From financial-research
Analyze company fundamentals, financial statements, and insider transactions from SEC filings. Use when the user wants to research a company's financials, check insider trading activity, or review regulatory filings.
How this skill is triggered — by the user, by Claude, or both
Slash command
/financial-research:company-filingsThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Look up company financials, SEC filings, and insider transactions. All data comes from SEC EDGAR -- free, no API key, just needs a `User-Agent` header.
Look up company financials, SEC filings, and insider transactions. All data comes from SEC EDGAR -- free, no API key, just needs a User-Agent header.
# Apple's revenue over the last 5 years
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json" | jq '[.facts["us-gaap"].RevenueFromContractWithCustomerExcludingAssessedTax.units.USD[] | select(.form == "10-K") | {end, val}] | sort_by(.end) | .[-5:]'
Pull structured financial data (revenue, net income, EPS, assets, debt) from 10-K and 10-Q filings:
# Net income history (annual)
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json" | jq '[.facts["us-gaap"].NetIncomeLoss.units.USD[] | select(.form == "10-K") | {end, val}] | sort_by(.end) | .[-5:]'
Replace the CIK and XBRL concept as needed. See references/xbrl-concepts.md for common financial concepts and references/common-ciks.md for major company CIKs.
To discover what data is available for a company:
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json" | jq '.facts["us-gaap"] | keys[:20]'
Look at Form 4 filings in a company's submission history:
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/submissions/CIK0000320193.json" | jq '[.filings.recent | to_entries | map(select(.key == "form" or .key == "filingDate" or .key == "primaryDocDescription")) | map(.value) | transpose[] | select(.[0] == "4") | {form: .[0], date: .[1], description: .[2]}] | .[:10]'
Get a company's filing history (10-K, 10-Q, 8-K, proxy statements, etc.):
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/submissions/CIK0000320193.json" | jq '{name, cik, tickers, filings: [.filings.recent | to_entries | map(select(.key == "form" or .key == "filingDate" or .key == "primaryDocDescription")) | map(.value[:10]) | transpose[] | {form: .[0], date: .[1], description: .[2]}]}'
Use the XBRL frames endpoint to get a single metric across all filers for a given period:
# All companies' revenue for CY2023
curl -sf -A "claude-code [email protected]" \
"https://data.sec.gov/api/xbrl/frames/us-gaap/RevenueFromContractWithCustomerExcludingAssessedTax/USD/CY2023.json" | jq '.data[:5][] | {cik, entityName, val}'
Full-text search across all SEC filings:
curl -sf -A "claude-code [email protected]" \
"https://efts.sec.gov/LATEST/search-index?q=%22artificial%20intelligence%22&dateRange=custom&startdt=2024-01-01&enddt=2024-12-31&forms=10-K" | jq '.hits.hits[:5][] | {company: ._source.display_names[0], form: ._source.form_type, date: ._source.file_date}'
"claude-code [email protected]".CIK prefix (e.g., CIK0000320193).https://www.sec.gov/cgi-bin/browse-edgar?company=COMPANY&CIK=&type=&owner=include&count=10&action=getcompanynpx claudepluginhub harche/productivity --plugin financial-researchAccess, analyze, and extract data from SEC EDGAR filings including financial statements, insider trading, and institutional holdings using Python.
Accesses and extracts structured data from SEC EDGAR filings using the edgartools Python library. Supports financial statements, XBRL data, insider trading (Form 4), institutional holdings (13F), and company screening by ticker/CIK.
Researches SEC filings, earnings calls, analyst reports, and market data for financial crimes, corporate stories, or market events.