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Integration

Automate SEC EDGAR research and filing workflows

Build agents that search EDGAR for 10-K filings, monitor rulemaking pages, extract officer and fund data, and route results to Google Sheets or email.

Integration guide

How Twin uses Sec Gov inside repeatable agent workflows

Twin treats Sec Gov as part of a larger workflow, not as an isolated connector. An agent can read the relevant records, combine them with context from other tools, decide what needs to happen next, and report the finished work back to the team.

The page below shows the practical automation patterns for Sec Gov: what the agent can monitor, which actions it can take, and how the workflow stays observable when it runs on a schedule.

Common starting points include public company monitoring, form d prospecting, fund manager identification. Each example is designed to become a reusable agent, so teams can start from a narrow job and expand it as the process matures.

Twin is most useful when sEC EDGAR's full-text search and rulemaking pages expose data that structured API endpoints don't always cover. Twin drives the browser directly, so agents can open filing pages, follow Release Number links, and read document text the same way a person would.

What you can do with Sec Gov

Real Sec Gov workflows the Twin community runs every day, ready for you to clone.

  • Search EDGAR and extract filing data

    Agents query EDGAR for filings by type—10-K, DEF 14A, N-CSR—and pull fields like revenue, net income, and risk factors.

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  • Monitor rulemaking pages for new releases

    Track NSCC or other SEC rulemaking pages, detect new Release Number links, and send email summaries of each new filing found.

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  • Identify fund portfolio managers from filings

    Given a ticker, agents search proxy statements, N-CSR reports, and SAI documents on EDGAR to surface named portfolio managers.

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  • Source Form D and pre-IPO filings

    Agents browse Form D filings to identify private placement activity, company names, officers, and raise amounts.

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  • Monitor insider buying and compliance filings

    Track Section 16 filings and other compliance documents, then write structured results to a spreadsheet for ongoing review.

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  • Push extracted SEC data to Google Sheets

    After extracting registrations, officer names, dates, or financial figures, agents write rows directly into a connected spreadsheet.

    Explore

How it works

Three steps from idea to a running Sec Gov agent.

  1. 1

    Twin logs in to Sec Gov

    Twin opens a private browser session on your behalf and authenticates to Sec Gov just like you would.

  2. 2

    Describe the workflow

    Tell Twin what you want done in Sec Gov in plain English — including any flow that has no public API.

  3. 3

    Twin runs in your browser session

    The agent operates Sec Gov step by step, handling forms, modals, and dashboards exactly as a human would.

Why Twin for Sec Gov

What makes Twin a better fit than a generic automation tool.

Browser access when the API falls short

SEC EDGAR's full-text search and rulemaking pages expose data that structured API endpoints don't always cover. Twin drives the browser directly, so agents can open filing pages, follow Release Number links, and read document text the same way a person would.

No manual copying between tools

Users who track filings regularly end up copying data by hand into spreadsheets or notes, which creates stale records and missed updates. Twin agents write extracted data to Google Sheets automatically, so the output is always current after each run.

Repeatable workflows, not one-off searches

Searching EDGAR once is easy. Running the same search weekly against new filings, deduplicating results, and routing summaries by email is the part that doesn't scale manually. Twin handles the loop.

Build with more than Sec Gov

These related integration pages give crawlers and readers another path through the automation catalog. They connect Sec Gov to nearby apps, categories, and paired workflows that teams often evaluate together.

See all integrations

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Frequently asked questions

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