<p align="center">
<a href="https://github.com/dgunning/edgartools">
<img src="docs/images/edgartools-logo.png" alt="EdgarTools Python SEC EDGAR library logo" height="80">
</a>
</p>
<h3 align="center">The AI Native Python library for SEC EDGAR Data</h3>
<p align="center">
<a href="https://pypi.org/project/edgartools"><img src="https://img.shields.io/pypi/v/edgartools.svg" alt="PyPI - Version"></a>
<a href="https://github.com/dgunning/edgartools/actions"><img src="https://img.shields.io/github/actions/workflow/status/dgunning/edgartools/python-hatch-workflow.yml" alt="GitHub Workflow Status"></a>
<a href="https://www.codefactor.io/repository/github/dgunning/edgartools"><img src="https://www.codefactor.io/repository/github/dgunning/edgartools/badge" alt="CodeFactor"></a>
<a href="https://github.com/pypa/hatch"><img src="https://img.shields.io/badge/%F0%9F%A5%9A-Hatch-4051b5.svg" alt="Hatch project"></a>
<a href="https://github.com/dgunning/edgartools/blob/main/LICENSE"><img src="https://img.shields.io/github/license/dgunning/edgartools" alt="GitHub"></a>
<a href="https://pypi.org/project/edgartools"><img src="https://img.shields.io/pypi/dm/edgartools" alt="PyPI - Downloads"></a>
</p>
<p align="center">
<img src="docs/images/badges/badge-ai-native.svg" alt="AI Native">
<img src="docs/images/badges/badge-10x-faster.svg" alt="10x Faster">
<img src="docs/images/badges/badge-zero-cost.svg" alt="Zero Cost">
<img src="docs/images/badges/badge-production-ready.svg" alt="Production Ready">
<img src="docs/images/badges/badge-open-source.svg" alt="Open Source">
<img src="docs/images/badges/badge-financial-data.svg" alt="Financial Data">
</p>
<p align="center">
<b>The only SEC EDGAR library built from the ground up for AI agents and LLMs. Extract financial data in 3 lines of code instead of 100+. Production-ready MCP server included.</b>
</p>
<p align="center">
<sub>Built with AI-assisted development • 3-10x faster velocity • <a href="#-support-ai-powered-development">Support this project</a></sub>
</p>
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
## Why EdgarTools?
EdgarTools is the **fastest, most powerful open-source library** for SEC EDGAR data extraction. Built for financial analysts, data scientists, and AI developers who need reliable, production-ready access to SEC filings.
<table align="center">
<tr>
<td align="center" width="33%">
<img src="docs/images/icons/icon-speed.svg" width="80" alt="Lightning Fast"><br>
<b>Lightning Fast</b><br>
10-30x faster than alternatives<br>
Optimized with lxml & PyArrow
</td>
<td align="center" width="33%">
<img src="docs/images/icons/icon-ai.svg" width="80" alt="AI Native"><br>
<b>AI Native</b><br>
Built-in MCP server for Claude<br>
LLM-optimized text extraction
</td>
<td align="center" width="33%">
<img src="docs/images/icons/icon-quality.svg" width="80" alt="Data Quality"><br>
<b>Production Quality</b><br>
1000+ tests, type hints<br>
Battle-tested by analysts
</td>
</tr>
<tr>
<td align="center" width="33%">
<img src="docs/images/icons/icon-xbrl.svg" width="80" alt="XBRL Support"><br>
<b>XBRL Native</b><br>
Full XBRL standardization<br>
Cross-company comparisons
</td>
<td align="center" width="33%">
<img src="docs/images/icons/icon-data.svg" width="80" alt="Rich Data"><br>
<b>Rich Data Objects</b><br>
Smart parsing for every form<br>
Pandas-ready DataFrames
</td>
<td align="center" width="33%">
<img src="docs/images/icons/icon-community.svg" width="80" alt="Open Source"><br>
<b>Open Source</b><br>
MIT license, community-driven<br>
Transparent & auditable
</td>
</tr>
</table>
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
## How It Works
EdgarTools provides a clean abstraction layer over the SEC EDGAR database, handling all the complexity of SEC data access, parsing, and transformation:
```mermaid
%%{init: {'theme':'base', 'themeVariables': { 'primaryColor':'#FFD700', 'primaryTextColor':'#3d5875', 'primaryBorderColor':'#3d5875', 'lineColor':'#3d5875', 'secondaryColor':'#f8f9fa', 'tertiaryColor':'#ffffff'}}}%%
graph LR
A[Your Code] -->|Simple API| B[EdgarTools]
B -->|Fetches| C[SEC EDGAR]
B -->|Parses| D[Structured Data]
D -->|Returns| E[DataFrames]
D -->|Returns| F[Objects]
D -->|Returns| G[Clean Text]
style A fill:#FFD700,stroke:#3d5875,stroke-width:2px,color:#3d5875
style B fill:#3d5875,stroke:#FFD700,stroke-width:2px,color:#FFD700
style C fill:#3d5875,stroke:#3d5875,stroke-width:2px,color:#FFD700
style D fill:#f8f9fa,stroke:#3d5875,stroke-width:2px,color:#3d5875
style E fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875
style F fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875
style G fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875
```
<details>
<summary><b>View Detailed Architecture</b></summary>
For a comprehensive view of EdgarTools' internal architecture, see the [Architecture Documentation](docs/architecture-diagram.md).
</details>
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
<p align="center">
<img src="docs/images/sections/section-quick-start.svg" alt="Quick Start">
</p>
```python
# 1. Install
pip install edgartools
# 2. Set your identity (required by SEC regulations)
from edgar import *
set_identity("your.name@example.com")
# 3. Get company financials in 1 line
balance_sheet = Company("AAPL").get_financials().balance_sheet()
# 4. Explore with interactive documentation
company = Company("MSFT")
# 5. Or explore insider transactions
filings = company.get_filings(form="4")
form4_filing = filings[0]
form4 = form4_filing.obj()
```
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
<p align="center">
<img src="docs/images/sections/section-features.svg" alt="Key Features">
</p>
### Comprehensive SEC Data Access
<table>
<tr>
<td width="50%" valign="top">
**Financial Statements (XBRL)**
- Balance Sheets, Income Statements, Cash Flows
- Individual line items via XBRL tags
- Multi-period comparisons with comparative periods
- Standardized cross-company data
- Automatic unit conversion
- Metadata columns (dimensions, members, units)
- Complete dimensional data support
**Fund Holdings (13F)**
- Complete 13F filing history
- Portfolio composition analysis
- Position tracking over time
- Ownership percentages
- Value calculations
**Company Dataset & Reference Data**
- Industry and state filtering
- Company subsets with metadata
- Standardized industry classifications
- SEC ticker/CIK lookups
- Exchange information
**Insider Transactions**
- Form 3, 4, 5 structured data
- Transaction history by insider
- Ownership changes
- Grant and exercise details
- Automatic parsing
</td>
<td width="50%" valign="top">
**Filing Intelligence**
- Any form type (10-K, 10-Q, 8-K, S-1, etc.)
- Complete history since 1994
- Smart data objects for each form
- Automatic HTML to clean text
- Section extraction (Risk Factors, MD&A)
**Performance & Reliability**
- 10-30x faster than alternatives
- Automatic rate limiting
- Smart caching (30-second fresh filing cache)
- Robust error handling
- SSL verification with fail-fast retry
- Type hints throughout
**Developer Experience**
- Intuitive, consistent API
- Pandas DataFrame integration
- Rich terminal output
- Comprehensive documentation
- 1000+ tests
</td>
</tr>
</table>
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
## Comparison with Alternatives
| Feature | EdgarTools | sec-api (paid) | OpenEDGAR | Manual Scraping |
|---------|------------|----------------|-----------|-----------------|
| **AI/MCP Integration** | <img src="docs/images/icons/compare-check.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> |
| **Cost** | Free | $150+/mo | Free | Free |
| **Speed** | 10-30x baseline | Fast (API) | Slow | Slow |
| **XBRL Support** | <img src="docs/images/icons/compare-check.svg" width="20"> Full | <img src="docs/images/icons/compare-partial.svg" width="20"> Partial | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> |
| **Financial Statements** | <img src="docs/images/icons/compare-check.svg" width="20"> Parsed | <img src="docs/images/icons/compare-check.svg" width="20"> Parsed | <img src="docs/images/icons/compare-partial.svg" width="20"> Basic | <img src="docs/images/icons/compare-cross.svg" width="20"> DIY |
| **LLM-Ready Output** | <img src="docs/images/icons/compare-check.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> |
| **Type Hints** | <img src="docs/images/icons/compare-check.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> | <img src="docs/images/icons/compare-partial.svg" width="20"> | <img src="docs/images/icons/compare-cross.svg" width="20"> |
| **Rate Limiting** | <img src="docs/images/icons/compare-check.svg" width="20"> Auto | N/A (API) | <img src="docs/images/icons/compare-cross.svg" width="20"> Manual | <img src="docs/images/icons/compare-cross.svg" width="20"> Manual |
| **Open Source** | <img src="docs/images/icons/compare-check.svg" width="20"> MIT | <img src="docs/images/icons/compare-cross.svg" width="20"> Proprietary | <img src="docs/images/icons/compare-check.svg" width="20"> Apache | N/A |
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
<p align="center">
<img src="docs/images/sections/section-ai-integration.svg" alt="AI Integration">
</p>
### Use EdgarTools with Claude Code & Claude Desktop
EdgarTools provides **AI Skills** that enable Claude and other AI assistants to perform sophisticated SEC filing analysis. Once configured, you can ask Claude questions like:
- *"Compare Apple and Microsoft's revenue growth rates over the past 3 years"*
- *"Which Tesla executives sold more than $1 million in stock in the past 6 months?"*
- *"Find all technology companies that filed proxy statements with executive compensation changes"*
Claude will write the Python code, execute it, and explain the results - all powered by EdgarTools.
<details>
<summary><b>Setup Instructions</b></summary>
### Option 1: AI Skills (Recommended)
Install the EdgarTools skill for Claude Code or Claude Desktop:
```bash
pip install edgartools[ai]
python -c "from edgar.ai import install_skill; install_skill()"
```
This adds SEC analysis capabilities to Claude, including 3,450+ lines of API documentation, code examples, and form type reference.
### Option 2: MCP Server
Run EdgarTools as an MCP server for Claude Code or Claude Desktop:
```bash
pip install edgartools[ai]
python -m edgar.ai
```
Add to Claude Desktop config (`~/Library/Application Support/Claude/claude_desktop_config.json`):
```json
{
"mcpServers": {
"edgartools": {
"command": "python",
"args": ["-m", "edgar.ai"],
"env": {
"EDGAR_IDENTITY": "Your Name your.email@example.com"
}
}
}
}
```
See [AI Integration Guide](docs/ai-integration.md) for complete documentation.
</details>
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
## 💛 Support AI Powered Development
**I build and maintain EdgarTools solo using AI-assisted development.** Your support directly funds the Claude Max subscription that makes this extraordinary velocity possible.
### The Virtuous Cycle
<table align="center">
<tr>
Fix <td align="center" width="25%" valign="top">
<b>1️⃣ You Support</b><br><br>
Buy Me A Coffee<br>
contributions fund<br>
Claude Max
</td>
<td align="center" width="25%" valign="top">
<b>2️⃣ AI Acceleration</b><br><br>
Specialized agents<br>
deliver <b>3-10x faster</b><br>
development
</td>
<td align="center" width="25%" valign="top">
<b>3️⃣ Rapid Delivery</b><br><br>
Features in <b>days</b><br>
instead of weeks<br>
24 releases / 60 days
</td>
<td align="center" width="25%" valign="top">
<b>4️⃣ You Benefit</b><br><br>
More features,<br>
faster fixes,<br>
free forever
</td>
</tr>
</table>
### Real Impact: Last 60 Days
<table align="center">
<tr>
<td align="center" width="25%" valign="top">
<h3>🚀 24</h3>
<b>Releases</b><br>
<sub>1 every 2.5 days</sub>
</td>
<td align="center" width="25%" valign="top">
<h3>⚡ 322</h3>
<b>Commits</b><br>
<sub>5.4 per day</sub>
</td>
<td align="center" width="25%" valign="top">
<h3>🎯 3-10x</h3>
<b>Velocity</b><br>
<sub>vs traditional dev</sub>
</td>
<td align="center" width="25%" valign="top">
<h3>⏱️ Days</h3>
<b>Not Weeks</b><br>
<sub>for major features</sub>
</td>
</tr>
</table>
### Recent Examples
| Feature | Traditional Estimate | With AI | Speedup |
|---------|---------------------|---------|---------|
| XBRL Period Selection | 3-4 weeks | 5 days | **7x faster** |
| MCP Workflow Tools | 2-3 weeks | 2 days | **10x faster** |
| HTML Parsing Rewrite | 2 weeks | 3 days | **4x faster** |
| Standardized Concepts API | 2 weeks | 2-3 days | **5x faster** |
<p align="center">
<a href="https://github.com/sponsors/dgunning" target="_blank">
<img src="https://img.shields.io/badge/sponsor-30363D?style=for-the-badge&logo=GitHub-Sponsors&logoColor=#EA4AAA" alt="GitHub Sponsors" height="40">
</a>
<a href="https://www.buymeacoffee.com/edgartools" target="_blank">
<img src="https://cdn.buymeacoffee.com/buttons/v2/default-yellow.png" alt="Buy Me A Coffee" height="40">
</a>
</p>
**What your support enables:**
- ✅ Claude Max subscription (AI agents that write, test, and document code)
- ✅ Continued 3-10x development velocity (features in days, not weeks)
- ✅ Rapid response to SEC format changes and bug reports
- ✅ New features based on community needs
- ✅ Free access for everyone, forever (no API keys, no rate limits)
**Alternative ways to support:**
- ⭐ Star the repo on GitHub
- 🐛 Report bugs and contribute fixes
- 📖 Improve documentation
- 💬 Answer questions in Discussions
- 🔗 Share EdgarTools with colleagues
**Corporate users**: If your organization depends on EdgarTools for SEC compliance or regulatory reporting, [GitHub Sponsors](https://github.com/sponsors/dgunning) offers strategic sponsorship options designed for mission-critical dependencies.
<p align="center">
<img src="docs/images/dividers/divider-hexagons.svg" alt="">
</p>
<p align="center">
<img src="docs/images/sections/section-community.svg" alt="Community & Support">
</p>
### Documentation & Resources
- [User Journeys / Examples](https://edgartools.readthedocs.io/en/latest/examples/)
- [Quick Guide](https://edgartools.readthedocs.io/en/latest/quick-guide/)
- [Full API Documentation](https://edgartools.readthedocs.io/)
- [EdgarTools Blog](https://www.edgartools.io)
### Get Help & Connect
- [GitHub Issues](https://github.com/dgunning/edgartools/issues) - Bug reports and feature requests
- [Discussions](https://github.com/dgunning/edgartools/discussions) - Questions and community discussions
### Contributing
We welcome contributions from the community! Here's how you can help:
- **Code**: Fix bugs, add features, improve documentation
- **Examples**: Share interesting use cases and examples
- **Feedback**: Report issues or suggest improvements
- **Spread the Word**: Star the repo, share with colleagues
See our [Contributing Guide](CONTRIBUTING.md) for details.
---
<p align="center">
EdgarTools is distributed under the <a href="LICENSE">MIT License</a>
</p>
## Star History
[](https://star-history.com/#dgunning/edgartools&Timeline)
Raw data
{
"_id": null,
"home_page": null,
"name": "edgartools",
"maintainer": null,
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"requires_python": ">=3.10",
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"keywords": "company, edgar, filings, finance, financial, python, reports, sec",
"author": null,
"author_email": "Dwight Gunning <dgunning@gmail.com>",
"download_url": "https://files.pythonhosted.org/packages/57/d7/22eb7aa32ea6f398f3809e18630bfed33619955fb4495e8ff6b2560f3970/edgartools-4.26.1.tar.gz",
"platform": null,
"description": "<p align=\"center\">\n<a href=\"https://github.com/dgunning/edgartools\">\n <img src=\"docs/images/edgartools-logo.png\" alt=\"EdgarTools Python SEC EDGAR library logo\" height=\"80\">\n</a>\n</p>\n\n<h3 align=\"center\">The AI Native Python library for SEC EDGAR Data</h3>\n\n<p align=\"center\">\n <a href=\"https://pypi.org/project/edgartools\"><img src=\"https://img.shields.io/pypi/v/edgartools.svg\" alt=\"PyPI - Version\"></a>\n <a href=\"https://github.com/dgunning/edgartools/actions\"><img src=\"https://img.shields.io/github/actions/workflow/status/dgunning/edgartools/python-hatch-workflow.yml\" alt=\"GitHub Workflow Status\"></a>\n <a href=\"https://www.codefactor.io/repository/github/dgunning/edgartools\"><img src=\"https://www.codefactor.io/repository/github/dgunning/edgartools/badge\" alt=\"CodeFactor\"></a>\n <a href=\"https://github.com/pypa/hatch\"><img src=\"https://img.shields.io/badge/%F0%9F%A5%9A-Hatch-4051b5.svg\" alt=\"Hatch project\"></a>\n <a href=\"https://github.com/dgunning/edgartools/blob/main/LICENSE\"><img src=\"https://img.shields.io/github/license/dgunning/edgartools\" alt=\"GitHub\"></a>\n <a href=\"https://pypi.org/project/edgartools\"><img src=\"https://img.shields.io/pypi/dm/edgartools\" alt=\"PyPI - Downloads\"></a>\n</p>\n\n<p align=\"center\">\n <img src=\"docs/images/badges/badge-ai-native.svg\" alt=\"AI Native\">\n <img src=\"docs/images/badges/badge-10x-faster.svg\" alt=\"10x Faster\">\n <img src=\"docs/images/badges/badge-zero-cost.svg\" alt=\"Zero Cost\">\n <img src=\"docs/images/badges/badge-production-ready.svg\" alt=\"Production Ready\">\n <img src=\"docs/images/badges/badge-open-source.svg\" alt=\"Open Source\">\n <img src=\"docs/images/badges/badge-financial-data.svg\" alt=\"Financial Data\">\n</p>\n\n<p align=\"center\">\n <b>The only SEC EDGAR library built from the ground up for AI agents and LLMs. Extract financial data in 3 lines of code instead of 100+. Production-ready MCP server included.</b>\n</p>\n\n<p align=\"center\">\n <sub>Built with AI-assisted development \u2022 3-10x faster velocity \u2022 <a href=\"#-support-ai-powered-development\">Support this project</a></sub>\n</p>\n\n\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n## Why EdgarTools?\n\nEdgarTools is the **fastest, most powerful open-source library** for SEC EDGAR data extraction. Built for financial analysts, data scientists, and AI developers who need reliable, production-ready access to SEC filings.\n\n<table align=\"center\">\n<tr>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-speed.svg\" width=\"80\" alt=\"Lightning Fast\"><br>\n <b>Lightning Fast</b><br>\n 10-30x faster than alternatives<br>\n Optimized with lxml & PyArrow\n </td>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-ai.svg\" width=\"80\" alt=\"AI Native\"><br>\n <b>AI Native</b><br>\n Built-in MCP server for Claude<br>\n LLM-optimized text extraction\n </td>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-quality.svg\" width=\"80\" alt=\"Data Quality\"><br>\n <b>Production Quality</b><br>\n 1000+ tests, type hints<br>\n Battle-tested by analysts\n </td>\n</tr>\n<tr>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-xbrl.svg\" width=\"80\" alt=\"XBRL Support\"><br>\n <b>XBRL Native</b><br>\n Full XBRL standardization<br>\n Cross-company comparisons\n </td>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-data.svg\" width=\"80\" alt=\"Rich Data\"><br>\n <b>Rich Data Objects</b><br>\n Smart parsing for every form<br>\n Pandas-ready DataFrames\n </td>\n <td align=\"center\" width=\"33%\">\n <img src=\"docs/images/icons/icon-community.svg\" width=\"80\" alt=\"Open Source\"><br>\n <b>Open Source</b><br>\n MIT license, community-driven<br>\n Transparent & auditable\n </td>\n</tr>\n</table>\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n## How It Works\n\nEdgarTools provides a clean abstraction layer over the SEC EDGAR database, handling all the complexity of SEC data access, parsing, and transformation:\n\n```mermaid\n%%{init: {'theme':'base', 'themeVariables': { 'primaryColor':'#FFD700', 'primaryTextColor':'#3d5875', 'primaryBorderColor':'#3d5875', 'lineColor':'#3d5875', 'secondaryColor':'#f8f9fa', 'tertiaryColor':'#ffffff'}}}%%\n\ngraph LR\n A[Your Code] -->|Simple API| B[EdgarTools]\n B -->|Fetches| C[SEC EDGAR]\n B -->|Parses| D[Structured Data]\n D -->|Returns| E[DataFrames]\n D -->|Returns| F[Objects]\n D -->|Returns| G[Clean Text]\n\n style A fill:#FFD700,stroke:#3d5875,stroke-width:2px,color:#3d5875\n style B fill:#3d5875,stroke:#FFD700,stroke-width:2px,color:#FFD700\n style C fill:#3d5875,stroke:#3d5875,stroke-width:2px,color:#FFD700\n style D fill:#f8f9fa,stroke:#3d5875,stroke-width:2px,color:#3d5875\n style E fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875\n style F fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875\n style G fill:#ffffff,stroke:#FFD700,stroke-width:2px,color:#3d5875\n```\n\n<details>\n<summary><b>View Detailed Architecture</b></summary>\n\nFor a comprehensive view of EdgarTools' internal architecture, see the [Architecture Documentation](docs/architecture-diagram.md).\n\n</details>\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n<p align=\"center\">\n <img src=\"docs/images/sections/section-quick-start.svg\" alt=\"Quick Start\">\n</p>\n\n```python\n# 1. Install\npip install edgartools\n\n# 2. Set your identity (required by SEC regulations)\nfrom edgar import *\nset_identity(\"your.name@example.com\")\n\n# 3. Get company financials in 1 line\nbalance_sheet = Company(\"AAPL\").get_financials().balance_sheet()\n\n# 4. Explore with interactive documentation\ncompany = Company(\"MSFT\")\n\n# 5. Or explore insider transactions\nfilings = company.get_filings(form=\"4\")\nform4_filing = filings[0]\nform4 = form4_filing.obj()\n```\n\n\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n<p align=\"center\">\n <img src=\"docs/images/sections/section-features.svg\" alt=\"Key Features\">\n</p>\n\n### Comprehensive SEC Data Access\n\n<table>\n<tr>\n<td width=\"50%\" valign=\"top\">\n\n**Financial Statements (XBRL)**\n- Balance Sheets, Income Statements, Cash Flows\n- Individual line items via XBRL tags\n- Multi-period comparisons with comparative periods\n- Standardized cross-company data\n- Automatic unit conversion\n- Metadata columns (dimensions, members, units)\n- Complete dimensional data support\n\n**Fund Holdings (13F)**\n- Complete 13F filing history\n- Portfolio composition analysis\n- Position tracking over time\n- Ownership percentages\n- Value calculations\n\n**Company Dataset & Reference Data**\n- Industry and state filtering\n- Company subsets with metadata\n- Standardized industry classifications\n- SEC ticker/CIK lookups\n- Exchange information\n\n**Insider Transactions**\n- Form 3, 4, 5 structured data\n- Transaction history by insider\n- Ownership changes\n- Grant and exercise details\n- Automatic parsing\n\n</td>\n<td width=\"50%\" valign=\"top\">\n\n**Filing Intelligence**\n- Any form type (10-K, 10-Q, 8-K, S-1, etc.)\n- Complete history since 1994\n- Smart data objects for each form\n- Automatic HTML to clean text\n- Section extraction (Risk Factors, MD&A)\n\n**Performance & Reliability**\n- 10-30x faster than alternatives\n- Automatic rate limiting\n- Smart caching (30-second fresh filing cache)\n- Robust error handling\n- SSL verification with fail-fast retry\n- Type hints throughout\n\n**Developer Experience**\n- Intuitive, consistent API\n- Pandas DataFrame integration\n- Rich terminal output\n- Comprehensive documentation\n- 1000+ tests\n\n</td>\n</tr>\n</table>\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n## Comparison with Alternatives\n\n| Feature | EdgarTools | sec-api (paid) | OpenEDGAR | Manual Scraping |\n|---------|------------|----------------|-----------|-----------------|\n| **AI/MCP Integration** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> |\n| **Cost** | Free | $150+/mo | Free | Free |\n| **Speed** | 10-30x baseline | Fast (API) | Slow | Slow |\n| **XBRL Support** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> Full | <img src=\"docs/images/icons/compare-partial.svg\" width=\"20\"> Partial | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> |\n| **Financial Statements** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> Parsed | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> Parsed | <img src=\"docs/images/icons/compare-partial.svg\" width=\"20\"> Basic | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> DIY |\n| **LLM-Ready Output** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> |\n| **Type Hints** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-partial.svg\" width=\"20\"> | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> |\n| **Rate Limiting** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> Auto | N/A (API) | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> Manual | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> Manual |\n| **Open Source** | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> MIT | <img src=\"docs/images/icons/compare-cross.svg\" width=\"20\"> Proprietary | <img src=\"docs/images/icons/compare-check.svg\" width=\"20\"> Apache | N/A |\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n<p align=\"center\">\n <img src=\"docs/images/sections/section-ai-integration.svg\" alt=\"AI Integration\">\n</p>\n\n### Use EdgarTools with Claude Code & Claude Desktop\n\nEdgarTools provides **AI Skills** that enable Claude and other AI assistants to perform sophisticated SEC filing analysis. Once configured, you can ask Claude questions like:\n\n- *\"Compare Apple and Microsoft's revenue growth rates over the past 3 years\"*\n- *\"Which Tesla executives sold more than $1 million in stock in the past 6 months?\"*\n- *\"Find all technology companies that filed proxy statements with executive compensation changes\"*\n\nClaude will write the Python code, execute it, and explain the results - all powered by EdgarTools.\n\n<details>\n<summary><b>Setup Instructions</b></summary>\n\n### Option 1: AI Skills (Recommended)\n\nInstall the EdgarTools skill for Claude Code or Claude Desktop:\n\n```bash\npip install edgartools[ai]\npython -c \"from edgar.ai import install_skill; install_skill()\"\n```\n\nThis adds SEC analysis capabilities to Claude, including 3,450+ lines of API documentation, code examples, and form type reference.\n\n### Option 2: MCP Server\n\nRun EdgarTools as an MCP server for Claude Code or Claude Desktop:\n\n```bash\npip install edgartools[ai]\npython -m edgar.ai\n```\n\nAdd to Claude Desktop config (`~/Library/Application Support/Claude/claude_desktop_config.json`):\n\n```json\n{\n \"mcpServers\": {\n \"edgartools\": {\n \"command\": \"python\",\n \"args\": [\"-m\", \"edgar.ai\"],\n \"env\": {\n \"EDGAR_IDENTITY\": \"Your Name your.email@example.com\"\n }\n }\n }\n}\n```\n\nSee [AI Integration Guide](docs/ai-integration.md) for complete documentation.\n\n</details>\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n## \ud83d\udc9b Support AI Powered Development\n\n**I build and maintain EdgarTools solo using AI-assisted development.** Your support directly funds the Claude Max subscription that makes this extraordinary velocity possible.\n\n### The Virtuous Cycle\n\n<table align=\"center\">\n<tr>\nFix <td align=\"center\" width=\"25%\" valign=\"top\">\n <b>1\ufe0f\u20e3 You Support</b><br><br>\n Buy Me A Coffee<br>\n contributions fund<br>\n Claude Max\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <b>2\ufe0f\u20e3 AI Acceleration</b><br><br>\n Specialized agents<br>\n deliver <b>3-10x faster</b><br>\n development\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <b>3\ufe0f\u20e3 Rapid Delivery</b><br><br>\n Features in <b>days</b><br>\n instead of weeks<br>\n 24 releases / 60 days\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <b>4\ufe0f\u20e3 You Benefit</b><br><br>\n More features,<br>\n faster fixes,<br>\n free forever\n </td>\n</tr>\n</table>\n\n### Real Impact: Last 60 Days\n\n<table align=\"center\">\n<tr>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <h3>\ud83d\ude80 24</h3>\n <b>Releases</b><br>\n <sub>1 every 2.5 days</sub>\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <h3>\u26a1 322</h3>\n <b>Commits</b><br>\n <sub>5.4 per day</sub>\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <h3>\ud83c\udfaf 3-10x</h3>\n <b>Velocity</b><br>\n <sub>vs traditional dev</sub>\n </td>\n <td align=\"center\" width=\"25%\" valign=\"top\">\n <h3>\u23f1\ufe0f Days</h3>\n <b>Not Weeks</b><br>\n <sub>for major features</sub>\n </td>\n</tr>\n</table>\n\n### Recent Examples\n\n| Feature | Traditional Estimate | With AI | Speedup |\n|---------|---------------------|---------|---------|\n| XBRL Period Selection | 3-4 weeks | 5 days | **7x faster** |\n| MCP Workflow Tools | 2-3 weeks | 2 days | **10x faster** |\n| HTML Parsing Rewrite | 2 weeks | 3 days | **4x faster** |\n| Standardized Concepts API | 2 weeks | 2-3 days | **5x faster** |\n\n<p align=\"center\">\n <a href=\"https://github.com/sponsors/dgunning\" target=\"_blank\">\n <img src=\"https://img.shields.io/badge/sponsor-30363D?style=for-the-badge&logo=GitHub-Sponsors&logoColor=#EA4AAA\" alt=\"GitHub Sponsors\" height=\"40\">\n </a>\n \n <a href=\"https://www.buymeacoffee.com/edgartools\" target=\"_blank\">\n <img src=\"https://cdn.buymeacoffee.com/buttons/v2/default-yellow.png\" alt=\"Buy Me A Coffee\" height=\"40\">\n </a>\n</p>\n\n**What your support enables:**\n- \u2705 Claude Max subscription (AI agents that write, test, and document code)\n- \u2705 Continued 3-10x development velocity (features in days, not weeks)\n- \u2705 Rapid response to SEC format changes and bug reports\n- \u2705 New features based on community needs\n- \u2705 Free access for everyone, forever (no API keys, no rate limits)\n\n**Alternative ways to support:**\n- \u2b50 Star the repo on GitHub\n- \ud83d\udc1b Report bugs and contribute fixes\n- \ud83d\udcd6 Improve documentation\n- \ud83d\udcac Answer questions in Discussions\n- \ud83d\udd17 Share EdgarTools with colleagues\n\n**Corporate users**: If your organization depends on EdgarTools for SEC compliance or regulatory reporting, [GitHub Sponsors](https://github.com/sponsors/dgunning) offers strategic sponsorship options designed for mission-critical dependencies.\n\n<p align=\"center\">\n <img src=\"docs/images/dividers/divider-hexagons.svg\" alt=\"\">\n</p>\n\n<p align=\"center\">\n <img src=\"docs/images/sections/section-community.svg\" alt=\"Community & Support\">\n</p>\n\n### Documentation & Resources\n\n- [User Journeys / Examples](https://edgartools.readthedocs.io/en/latest/examples/)\n- [Quick Guide](https://edgartools.readthedocs.io/en/latest/quick-guide/)\n- [Full API Documentation](https://edgartools.readthedocs.io/)\n- [EdgarTools Blog](https://www.edgartools.io)\n\n### Get Help & Connect\n\n- [GitHub Issues](https://github.com/dgunning/edgartools/issues) - Bug reports and feature requests\n- [Discussions](https://github.com/dgunning/edgartools/discussions) - Questions and community discussions\n\n### Contributing\n\nWe welcome contributions from the community! Here's how you can help:\n\n- **Code**: Fix bugs, add features, improve documentation\n- **Examples**: Share interesting use cases and examples\n- **Feedback**: Report issues or suggest improvements\n- **Spread the Word**: Star the repo, share with colleagues\n\nSee our [Contributing Guide](CONTRIBUTING.md) for details.\n\n---\n\n<p align=\"center\">\nEdgarTools is distributed under the <a href=\"LICENSE\">MIT License</a>\n</p>\n\n## Star History\n\n[](https://star-history.com/#dgunning/edgartools&Timeline)\n",
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