SEC Data Pull Forms 10K, 10Q, 8K and others fillings for companies and stocks - Finance

SEC-AI 技能

40+ SEC filing 工具s. 访问 10-K, 10-Q, 8-K, 13D/G beneficial ownership, insider transactions, company XBRL facts, and institutional holdings.

Github Open-Source

Please star Github if you like the 技能.

Also avAIlable for Open网页UI.

https://github.com/lkcAIr/sec-finance-AI

设置up

运行 from the 技能 directory:

python3 -m venv .venv .venv/bin/python3 -m pip 安装 -r requirements.txt

Windows: use .venv\Scripts\python3 instead of .venv/bin/python3.

AGNOSTIC OS / One-shot De签名 ( Goals ) This 技能 is de签名ed to be agnostic to OS and execution 环境. It loads only essential 上下文 on first use and uses a single-shot interaction pattern for reliability. Basic usage pattern provided and All Functions 列出 in 技能.md body. Quotation / Command Execution Reliability (common pitfall) If a command invocation uses complex shell quoting, it may fAIl in various 环境s. Use a here-doc style or a tiny 辅助工具 script to avoid escAPIng issues. Crucially, ensure you are executing Python scripts using the 解释器 from the 技能's virtual 环境. Simply calling python3 might not use the correct 解释器 if the venv is not activated, leading to 模块NotFoundError. Always use the full path to the venv's Python 解释器 for execution, e.g.: /home/OpenClaw/.OpenClaw/venv/sec-finance-AI/bin/python3 Ensure that all necessary packages (like pandas, pydantic, 请求s, beautifulsoup4) are 安装ed within this specific venv using its associated pip command. 代理 Quick-启动

After 设置up, copy the template below into your 代理's 工具S.md.

Replace 技能_DIR with the absolute path to this 技能's directory.

# SEC-AI 技能

Usage

cd 技能_DIR && 技能_DIR/.venv/bin/python3 -c "
导入 a同步io, sys
sys.path.insert(0, '.')
from sec_finance_AI 导入 工具s
t = 工具s()
a同步 def mAIn():
    结果 = awAIt t.METHOD(ARGS)
    print(结果)
a同步io.运行(mAIn())
" 2>/dev/null

Replace METHOD(ARGS) with any call below.

Common Calls

Routing

• "获取 10-K" → 获取_latest_10k
• "获取 10-Q" → 获取_latest_10q
• "获取 8-K" → 获取_recent_8k_filings
• "Beneficial ownership" → 获取_beneficial_ownership
• "Insider trading" → 获取_insider_transactions
• "Financials/Facts" → 获取_company_facts
• "搜索 SEC" → 搜索_filings

All Functions

By Categories:

Filing 访问: 获取_company_filings, 获取_latest_10k, 获取_latest_10q, 获取_recent_8k_filings, analyze_8k_filing, 获取_proxy_状态ments Ownership/Insider: 获取_insider_transactions, 获取_beneficial_ownership Financial Facts: 获取_company_facts, 获取_company_concept, 获取_avAIlable_指标 Content Retrieval: 获取_filing_content 实用工具: 搜索_filings, 获取_recent_ipos, 获取_sec_API_状态, 运行_self_test, 获取_avAIlable_functions Notes Data directly from official SEC EDGAR database. All functions are a同步 — the a同步io.运行() wr应用er handles this. Remember to 更新 SEC_HEADERS in sec_finance_AI.py with your User-代理 信息.