bdc-xbrl-extraction
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.
Installation and usage
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.
Once installed, you can use this skill by running the following command in your terminal:
skills use bdc-xbrl-extraction