AI Agent Skills

The only open-source toolkit that can download SEC EDGAR financial reports and extract textual data from specific item sections into nice & clean structured JSON files.…

Python application used to download, parse, and extract structured/unstructured data from filings in the SEC Edgar Database (including 10-K, 10-Q, 13-D, S-1, 8-K, etc.)

Parse SEC EDGAR HTML documents into a tree of elements that correspond to the visual (semantic) structure of the document.

📈 Download filings from the SEC EDGAR database using Python

Download the SEC filings index from EDGAR since 1993

Python SDK for SEC & EDGAR data — API access and bulk dataset downloads for 20M+ filings, insider trades, 13F holdings, financial statements, exec comp, enforcement acti…

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Open-source investment research platform for financial analysis agents.

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

Create a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.

Rank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.

Research a US equity across fundamentals, valuation, technical context, peers, and current market data.