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killaseason / docReview

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Improve ticker mapping #27

Open killaseason opened 9 years ago

killaseason commented 9 years ago

Strike balance between not checking for tickers of companies with known tickers and periodically checking to make sure a company is still trading under same ticker.

Some companies are just subs of publicly traded companies, e.g., Questar: https://www.sec.gov/Archives/edgar/data/68589/000075165215000160/a083115exhibit991wexproiip.htm

Problem if HTML tag appears before/after ticker. Thinks ticker is "u": https://www.sec.gov/Archives/edgar/data/767405/000121390015005635/0001213900-15-005635.txt

These can be fixed by going only one exhibit deep: Here, random text in form "OTC:L" creates improper mapping: https://www.sec.gov/Archives/edgar/data/74303/000007430315000052/0000074303-15-000052.txt Similar: https://www.sec.gov/Archives/edgar/data/806279/000089710115001022/0000897101-15-001022.txt

killaseason commented 9 years ago

Checking cik-ticker match integrity by plugging ticker into EDGAR and seeing if original cik is returned.

killaseason commented 9 years ago

Proposed mappings are now being added to a list for later approval.

killaseason commented 9 years ago

Now doing better job of grabbing OTC stocks.