How to access SEC EDGAR filings in Google Sheets
You can use Google Scripts to build a custom macro function that queries our API and populates your Google Sheet with filings. You can also read Income Statement, Cash Flow Statements and Balance Sheets from 10-Q and 10-K filings and populate your sheet with financial data directly extracted from SEC filings.
Here is a Google Sheet showing a simple example with the macro function "AddFilings". The function sends a query to our the API, and adds the 20 most recent filings to the sheet.
https://docs.google.com/i7zvr-kV_dj
Before usage, ensure you copy this sheet into your own workspace.
Click "Tools" > "Script Editor" to open the script editor. In the file macro.gs
replace YOUR_API_KEY
with your API key. Click "File" > "Save" to save your changes. Go back to your sheet, and click "Tools" > "Macros" >"AddFillings". You have to give permission to the macro script. Important: click "Advanced", then "Accept unsafe version". Once you gave permission, you can click again on "Tools" > "Macros" > "AddFillings". You see a green confirmation bar and after a couple of seconds the most recent filings are populated into your sheet.
You can change the query inside the script editor to retrieve different filings.