OCTOBER 14, 2024

EDGAR Integration: Pull SEC Filings Directly into Your Models

No more manual downloads from SEC.gov—just prompt "pull the last three 10-Ks" and Shortcut fetches, parses, and analyzes public company data automatically

Nico Christie

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Nico Christie

EDGAR Integration: Pull SEC Filings Directly into Your Models

Analyzing public companies means hours on SEC.gov downloading 10-Ks and 10-Qs, then manually transcribing data into Excel. Wall Street analysts spend their weekends doing this grunt work instead of actual analysis.

Shortcut's EDGAR integration eliminates this entirely. Prompt "pull Adobe's last three 10-Ks" and Shortcut handles the rest—fetching filings, parsing financial statements, and populating your model with SEC data.

How EDGAR Integration Works

5-Step Automated Process

  1. Identifies the company's CIK (Central Index Key) automatically
  2. Fetches the requested filings from EDGAR
  3. Uses our specialized PDF parsing technology to extract financial data
  4. Structures the data according to your model format
  5. Populates your spreadsheet with properly formatted financials

All of this happens in seconds, triggered by a simple natural language prompt.

Example Prompts

Building Models from Scratch

"Build a DCF model for Salesforce using their last 10-K"

Updating Existing Models

"Update my Microsoft model with Q3 2024 10-Q results"

Comparative Analysis

"Compare revenue growth and margin trends for Snowflake, Databricks, and MongoDB over the last 3 years"

🎯 Data Quality & Verification

All data pulled from EDGAR is directly from official SEC filings—no third-party data providers, no delayed feeds. You're analyzing the same source documents that institutional investors use.

Shortcut includes source citations showing exactly which filing and page number data came from. Verify any number by clicking through to the original filing.

Ready to automate SEC data extraction?

Try EDGAR Integration Free