EdgarTools

Analyze SEC filings and financial statements using EdgarTools

Overview

Essential SEC filing analysis operations. See objects.md for object reference, workflows.md for patterns, readme.md for setup.

Prerequisites & Setup

REQUIRED: Set your identity (SEC requirement):

from edgar import set_identity
set_identity("Your Name your@email.com")

Without this, all API calls fail with "User-Agent identity is not set" error.