Individual skill

sec-filing-puller

Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.

sec-filing-puller/SKILL.md

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Oct 20, 2026
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MIT

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# SEC Filing Puller

Analysts lose a day prompting for 10-K numbers and still distrust the result. Models get these numbers wrong in predictable ways: they mix fiscal years, blend restated and originally reported figures, confuse quarterly with YTD or TTM, and slip on units. Do not recall financials from memory and do not scrape them from websites. Run the scripts. They read SEC's structured data and attach a filing citation to every number. Spend your own effort on judgment: whether the periods line up, whether the definitions match, and what the XBRL cannot tell you.

## Setup (once)

SEC requires a declared User-Agent with contact info. Without one, requests get HTTP 403. Ask the user for their name/company and email if you don't have them, then run:

```bash
export SEC_USER_AGENT="Acme Research jane@acme.com"   # the user's own contact, never a made-up one
pip install pandas                                     # the only dependency; everything else is stdlib
```

The scripts stay under SEC's 10 requests/second limit and cache responses in `~/.cache/sec-filing-puller` (override with `SEC_CACHE_DIR`, bypass with `--refresh`). Endpoint details are in `references/edgar-api.md`.
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