def setUp(self) -> None:
"""Set up the `EdgarClient` Client."""
# Initialize a new instance.
self.edgar_client = EdgarClient()
# This is Facebook.
self.cik_number = '1265107'
class Edg(TestCase):
"""Will perform a unit test for the `EdgarClient` session."""
def setUp(self) -> None:
"""Set up the `EdgarClient` Client."""
# Initialize a new instance.
self.edgar_client = EdgarClient()
# This is Facebook.
self.cik_number = '1265107'
def test_creates_instance_of_client(self):
"""Create an instance and make sure it's a `EdgarClient`."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client, EdgarClient)
def test_creates_instance_of_session(self):
"""Create an instance and make sure it's a `EdgarSession`."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.edgar_session, EdgarSession)
def test_creates_instance_of_series(self):
"""Create an instance and make sure it's a `Series`."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.series(), Series)
def test_creates_instance_of_archives(self):
"""Create an instance and make sure it's a `Archives`."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.archives(), Archives)
def test_creates_instance_of_companies(self):
"""Create an instance and make sure it's a `Companies`."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.companies(), Companies)
def tearDown(self) -> None:
"""Teardown the `Edgar` Client."""
del self.edgar_client
from pprint import pprint
from edgar.client import EdgarClient
# Initialize the Edgar Client
edgar_client = EdgarClient()
# Initialize the `VariableInsuranceProducts` Services.
insurance_prods_services = edgar_client.variable_insurance_products()
# Grab all the products that fall under a certain name.
insurance_prods_services.get_products_by_name(
company_name='goldman sachs'
)
import pprint from datetime import date from edgar.client import EdgarClient from edgar.enums import FilingTypeCodes # Initalize the client. edgar_client = EdgarClient()
from pprint import pprint
from edgar.client import EdgarClient
# Initialize the Edgar Client
edgar_client = EdgarClient()
# Initialize the `OwnershipFilings` Services.
filings_service = edgar_client.ownership_filings()
# Grab all the Ownership Filings that fall under a certain CIK number.
pprint(filings_service.get_ownership_filings_by_cik(cik='1326801'))
# Grab all the Ownership Filings that fall under a certain company name.
pprint(filings_service.get_ownership_filings_by_name(company_name='Facebook'))
# Grab all the Non-Ownership Filings that fall under a certain CIK number.
pprint(filings_service.get_non_ownership_filings_by_cik(cik='1326801'))
# Grab all the Non-Ownership Filings that fall under a certain company name.
pprint(
filings_service.get_non_ownership_filings_by_name(company_name='Facebook'))
# Complex Query for Ownership Filings.
pprint(
filings_service.query_ownership_filings(company_name='Facebook',
after_date='2019-12-01'))
# Complex Query for Ownership Filings.
pprint(
filings_service.query_non_ownership_filings(company_name='Facebook',
after_date='2019-12-01'))
from pprint import pprint from edgar.client import EdgarClient # Initialize the Edgar Client edgar_client = EdgarClient() # Initialize the `Datasets` Services. datasets_service = edgar_client.datasets() # Grab all the SEC Datasets. pprint(datasets_service.get_sec_datasets()) # Grab all the Edgar Taxonomies used in SEC filings.. pprint(datasets_service.get_edgar_taxonomies())
from pprint import pprint from edgar.client import EdgarClient # Initialize the Edgar Client edgar_client = EdgarClient() # Initialize the `MutualFunds` Services. mutual_funds_services = edgar_client.mutual_funds() # # Grab all the mutual fund filings for a specific CIK.. # pprint( # mutual_funds_services.get_mutual_fund_filings_by_type( # cik='C000005186', # mutual_fund_type='mutual-fund', # number_of_filings=300 # ) # ) # # Grab all the mutual fund filings for a specific name.. # pprint( # mutual_funds_services.get_mutual_funds_by_name( # company_name='ADVANCED SERIES TRUST', # ) # ) # Grab all the series and Contracts. pprint(mutual_funds_services.list_series_and_contracts_by_cik(cik='814679'))
from pprint import pprint
from edgar.client import EdgarClient
# Initialize the Edgar Client
edgar_client = EdgarClient()
# Initialize the Archives Services.
archive_services = edgar_client.archives()
# Grab the Company Directories for CIK `1326801` also known as Facebook.
pprint(archive_services.get_company_directories(cik='1326801')[:2])
# Grab a specific Company Directory for CIK `1326801` also known as Facebook.
pprint(
archive_services.get_company_directory(cik='1326801',
filing_id='000095010321003805'))
# Grab a specific Company Directory for CIK `1326801` also known as Facebook.
pprint(archive_services.get_feed(year=1996, quarter='qtr4'))
# Grab the old loads for the year 1996 of Qtr 4.
pprint(archive_services.get_old_loads(year=1996, quarter='qtr4'))
# Grab all the Virtual Private Reference Rooms.
pprint(archive_services.get_virtual_private_reference_rooms())
# Grab a specific Virtual Private Reference Room.
pprint(archive_services.get_virtual_private_reference_room(film_number='1403'))
# Grab all the Daily Indexes.
pprint(archive_services.get_daily_indexes())
from pprint import pprint from edgar.client import EdgarClient # Initialize the Edgar Client edgar_client = EdgarClient() # Initialize the `Series` Services. series_services = edgar_client.series() # Grab a series by the CIK number. pprint(series_services.get_series_by_cik(cik='814679')) # Grab all the series that belong to a particular series ID. pprint(series_services.get_series_by_series_id(series_id='S000001976')) # # Get the filings that belong to a particular Series ID. # pprint(series_services.get_series_filings_by_series_id(series_id='S000001976'))
from pprint import pprint from edgar.client import EdgarClient # Initialize the Edgar Client edgar_client = EdgarClient() # Initialize the Current Events Services. current_events_services = edgar_client.current_events() # Grab all the companies that are based in Texas. pprint(current_events_services.get_current_event_filings(days_prior=0, form='10-k-annual'))
from pprint import pprint
from edgar.client import EdgarClient
from edgar.enums import StateCodes
from edgar.enums import CountryCodes
from edgar.enums import StandardIndustrialClassificationCodes
# Initialize the Edgar Client
edgar_client = EdgarClient()
# Initialize the Company Services.
company_services = edgar_client.companies()
# Grab all the companies that are based in Texas.
pprint(company_services.get_companies_by_state(state_code='TX'))
# Alternatively, if you didn't know the 2 letter code you coude pass through an Enum.
pprint(
company_services.get_companies_by_state(
state_code=StateCodes.West_Virginia
)
)
# Grab all the companies that are based in Australia, same logic here with the Enums.
pprint(
company_services.get_companies_by_country(
country_code=CountryCodes.AUSTRALIA
)
)
# Grab all the companies that are Oil & Gas Services Companies, same logic here with the Enums.
pprint(
from pprint import pprint from edgar.client import EdgarClient from edgar.enums import StateCodes from edgar.enums import CountryCodes from edgar.enums import StandardIndustrialClassificationCodes # Initialize the Edgar Client edgar_client = EdgarClient() # Initialize the Issuers Services. issuers_service = edgar_client.issuers() # Grab all the companies that are based in Texas. pprint(issuers_service.get_issuers_by_cik(cik='0001084869'))
class Edg(TestCase):
"""Will perform a unit test for the `EdgarClient` session."""
def setUp(self) -> None:
"""Set up the `EdgarClient` Client."""
# Initialize a new instance.
self.edgar_client = EdgarClient()
# This is Facebook.
self.cik_number = '1265107'
def test_creates_instance_of_client(self):
"""Create an instance and make sure it's a `EdgarClient` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client, EdgarClient)
def test_creates_instance_of_session(self):
"""Create an instance and make sure it's a `EdgarSession` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.edgar_session, EdgarSession)
def test_creates_instance_of_series(self):
"""Create an instance and make sure it's a `Series` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.series(), Series)
def test_creates_instance_of_archives(self):
"""Create an instance and make sure it's a `Archives` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.archives(), Archives)
def test_creates_instance_of_companies(self):
"""Create an instance and make sure it's a `Companies` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.companies(), Companies)
def test_creates_instance_of_datasets(self):
"""Create an instance and make sure it's a `Datasets` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.datasets(), Datasets)
def test_creates_instance_of_current_events(self):
"""Create an instance and make sure it's a `CurrentEvents` object."""
# Make sure it matches.
self.assertIsInstance(
self.edgar_client.current_events(),
CurrentEvents
)
def test_creates_instance_of_filings(self):
"""Create an instance and make sure it's a `Filing` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.filings(), Filings)
def test_creates_instance_of_issuers(self):
"""Create an instance and make sure it's a `Issuers` object."""
# Make sure it matches.
self.assertIsInstance(self.edgar_client.issuers(), Issuers)
def test_creates_instance_of_ownership_filings(self):
"""Create an instance and make sure it's a `OwnershipFilings` object."""
# Make sure it matches.
self.assertIsInstance(
self.edgar_client.ownership_filings(), OwnershipFilings)
def tearDown(self) -> None:
"""Teardown the `Edgar` Client."""
del self.edgar_client