edgartools

Query and analyze SEC filings using EdgarTools with efficient, token-efficient API methods like .to_context().

• Use .to_context() for concise summaries and action discovery.
• Access company data, filings, and XBRL financials efficiently.
• Supports multi-company analysis and trend comparisons.
• Requires identity setup for API access.
• Offers two financial data approaches: entity facts (fast, aggregated) and XBRL (detailed, as-filed).

• Token-efficient with .to_context() saving 50-90% on tokens.
• Supports discovery, real-time monitoring, and known-company analysis.
• Provides access to filings, financial statements, and XBRL data.
• Includes multi-period comparison and single-period detail options.
• Requires identity setup (SEC requirement).
• Offers filtering by form, ticker, date, and period.

1. 1.Set identity first: set_identity('name email@domain.com').
2. 2.Use .to_context() for quick summaries and action discovery.
3. 3.Get company data with Company('AAPL').to_context().
4. 4.Retrieve filings with get_filings() or get_current_filings().
5. 5.Access financials via income_statement(), balance_sheet(), or xbrl().
6. 6.Filter results by form, ticker, year, or period as needed.