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SEC Finance

该Skill通过Python脚本查询SEC EDGAR与XBRL companyfacts，支持公司名、别名或代码解析CIK，按年度或季度提取营收、净利润、EPS等财务指标，并以表格或JSON输出；不负责下载IR年报PDF。

wangwllu
wangwllu
热度 52.49
最近更新 2026-05-11 17:34:59
分类：数据依赖：代码执行 / 读写文件 / 第三方 API应用场景：财务 / 数据处理 / 研究 / 报告撰写

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add sec-finance
Metadata
name
sec-finance
description
Fetch structured financial data and filing metadata from SEC EDGAR and SEC XBRL companyfacts for US-listed companies, especially Chinese issuers. Use when the task is quarterly/annual financial analysis, CIK resolution, filing lookup, or extracting metrics such as revenue, net income, and EPS from SEC data. Do not use for downloading static IR PDFs; use ir-pdf-downloader for document discovery/download.

SEC Finance

Use this skill for structured SEC data, not IR document downloading.

Scope

  • Resolve company name / alias / ticker to CIK
  • Fetch SEC XBRL companyfacts
  • Extract key metrics such as revenue, net income, EPS
  • Normalize annual vs quarterly periods

Do not use this skill for

  • Downloading annual report PDFs from IR sites
  • Cloudflare/IR-site document fetching
  • Generic PDF discovery workflows

Use ir-pdf-downloader for those.

Core commands

# Resolve a company and fetch recent financials
python3 scripts/sec_finance.py --search JD.com

# Query by known CIK
python3 scripts/sec_finance.py --cik 0001549802 --period quarterly

# JSON output for downstream processing
python3 scripts/sec_finance.py --search Alibaba --period annual --output json

Workflow

  1. If the user needs revenue / profit / EPS / structured filings, use this skill.
  2. Resolve CIK via shared issuer data first; fall back to SEC lookup when needed.
  3. Pull companyfacts from data.sec.gov.
  4. Return structured results in table or JSON form.
  5. If the user instead needs the original PDF document, stop and switch to ir-pdf-downloader.

Notes

  • Issuer aliases and validated CIK hints live in references/issuers.json.
  • Prefer secure HTTPS by default; only fall back on relaxed SSL handling for endpoint compatibility.
  • Keep this skill focused on SEC data retrieval and normalization.