DIY-FilingsResearch is a library for analyzing complex company financial documents from the comfort of your own computer.
The easiest way to install DIY-FilingsResearch is with pip
sudo pip install DIY-FilingsResearch
Made sure your sys.path is correct. Note it is currently just a collection of scripts.
- Python >= 2.7 or >= 3.3
DIY-FilingsResearch relies on PyLucene. For installation directions see the wiki.
To start using the library, first import Ingestor and Edgar
from ingestor import Ingestor, Edgar
Edgar (US) and Sedar (Canada) are currently supported. Note however that the flows are a bit different.
See the note at the bottom about the Sedar flow.
First specific what kind of files using the new Edgar basic object
ingestor = Ingestor()
edgar = Edgar("xbrl")
xbrl or html are currently supported
Then pass ingest_stock() with a stock ticker to ingest and a directory to store the downloaded docs into
file_downloader()
ingestor.file_downloader(edgar.ingest_stock("AAPL"), downloaded_docs_directory)
See the wiki
for a special note on Sedar parsing.
To run the unit tests, you need pytest
pip install pytest
Once you have that, cd into the root directory of this repo and
py.test --tb=line -vs
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