bdc-xbrl-extraction

Features and purpose

Extract Schedule of Investments data from BDC 10-K/10-Q filings using XBRL taxonomy. Covers BOTH debt investments (senior secured loans, subordinated debt, etc.) AND equity investments (common stock, preferred, warrants, LLC units). Extracts from SEC Reg S-X Schedules 12-12 (unaffiliated) and 12-13 (affiliated). Use when extracting portfolio holdings, investment positions, fair values, loan data, or company-level data from Business Development Company SEC filings. Triggers on: BDC portfolio extraction, Schedule of Investments parsing, investment company holdings analysis, private credit portfolio data, loan book analysis.

Quick start

Follow the repository instructions for this skill and your agent. Review the files and dependencies before adding it to your workflow.