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kunagent / sec-edgar

Retrieve and analyze public SEC filings, company facts, XBRL data, and filing metadata.

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SKILL.md
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SEC EDGAR

Copyright (c) 2026 KunAgent. Licensed under the MIT License.

Purpose

Retrieve and analyze public SEC filings, company facts, XBRL data, and filing metadata.

Tool routing

Tool or skillUse
web_fetchFetch public SEC filing pages, submissions JSON, or company facts.
browser_useInspect EDGAR search and filing pages interactively.
render_chartPresent filing-derived trends from verified values.

Workflow

  1. Resolve the registrant by CIK and verify ticker or name aliases.
  2. Select filing form, period, accession, and amendment status.
  3. Fetch the primary filing or public SEC structured data.
  4. Normalize units and taxonomy concepts carefully.
  5. Cite form, filing date, period, accession number, and SEC URL.

Completion gates

  • Check amended filings and restatements.
  • Reconcile extracted values to the filing tables and scale.
  • Separate company disclosure from analyst interpretation.

Boundaries

  • Do not use scraped summaries as substitutes for material filing evidence.
  • Do not present filing analysis as personalized investment advice.

Delivery

Lead with the outcome, name the evidence used for verification, and disclose any real limitation that remains.