Professional Documents
Culture Documents
Instructions
Instructions
31d71eb1072408f5eaf3179dbc47f0aa26486551c6cf172bb787e0bf6bd230dd
Search bar.
The user will search a company like Apple or Netflix. The user will not be able to
input a date or which filing. Only the company name or ticker. Ticker for Apple would
be AAPL and for Netflix, NFLX. The user will be shown the different kind of metrics
as demonstrated below of the last 5 years if no other specification is made.
With the code below you can see all the keys that are possible. Of course some keys
metrics are less important than others. This does not mean that some key metrics are
not needed. With the example below the search is performed with Accession_no but this
can also be htm_url
(https://www.sec.gov/Archives/edgar/data/320193/000032019320000096/aapl-20200926.htm)
The values associated with each key metrics is required to be extracted from the API.
xbrlApi =
XbrlApi("31d71eb1072408f5eaf3179dbc47f0aa26486551c6cf172bb787e0bf6bd230dd")
accession_no="0001564590-21-004599"
xbrl_json = xbrlApi.xbrl_to_json(accession_no=accession_no)
Income statement, balance sheet and cash flow will be the same for all companies and
both 10k and 10Q reports. Income statement will be shown on the Income statement tab,
Balance Sheet will be on the Balance sheet tab. Cash flow will be on the Cash Flow
tab.
Extractor API. Please view Extractor API on the API documentation. (This will be in
under the tab Corporate Disclosures.)
It is only required to show the most recent 10k and 10Q report when a search in the
search bar is performed!
The necessary data is all Section items except item 6 on the 10k report.
All items.
CIK, CUSIP, Ticker Mapping API. (please view CIK, CUSIP, Ticker Mapping API on the
API documentation)
Search bar.
The user will search a company like Apple or Netflix. The user will not be able to
input a date or which filing. Only the company name or ticker. Ticker for Apple would
be AAPL and for Netflix, NFLX.
Insider trading API (Please view Insider Trading API) This will be under the insider
trading tab
Float API (please view Float (Outstanding shares API) This will be under the Float
tab
Subsidiary (please view Subsidiary API on the API documentation.)This will be on the
Subsidiary tab.