Open Net Worth
Open Net Worth is an open-source personal AI wealth assistant you run yourself: one ledger for your whole financial life, worked by an AI agent you control.
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Read and analyze SEC EDGAR filings in Python. 10-K, 8-K, XBRL financials, Form 3/4/5, 13F, ADV — clean API, well-typed, MIT-licensed.
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Read the full README ↗EdgarTools is a Python library for SEC EDGAR filings as structured data: financial statements, insider trades, fund holdings, proxy statements and dozens of other filing types, through one consistent Python API. SEC publishes every filing since 1994 for free, and almost none of it is ready to use; EdgarTools turns a filing into a typed Python object. Free and open source, MIT-licensed.
Docs · Cheat sheet · Agents: Skill · MCP server · Hosted: edgar.tools
EdgarTools 6.0 needs Python 3.11 or newer and renames or removes some 5.x APIs. Read Upgrading to 6.0 before you upgrade, and Upgrading to 6.1 for what changed since.
1. Install. The package is edgartools; the module you import is edgar. Python 3.11+.
uv add edgartools # or: pip install edgartools
2. Identify yourself to the SEC. EDGAR requires a contact email on every request. There is no key, signup or rate-limit tier.
from edgar import Company, set_identity
set_identity("[email protected]")
3. Get data.
# Five fiscal years of standardized income statement, from XBRL
Company("NVDA").income_statement(periods=5)
#> Total Revenue $215.9B $130.5B $60.9B
data.sec.gov gives you JSON facts and filing indexes. Everything past that is your code. EdgarTools does that part:
It runs in your own process, MIT-licensed, with no API key and no vendor quota; SEC's fair-access limit of 10 requests a second still applies, and EdgarTools keeps to it.
Search the text of every filing since 2001, not just form types and dates.
from edgar import search_filings
# Every 10-K filed since 2025 that mentions tariffs
results = search_filings("tariff", forms="10-K", start_date="2025-01-01")
hit = results[0]
hit.accession_number, hit.form, hit.filed, hit.company # a hit's fields; filed is the filing date
hit.get_filing() # the Filing behind a hit, ready for .obj() or .markdown()
# Structured: 8-Ks that reported a cybersecurity incident (Item 1.05) in 2025
search_filings(forms="8-K", items="1.05", start_date="2025-01-01", end_date="2025-12-31")
#> 19 total
Company("MSFT").income_statement(periods=10) # also .balance_sheet() and .cash_flow_statement()
Pick rows by their standardized label, never by position: the first row of an income statement is not always total revenue.
import pandas as pd
revenue = {
ticker: Company(ticker).income_statement(periods=3, as_dataframe=True)
.set_index("label").filter(like="FY").loc["Total Revenue"] / 1e9
for ticker in ["JPM", "PFE", "CAT"]
}
pd.DataFrame(revenue).round(1) # $ billions
#> FY 2025 182.4 62.6 67.6
nvda = Company("NVDA")
nvda.get_ttm_revenue() # the last four quarters, summed
nvda.income_statement(period="quarterly", periods=8) # discrete quarters; Q4 is derived from the 10-K
filing = Company("NVDA").latest("10-K")
filing.markdown() # the whole filing as markdown
tenk = filing.obj()
tenk.risk_factors # Item 1A as text
tenk["Item 1C"] # any Item by number
from edgar import find, get_current_filings, get_filings
get_filings(2025, 4, form="10-K") # every 10-K filed in Q4 2025
get_current_filings() # the live feed, as SEC posts it
find("0000320193-25-000079") # an accession number, CIK or ticker
thirteenf = Company("BRK.A").get_filings(form="13F-HR").latest().obj()
thirteenf.holdings # one row per security: Issuer, Cusip, Ticker, SharesPrnAmount, Value, ...
Institutional Holdings guide →
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