edgartools: SEC EDGAR data access

edgartools is the desk's standard way to read SEC data. It is preinstalled in your environment. Work in Python (a script or python -c), not by fetching sec.gov pages by hand.

Always set your identity first

The SEC requires a contact identity on automated requests. Do this before any other call, every session:

from edgar import set_identity
set_identity("Research Desk workshop attendee@example.com")  # use the EDGAR_IDENTITY value you were given

(Equivalently, the EDGAR_IDENTITY environment variable, exported before running Python.)

Companies and filings

from edgar import Company