Edgartools

Latest version: v3.14.3

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3.13.1

Added
- Add stitching of statements to produce a single statement across multiple filings
- Add `Statement` class to represent a single statement and `Statements` class to represent multiple statements
- Add `XBRLS` class to combine data from multiple periods with intelligent handling of concept changes
- Add `XBRLS.from_filings` to create a `XBRLS` object from a list of filings
- Add `XBRLS.statements` property to get the statements from the `XBRLS` object

3.13.0

Added

- A preview rewrite of XBRL functionality is added in the `edgar.xbrl2`. The goal is to test this for a few weeks. The `edgar.xbrl` module will be deprecated in the future.

3.12.2

Fixed

- Fixed bug about Live Rich Display when calling `get_by_accession_number` on a same day filing
- Fix parsing of SGML header when the header has double newlines

Changed

- Improve XBRL instance `query_facts` by dropping empty columns
- For Funds get all filings by looping through the extra pages not just the first page
- Improve numeric handling for Insider Transaction values with footnotes e.g. `7500 [F1]`

3.12.1

Changed
- Add Derivative transactions to the `TransactionSummary` class
- Made panel border around Filings not expand to the full width of the screen

3.12.0

Changed

- Improved the styling of the `Ownership` classes
- Revamped the data structure of the `Ownership` classes to make it easier to access the data
- Changed from getting the header from the filing homepage to getting it from the SGML

Added

- Add `to_dataframe` method to `Ownership` classes to convert the data to a pandas DataFrame
- Add `InitialOwnershipSummary` class to summarize the initial ownership of insiders in a company
- Add `TransactionSummary` class to summarize the transactions of insiders in a company

3.11.5

Added

- Add `FilingSGML.from_text()` to create a `FilingSGML` object from text in addition to files and a URL
- Add `num_documents` property to `FilingHeader` to get the number of documents in the SGML

Changed

- Use filing form types to `Entity.is_individual` to make determining if an entity is an individual or a company more accurate

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