xbrlus

This package provides an R interface to XBRL US API.

Installation

devtools::install_github("bergant/xbrlus")

Setup

All APIs (except for the CIKLookup) require use of a valid XBRL US API key. You can get the key and read the terms of usage at http://xbrl.us/use/howto/data-analysis-toolkit/.

xbrlus package will read the API key from environment variable XBRLUS_API_KEY. To start R session with the initialized environment variable create a file in your R home with a line like this:

XBRLUS_API_KEY=EnterKeyHere

and name it as .Renviron. To check where your R home is, type normalizePath("~") in your R console.

Usage

Get information about companies and XBRL concepts with xbrlCIKLookup and xbrlBaseElement:

library(xbrlus) 

companies <- xbrlCIKLookup(c(
  "aapl", 
  "goog", 
  "fb"
)) 

elements <- xbrlBaseElement(c(
  "AssetsCurrent",
  "AssetsNoncurrent",
  "Assets",
  "LiabilitiesCurrent",
  "LiabilitiesNoncurrent",
  "Liabilities",
  "StockholdersEquity",
  "MinorityInterest",
  "StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest",
  "LiabilitiesAndStockholdersEquity"
))

Use xbrlValues to get balance sheet values:

values <- xbrlValues( 
  CIK = companies$cik, 
  Element = elements$elementName, 
  DimReqd = FALSE, 
  Period = "Y",
  Year = 2013,
  NoYears = 1,
  Ultimus = TRUE,
  Small = TRUE,
  as_data_frame = TRUE
)

Reshape to wide format and print table:

library(dplyr)
library(tidyr)

balance_sheet <- 
  elements %>% 
  left_join(values, by = "elementName") %>% 
  select(entity, standard.text, amount) %>% 
  mutate(amount = round(amount / 10e6,0)) %>%  
  spread(entity, amount)

balance_sheet <- balance_sheet[
    order(order(elements$elementName)),   
    !is.na(names(balance_sheet))]
row.names(balance_sheet) <- NULL

library(pander)
pandoc.table(
  balance_sheet,
  caption = "Balance Sheet Comparison",
  big.mark = ",",
  split.table = 200,
  style = "rmarkdown",
  justify = c("left", rep("right", 3)))

Table: Balance Sheet Comparison

References

Data Analysis Toolkit and API description on GitHub: https://github.com/xbrlus/data_analysis_toolkit