8-K summaries with Pydantic AI
Use Pydantic-AI and Edgartools to extract information and create company news summaries from company 8-K filings
Dwight Gunning
Quick easy access to 8-K filings
This article will guide you through the process of efficiently retrieving and analyzing 8-K filings using the powerful edgartools Python library. By the end of this guide, you'll be able to programmatically access, filter, view, and download these critical SEC documents with ease.
Filing XBRL
edgartools lets you extract XBRL data including balance sheet, cash flow and income statements from SEC filings.
AI-generated financial datasets
financial-datasets is an open-source Python library that simplifies the process of generating realistic question & answer financial datasets using Large Language Models (LLMs).
Finding funds in edgartools
This article shows you an easy way to find Mutual funds with edgartools. You can find a fund by ticker, class or contract id, or series id
Researching insider stock sales - Part 2
We use edgartools to find research insider trades for a company by viewing their Form4 filings
Researching insider stock sales - Part 1
When researching a company and its management you often want to see how insiders are compensated in company stock, and how they are trading that stock. For this research we can view a company's SEC filings using edgartools - a python library built for query and viewing Edgar
Easy access to Edgar filings
So I built this new library called edgartools for working with SEC Edgar filings. You can use it to download listing of filings, or download single filings. It also parses XML, XBRL and JSON for you so you can work with filings as structured data with tools like pandas and