Skip to content

v5.17.0

Choose a tag to compare

View all tags
@dgunning dgunning released this 24 Feb 11:24
· 1088 commits to main since this release
v5.17.0
94fca8a

What's Changed

Added

  • MCP filing support for Foreign Private Issuers (FPI) — The edgar_filing MCP tool now handles 20-F and 6-K filings with IFRS concept mappings, enabling financial analysis of international filers (#660)

  • New MCP tools — Major expansion of the MCP tool surface:

    • edgar_text_search — full-text search across SEC filings
    • edgar_screen — company screening with output schemas and prompts
    • edgar_monitor — monitor filings activity
    • edgar_trends — analyze filing trends over time
    • portfolio_diff — compare portfolio holdings across periods
    • Enriched company profile and compare metrics in existing tools

  • view parameter for StitchedStatement and MultiFinancials — Dimensional filtering now available when working with stitched (multi-period) statements, matching the single-statement API

  • search_filings() library API — Extracted from MCP tool into a standalone library function for programmatic full-text filing search

  • DEF 14A documentation — New guide on accessing board and director data from proxy statements

Fixed

  • MTD balance sheet resolution — Fixed validation of standard-name matches across all cascade steps so that essential concepts like Assets and Liabilities are correctly resolved for companies like MetLife (GH #659)

  • STZ income statement — Fixed resolution when ComprehensiveIncome fallback is filtered out during cascade

  • DIS cash flow stitching — Fixed stitching when companies switch between aggregate and continuing-operations concepts across periods (#646)

  • RenderedStatement serialization — Fixed pickle and JSON serialization bugs

  • MCP entry point — Fixed the edgartools-mcp entry point configuration

Documentation

  • SEO pillar page: Complete Guide to SEC Filings in Python
  • Reusable code snippet library with 7 tested examples
  • Updated docs for view parameter on stitched statements
  • Additional contextual and external links throughout documentation
  • Repositioned MCP docs for deployment use cases beyond Claude Desktop

Full Changelog: v5.16.3...v5.17.0

Assets 2
Loading