Agent skill

SEC EDGAR Filings Fetcher

Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.

MITAuto-check passedBusiness, Finance & HR

Install SEC EDGAR Filings Fetcher

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent/src/skills/sec-edgar .claude/skills/sec-edgar && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .claude/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent/src/skills/sec-edgar .agents/skills/sec-edgar && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .agents/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent/src/skills/sec-edgar .cursor/skills/sec-edgar && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .cursor/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/HKUDS/Vibe-Trading.git --path agent/src/skills/sec-edgar

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent/src/skills/sec-edgar .gemini/skills/sec-edgar && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .gemini/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent/src/skills/sec-edgar .github/skills/sec-edgar && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .github/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install HKUDS/Vibe-Trading sec-edgar --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent/src/skills/sec-edgar .opencode/skills/sec-edgar && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "sec-edgar" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sec-edgar into .opencode/skills/sec-edgar/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-edgar", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: sec-edgar
GitHub stars: 35k
Token cost: ~1.4k tokens
SKILL.md length: 630 words
Files: 6 (incl. scripts, references)
Skills in repo: 89
Repo updated: Oct 8, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.

Looking up the most recent 10-K or 10-Q filings for a ticker
SKILL.md covers Overview, Quick Start, Parameter & Format Notes and Reference Docs, plus 2 more sections
Runs Python scripts from its folder
Pulling a revenue or other us-gaap series from XBRL company facts

What it does

The skill covers the free, no-key SEC EDGAR endpoints for U.S. reporting companies: a ticker-to-CIK directory, a recent-filings index and the XBRL company facts a firm has reported. The preferred path is the read-only, throttled `get_sec_filings` tool, which takes a ticker, an optional form type and limit, and an optional metric such as Revenues, and returns strict JSON.

When the tool does not expose what you need, such as a company address or every unit of a concept, the `sec_edgar_client` functions `cik_for`, `get_submissions` and `get_company_facts` return raw JSON, and a runnable example script is included. Requests are throttled and carry a contact User-Agent because EDGAR limits by IP. Coverage is United States only, so other markets go to other data skills, and a separate `edgar-sec-filings` skill handles how to read the filings.

When your agent uses it

Looking up the most recent 10-K or 10-Q filings for a ticker
Pulling a revenue or other us-gaap series from XBRL company facts
Getting the primary-document URL for a specific filing
Resolving a ticker symbol to its CIK

Example prompts

“List Apple's last five 10-K filings with links to the main documents.”
“Pull the last eight Revenues values for MSFT from SEC company facts.”
“What is the CIK for NVDA and which 8-K filings came out recently?”

Requirements

Network access to SEC EDGAR
Python for the `sec_edgar_client` functions

What it can do on your machine

Read from SKILL.md and the folder at commit e532650. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 1 file in scripts/ (Python), which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

SEC EDGAR Filings Fetcher loads about 1.4k tokens when it runs, and up to ~4.6k if it reads all its reference files. Until then it costs about 79 tokens; SKILL.md has 630 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~79
When it runs · the whole SKILL.md, loaded when a task matches: ~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~4.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from HKUDS/Vibe-Trading at commit e532650, republished under its MIT licence (© HKUDS). 630 words, ~1,416 tokens.

Download SKILL.mdSave it as .claude/skills/sec-edgar/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.

name: sec-edgar
description: U.S. SEC EDGAR fetch interface — resolve a ticker to its CIK, list recent filings (10-K / 10-Q / 8-K and friends) with primary-document URLs, and pull XBRL companyfacts financial series. Free, no API key; rate-limited by IP so every request is throttled and carries a contact User-Agent. United States only.
category: data-source

SEC EDGAR

Overview

The U.S. Securities and Exchange Commission (SEC) publishes free, no-auth JSON endpoints for every reporting company on its EDGAR system: a ticker-to-CIK directory, a recent-filings index, and the full set of XBRL ("companyfacts") financial concepts a company has reported. This skill documents how Vibe-Trading fetches that data through the bundled sec_edgar_client transport and the get_sec_filings agent tool.

This is the fetch skill — it covers how to get filing-index rows, document URLs, and us-gaap metric series out of EDGAR. The separate edgar-sec-filings skill is the methodology layer (how to read a 10-K, score insider activity, interpret 8-K items); for any actual data retrieval it delegates here.

Scope is the United States only. EDGAR has no coverage of A-shares, HK, or other non-U.S. markets — route those through tushare / yfinance / akshare instead.

Link convention: every link below that points into references/ is written relative to this document (references/...) — the form GitHub resolves when someone opens the file in a browser. The read_file tool resolves the same string against the skill that owns it, so the agent and a human reader reach one file. Keep the relative form when adding new docs, and keep reference paths unique across skills: a path two skills both carry is reported as ambiguous rather than guessed.

Quick Start

Preferred path — the get_sec_filings tool (read-only, throttled, returns strict JSON):

json

{ "ticker": "AAPL", "form": "10-K", "limit": 5 }

json

{ "ticker": "MSFT", "metric": "Revenues", "limit": 8 }

The tool resolves the ticker to a CIK, fetches the filing index (optionally filtered by form), and — when metric is set — also pulls the XBRL series for that us-gaap concept. See sec-edgar/references/get_sec_filings_tool.md for the full parameter and envelope contract.

Script path — call the sec_edgar_client transport directly when you need raw JSON the tool does not surface (e.g. company address, all units of a concept):

python

from backtest.loaders.sec_edgar_client import cik_for, get_submissions, get_company_facts

cik = cik_for("AAPL")            # "0000320193", or None if not in the SEC table
submissions = get_submissions(cik)   # recent-filings index + company metadata
facts = get_company_facts(cik)       # all reported XBRL concepts

A runnable end-to-end example lives at sec-edgar/scripts/sec_filings_example.py.

Parameter & Format Notes

Ticker: U.S. equity symbol, case-insensitive (AAPL, msft). Resolved to a CIK via the SEC company-tickers table; an unlisted ticker returns an error envelope (tool) or None (cik_for).
CIK: the SEC Central Index Key, normalized to a zero-padded 10-digit string (320193 → "0000320193"). The submissions and companyfacts endpoints require the padded form; document URLs use the un-padded form.
Form: SEC form type, case-insensitive (10-K, 10-Q, 8-K, DEF 14A, 4). Omit to return all recent forms.
Metric: an XBRL us-gaap concept name (Revenues, NetIncomeLoss, Assets, StockholdersEquity). Case-sensitive — these are exact taxonomy element names.
Dates: SEC returns ISO YYYY-MM-DD strings (e.g. 2023-09-30).
Return shape: the tool returns a JSON-string envelope; the client returns decoded JSON (dict).

Show full SKILL.md (221 more words)Show less

Reference Docs

sec_edgar_client transport — cik_for, get_submissions, get_company_facts, CIK padding, throttle bucket, contact User-Agent.
get_sec_filings tool — parameters, success/error envelope, filings[] and metric field shapes.
Endpoints & rate limits — the three public endpoints, secid/CIK rules, fair-access policy, env overrides.
Common forms & XBRL concepts — frequently used form types and us-gaap concept names.

Scripts

End-to-end fetch example — ticker → CIK → recent 10-Ks → a metric series, using the bundled client.

Notes

Free, no API key: EDGAR is public. The only requirement is a descriptive User-Agent carrying a contact address; the client ships a compliant default and honors the VIBE_TRADING_SEC_UA override.
Rate-limited by IP: the SEC throttles per source IP and temporarily blocks clients that burst without a contact UA. Every request routes through the shared backtest.loaders._http throttle under the "sec" host bucket (≈0.12s spacing floor, overridable via VIBE_TRADING_SEC_MIN_INTERVAL). Do not bypass the client with raw requests loops.
United States only: a non-U.S. symbol will not resolve to a CIK.
Transport, not a backtest loader: sec_edgar_client is a thin REST client, not a DataLoaderProtocol. There is no source: "sec_edgar" backtest mode — EDGAR feeds the get_sec_filings tool, not the bar-loading layer.
Reporting lag: filings appear after the company submits; XBRL companyfacts trail the filing. Insider (Form 4) and 13F latency caveats are covered in the edgar-sec-filings methodology skill.
Research only: this data supports research and does not constitute investment advice.

Files

SKILL.md and 5 other files (scripts, references) in agent/src/skills/sec-edgar of HKUDS/Vibe-Trading.

SKILL.md
references/endpoints_and_limits.md
references/forms_and_concepts.md
references/get_sec_filings_tool.md
references/sec_edgar_client.md
scripts/sec_filings_example.py

Open the folder on GitHubat commit e532650

Compare with similar skills

SEC EDGAR Filings Fetcher next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

SEC EDGAR Filings Fetcher compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
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US Market Data ToolkitGeeksfino/finskills	283	—	~1.2k	Automated safety check: Pass	Apache-2.0	7 mo ago
A-Share Daily Reviewqusong0627/QuantMind	1.7k	—	~1.9k	Automated safety check: Pass	AGPL-3.0	today
Financial Researchfirecrawl/web-agent	1.2k	—	~1.1k	Automated safety check: Pass	MIT	5 mo ago
Senpi Market PulseSenpi-ai/senpi-skills	134	—	~4.3k	Automated safety check: Pass	Apache-2.0	today
Stock Deep Analysis Workflowwbh604/UZI-Skill	7.1k	—	~9.1k	Automated safety check: Notes	MIT	1 mo ago

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Questions about SEC EDGAR Filings Fetcher

What does SEC EDGAR Filings Fetcher do?

Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series. S. reporting companies: a ticker-to-CIK directory, a recent-filings index and the XBRL company facts a firm has reported.

When should I use SEC EDGAR Filings Fetcher?

SEC EDGAR Filings Fetcher fits situations like: looking up the most recent 10-K or 10-Q filings for a ticker; pulling a revenue or other us-gaap series from XBRL company facts; getting the primary-document URL for a specific filing; resolving a ticker symbol to its CIK.

How do I install SEC EDGAR Filings Fetcher in Claude Code?

Run `npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a claude-code`. Or copy the skill folder (agent/src/skills/sec-edgar in HKUDS/Vibe-Trading) into .claude/skills/sec-edgar in your project. Claude Code loads it when a task matches its description.

How do I install SEC EDGAR Filings Fetcher in Codex?

Run `npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a codex`. Or copy the skill folder (agent/src/skills/sec-edgar in HKUDS/Vibe-Trading) into .agents/skills/sec-edgar in your project. Codex loads it when a task matches its description.

Can I use SEC EDGAR Filings Fetcher in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add HKUDS/Vibe-Trading --skill sec-edgar -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-edgar, .gemini/skills/sec-edgar, .github/skills/sec-edgar and .opencode/skills/sec-edgar in your project.

What does SEC EDGAR Filings Fetcher need to run?

Going by SKILL.md and its folder, SEC EDGAR Filings Fetcher needs Python for the scripts in its folder. Our summary lists: Network access to SEC EDGAR; Python for the `sec_edgar_client` functions.

Does SEC EDGAR Filings Fetcher access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is SEC EDGAR Filings Fetcher safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does SEC EDGAR Filings Fetcher use?

SEC EDGAR Filings Fetcher is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does SEC EDGAR Filings Fetcher use?

About 1.4k tokens (SKILL.md is roughly 5.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.2k tokens, read only when the agent opens those files.

What are the alternatives to SEC EDGAR Filings Fetcher?

Skills that share tags, products or a category with SEC EDGAR Filings Fetcher: US Market Data Toolkit (Geeksfino/finskills, 283 stars), A-Share Daily Review (qusong0627/QuantMind, 1.7k stars), Financial Research (firecrawl/web-agent, 1.2k stars) and Senpi Market Pulse (Senpi-ai/senpi-skills, 134 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains SEC EDGAR Filings Fetcher?

HKUDS (a GitHub organization) maintains it in HKUDS/Vibe-Trading, which has 35,043 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 8, 2026.

Source: HKUDS/Vibe-Trading on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

SEC EDGAR Filings Fetcher

Install SEC EDGAR Filings Fetcher

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

SEC EDGAR

Overview

Quick Start

Parameter & Format Notes

Reference Docs

Scripts

Notes

Files

Compare with similar skills

Similar skills

US Market Data Toolkit

A-Share Daily Review

Financial Research

Senpi Market Pulse

Stock Deep Analysis Workflow

Supply Chain Bottleneck Hunter

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Questions about SEC EDGAR Filings Fetcher

Install SEC EDGAR Filings Fetcher

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

SEC EDGAR

Overview

Quick Start

Parameter & Format Notes

Reference Docs

Scripts

Notes

Files

Compare with similar skills

Similar skills

More from HKUDS/Vibe-Trading

Related

Questions about SEC EDGAR Filings Fetcher