edgar-research-core

The definitive lightweight retrieval toolkit for SEC EDGAR filings.

edgar-research-core is a strict open-core foundation focused on:

• robust SEC ingestion (fetch_filings.py, edgar_client.py)
• HTML normalization (normalize_filing.py)
• token-aware chunking (chunk_filings.py)
• hybrid retrieval (Chroma dense + SQLite FTS5 sparse + RRF)
• filing QA with citations (qa.py, sec_research.py)

Install

pip install -e .

3-Command Quickstart

pip install -r requirements.txt
python fetch_filings.py --ticker MSFT --forms 10-K
python sec_research.py --mode filing --ticker MSFT --query "What are the primary revenue drivers?" --json

Core CLI

• edgar-core-fetch
• edgar-core-normalize
• edgar-core-chunk
• edgar-core-ingest
• edgar-core-qa
• edgar-core-research

Scope

This repository is filing-only.

• Supported mode: filing
• sec_research.py is filing-only and does not include compare/rules workflows.

License

Apache-2.0