 8-K, 13F, and more

API Reference - Complete documentation

Examples - Real-world code patterns

Ready to start analyzing SEC data? Install EdgarTools and begin your first analysis today.