---
name: sec-edgar-pipeline-bda90822bab1
description: "SEC EDGAR extraction pipeline: setup, filing discovery by CIK, recipe-driven extraction, and report generation."
version: 1.0.0
category: universal
author: Claude MPM Team
license: MIT
progressive_disclosure:
  entry_point:
    summary: "EDGAR pipeline: configure keys + user-agent, find filings by CIK, extract data via recipes/scripts, and export CSV/JSON reports."
    when_to_use: "Building SEC EDGAR extraction flows, running edgar-analyzer CLI, or generating compensation/filing reports from DEF 14A and related filings."
    quick_start: "1. edgar-analyzer setup 2. edgar-analyzer analyze-project projects/<name> 3. edgar-analyzer generate-code 4. edgar-analyzer run-extraction"
tags:
  - sec
  - edgar
  - filings
  - cik
  - def14a
  - extraction
---

# SEC EDGAR Pipeline

## Overview

This pipeline is centered on `edgar-analyzer` and the EDGAR data sources. The core loop is: configure credentials, create a project with examples, analyze patterns, generate code, run extraction, and export reports.

## Setup (Keys + User Agent)

Use the setup wizard to configure required keys:

```bash
python -m edgar_analyzer setup
# or
edgar-analyzer setup
```

Required entries:

- `OPENROUTER_API_KEY`
- (Optional) `JINA_API_KEY`
- `EDGAR` user agent string ("Name email@example.com")

## End-to-End CLI Workflow

```bash
# 1. Create project
edgar-analyzer project create my_project --template minimal

# 2. Add examples + project.yaml
# projects/my_project/examples/*.json

# 3. Analyze examples
edgar-analyzer analyze-project projects/my_project

# 4. Generate extraction code
edgar-analyzer generate-code projects/my_project

# 5. Run extraction
edgar-analyzer run-extraction projects/my_project --output-format csv
```

Outputs land in `projects/<name>/output/`.

## EDGAR-Specific Conventions

- **CIK** values are 10-digit, zero-padded (e.g., `0000320193`).
- **Rate limit**: SEC API allows 10 requests/sec. Scripts use ~0.11s delays.
- **User agent** is mandatory; include name + email.

## Scripted Example (Apple DEF 14A)

`edgar/scripts/fetch_apple_def14a.py` shows the direct flow:

1. Fetch latest DEF 14A metadata
2. Download HTML
3. Parse Summary Compensation Table (SCT)
4. Save raw HTML + extracted JSON + ground truth

## Recipe-Driven Extraction

`edgar/recipes/sct_extraction/config.yaml` defines a multi-step pipeline:

- Fetch DEF 14A filings by company list
- Extract SCT tables with `SCTAdapter`
- Validate with `sct_validator`
- Write results to `output/sct`

## Report Generation

`edgar/scripts/create_csv_reports.py` converts JSON results into:

- `executive_compensation_<timestamp>.csv`
- `top_25_executives_<timestamp>.csv`
- `company_summary_<timestamp>.csv`

## Troubleshooting

- **No filings found**: confirm CIK formatting and filing type (DEF 14A vs DEF 14A/A).
- **API errors**: slow down requests and confirm user-agent is set.
- **Extraction errors**: regenerate code or use manual ground truth in POC scripts.

## Related Skills

- `universal/data/reporting-pipelines`
- `toolchains/python/testing/pytest`


---
Source attribution: julio211916
Original project: https://github.com/julio211916/TlantiCAD-Studio-V0.1-alpha/blob/590aa4fe05d1ec71a02ee9cc76c9a20508b5bcea/skills/ju/skills/sec-edgar-pipeline/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: julio211916
Original project: https://github.com/julio211916/TlantiCAD-Studio-V0.1-alpha/blob/590aa4fe05d1ec71a02ee9cc76c9a20508b5bcea/skills/ju/skills/sec-edgar-pipeline/SKILL.md
Attribution basis: Source repository record

Fields of work: Data & Analytics, Finance & Accounting, Product Management, Sales
Roles: Business Development, Data Analyst, Financial Analyst, Market Research Analyst, Product Manager
Specialties: API, Database
Tools: Edgar Analyzer
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: aa41bd1f49545662147da71854da5af45e8aa66a1b4874968af14bfb704a272d