SEC EDGAR XML Conversion

Job ID: 40199082

Budget: $30 – $250 USD

I have a Microsoft Excel workbook that holds company-filing data I prepare for Form 13F. I now need the entire sheet converted into a single XML file that satisfies every structural and tagging rule the SEC EDGAR system expects for a 13F upload. This means the output must load without errors in the EDGAR OnlineForms/TEST filing portal and reflect the exact schema, element order, attribute names, header information, and character-encoding standards set by the SEC.

Key deliverables
• EDGAR-compliant XML built from my spreadsheet
• Successful validation log or screenshot from the SEC test filing system
• A brief note explaining any assumptions or cell-to-tag mappings you applied

I will provide the spreadsheet immediately and can answer schema questions quickly so we stay aligned with SEC requirements.