david08-08 commented 2 months ago

I am trying to pull 10-K for multiple years but I keep getting an error in the output. Can someone please give me some guidance on how to put the code together for this task. Below is what I put together but I keep getting an error. Thank you.

if name == 'main': output_path = Path('/Users/name/Documents/Apple_Financials_2013_2023.xlsx')

with output_path.open('wb') as f:
    with ExcelWriter(f, engine='xlsxwriter') as writer:
        for year in range(2013, 2023 + 1):
            try:
                # Retrieve the 10-K filing for the given year
                filings = Company("AAPL").get_filings(form="10-K")
                filing_for_year = next(filing for filing in filings if filing.filing_date.year == year)

                # Process the XBRL data for the filing
                xbrl = filing_for_year.xbrl()

                # Write the statements to the Excel workbook
                write_statements(xbrl, writer, year)

            except StopIteration:
                print(f"No 10-K filing found for year {year}")
            except Exception as e:
                print(f"Error processing year {year} for AAPL: {str(e)}")

dgunning commented 2 months ago

Can you post the error here? Thanks

david08-08 commented 2 months ago

Hey Dwight, How are you? I hope you are doing well. So I am just following up with you. I was wondering if you could give me some guidance on the below code. I am trying to pull multiple years using the below but I keep getting a blank excel file. Please let me know your thoughts as soon as you can. Thank you. # Example usage:if __name__ == '__main__': output_path = Path('/Users/name/Documents/Apple_Financials_2013_2023.xlsx') with output_path.open('wb') as f: with ExcelWriter(f, engine='xlsxwriter') as writer: for year in range(2013, 2023 + 1): try: # Retrieve the 10-K filing for the given year filings = Company("AAPL").get_filings(form="10-K") filing_for_year = next(filing for filing in filings if filing.filing_date.year == year) # Process the XBRL data for the filing xbrl = filing_for_year.xbrl() # Write the statements to the Excel workbook write_statements(xbrl, writer, year) except StopIteration: print(f"No 10-K filing found for year {year}") except Exception as e: print(f"Error processing year {year} for AAPL: {str(e)}") From: Dwight Gunning ***@***.***>Date: Wednesday, September 4, 2024 at 8:02 PMTo: dgunning/edgartools ***@***.***>Cc: david08-08 ***@***.***>, Author ***@***.***>Subject: Re: [dgunning/edgartools] Pulling 10-K filings from XBRL for multiple years not just one year (Issue #100)Can you post the error here? Thanks—Reply to this email directly, view it on GitHub, or unsubscribe.You are receiving this because you authored the thread.Message ID: ***@***.***>

david08-08 commented 2 months ago

Example usage:

if name == 'main': output_path = Path('/Users/name/Documents/Apple_Financials_2013_2023.xlsx')

with output_path.open('wb') as f:
    with ExcelWriter(f, engine='xlsxwriter') as writer:
        for year in range(2013, 2023 + 1):
            try:
                # Retrieve the 10-K filing for the given year
                filings = Company("AAPL").get_filings(form="10-K")
                filing_for_year = next(filing for filing in filings if filing.filing_date.year == year)

                # Process the XBRL data for the filing
                xbrl = filing_for_year.xbrl()

                # Write the statements to the Excel workbook
                write_statements(xbrl, writer, year)

            except StopIteration:
                print(f"No 10-K filing found for year {year}")
            except Exception as e:
                print(f"Error processing year {year} for AAPL: {str(e)}")

dgunning commented 2 months ago

This is implemented in the latest version

from edgar import *

company = Company("MSFT")
filings = company.get_filings(form="10-K").latest(9)

financials = MultiFinancials(filings)
financials.get_balance_sheet()
financials.get_cash_flow_statement()
financials.get_income_statement()

dgunning commented 1 month ago

filings represents multiple filings. You need a single one. Use filings[0] or filings.latest(1)On Oct 5, 2024, at 8:19 PM, unparadise @.> wrote: I am testing pulling financial data from XBRL. But the following code is giving me grief. ''' from edgar import set_identity("Frank Chen **@.***") filings = Company("AAPL").get_filings(form="10-K") print(filings.xbrl()) ''' Error message Traceback (most recent call last): File "/path_to_file/edgar_xbrl_test.py", line 6, in print(filings.xbrl()) ^^^^^^^^^^^^ AttributeError: 'EntityFilings' object has no attribute 'xbrl' What's the right way to access the xbrl object? Thank you very much!

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unparadise commented 1 month ago

Dgunning, thank you for your reply. I was able to figure out the problem myself. I opened another issue regarding some data missing from the return of the XBRL get_statement function.

dgunning / edgartools

Pulling 10-K filings from XBRL for multiple years not just one year #100

Example usage: