Prerequisites
- Python 3.7+
- A Financial Datasets API key (sign up here)
- The
requestslibrary (pip install requests)
Step 1: Set Up Authentication
Step 2: Search Filings by Ticker
Use the Filings API to find SEC filings for any US public company.Step 3: Extract Specific Filing Sections
The real power is in extracting specific items from filings. Use the Filing Items API to pull individual sections without parsing the full document.Common Filing Items
Here are the most commonly requested sections from 10-K filings:| Item | Section |
|---|---|
| 1 | Business Overview |
| 1A | Risk Factors |
| 7 | Management’s Discussion and Analysis (MD&A) |
| 7A | Quantitative and Qualitative Disclosures About Market Risk |
| 8 | Financial Statements and Supplementary Data |
Step 4: Filter by Date Range
Narrow your search to a specific time period:Step 5: Search by CIK Number
If you have an SEC CIK number instead of a ticker, you can use that as well:Next Steps
- Filings API Reference — full parameter documentation
- Filing Items API Reference — all available item types
- Financial Statements Guide — get the structured numbers from these filings
- Company Facts API — get company metadata and identifiers