A New Way to Think About SEC Filings

Discover how edgartools allows you to treat SEC filings as semantic data objects, dramatically simplifying how you access and process company filing data.

From Software to Crypto: The MicroStrategy Playbook

Michael Saylor transformed his software company MicroStrategy in one of the largest holders of bitcoin in the world. Has he discovered the "infinite money glitch"?

Using Pydantic AI and Edgartools for investigations

Using Pydantic AI and Edgar Tools to investigate corporate actions by looking through their 8-K filings

8-K summaries with Pydantic AI

Use Pydantic-AI and Edgartools to extract information and create company news summaries from company 8-K filings

Quick easy access to 8-K filings

This article will guide you through the process of efficiently retrieving and analyzing 8-K filings using the powerful edgartools Python library. By the end of this guide, you'll be able to programmatically access, filter, view, and download these critical SEC documents with ease.

Filing XBRL

edgartools lets you extract XBRL data including balance sheet, cash flow and income statements from SEC filings.

AI-generated financial datasets

financial-datasets is an open-source Python library that simplifies the process of generating realistic question & answer financial datasets using Large Language Models (LLMs).

Finding funds in edgartools

This article shows you an easy way to find Mutual funds with edgartools. You can find a fund by ticker, class or contract id, or series id

Researching insider stock sales - Part 2

We use edgartools to find research insider trades for a company by viewing their Form4 filings

Researching insider stock sales - Part 1

When researching a company and its management you often want to see how insiders are compensated in company stock, and how they are trading that stock. For this research we can view a company's SEC filings using edgartools - a python library built for query and viewing Edgar