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Barrios88Barrios88/barrios-skills/skills/research-tools/sec-edgar/SKILL.md

sec-edgar

Skill63 starsChanged 5 months agoMITView on GitHub

Pull SEC EDGAR filings, XBRL financials, and Form 3/4/5 insider trades for accounting and finance research. Prefer the SEC EDGAR MCP for live lookups; use WRDS for panel Compustat/CRSP merges. Enforces CIK discipline, User-Agent rules, and sample inspection before claiming results.

2 other projects use a version of this.

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The file

We split this skill into the rules it gives an agent

4 rules. About 0 are common, 4 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈4

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Use Stefano Amorelli's sec-edgar-mcp (built on edgartools) when the agent needs live filings.

    line 12
  2. Distinctive:

    Prefer MCP tools over ad-hoc scraping when the server is registered

    line 18
  3. Distinctive:

    Before asserting that a filing pull "worked":

    line 28
  4. Distinctive:

    Prefer XBRL-parsed balance sheet / income / cash flow from MCP

    line 55

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Barrios Skills — John Barrios's curated workflow for economists and accountants. Prioritize reproducible empirical work, clear identification language, and journal-ready output.

SEC EDGAR MCP (recommended for AI agents)

Use Stefano Amorelli's sec-edgar-mcp (built on edgartools) when the agent needs live filings.

Before querying EDGAR, the user must:

  1. Follow install/sec-edgar-mcp.md
  2. Set a real User-Agent: SEC_EDGAR_USER_AGENT="Name (email@institution.edu)" (SEC fair-access requirement)
  3. Prefer MCP tools over ad-hoc scraping when the server is registered

When to use WRDS instead: Compustat fundamentals panels, CRSP returns, CCM links, ExecuComp, ISS, TRACE/TAQ — use the wrds skill + wrds-mcp. EDGAR is for filing text, XBRL facts, 8-K events, and public insider Forms 3/4/5 when you do not need WRDS panel infrastructure.

SEC EDGAR for accounting & finance research

Iron law: no claim without sample inspection

Before asserting that a filing pull "worked":

  1. IDENTIFY the firm (CIK or ticker → CIK) and form type
  2. VALIDATE the accession / period you intended
  3. EXECUTE the pull
  4. INSPECT a sample (company name, filing date, section heading, one numeric fact)
  5. CITE the EDGAR URL in notes so numbers are auditable

Rationalization table — stop if you think

ExcuseRealityDo instead
"Ticker is enough"Tickers recycle; CIK is stableResolve CIK first, store it
"XBRL equals Compustat"Tag coverage and restatements differDocument source; reconcile if both used
"I'll scrape HTML tables"Layout breaks; XBRL/MCP is stablerPrefer XBRL facts or MCP financials tools
"Form 4 = Insider Trading database"Public EDGAR ≠ cleaned WRDS panelsUse WRDS for research panels when available

Typical workflows

1. Company → filings

  • Resolve CIK from name or ticker
  • List recent 10-K / 10-Q / 8-K with filing dates
  • Extract a section (e.g. Item 1A, MD&A) only when needed — avoid dumping full HTML into context

2. Financial statement facts

  • Prefer XBRL-parsed balance sheet / income / cash flow from MCP
  • Record units, scale, and period end
  • Flag: never invent a ratio; compute from retrieved facts and show the formula

3. Insider trades (Form 3/4/5)

  • Pull transactions for a CIK and date window
  • Note: open-market vs award/grant; role of reporting person
  • For large-sample insider studies, prefer WRDS/Thomson when the user has access

Accounting / finance research notes

  • Identification language: filing date ≠ event date for some 8-Ks; use the relevant timestamp the paper needs
  • Restatements: XBRL history can change; pin accession numbers in replication folders
  • Fair access: respect SEC rate limits; never share another researcher's User-Agent email
  • Replication: save accession numbers + URLs alongside any extracted table

Output checklist

  • CIK recorded
  • Form type and accession (or filing URL) recorded
  • Sample row/section inspected
  • WRDS vs EDGAR choice justified if both could apply

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