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getEDGARlinks.py
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getEDGARlinks.py
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import pandas as pd
import numpy as np
import datetime as dt
from tqdm import tqdm
import os
import csv
import urllib
from bs4 import BeautifulSoup
def get_cik(ticker):
"""F: to gquery cik number by inputting ticker symbol
params: ticker (str)
returns: cik (str)"""
ticker = ticker.upper()
cik_table = pd.read_csv('cik_ticker.csv', delimiter= '|')
cik = str((cik_table.loc[cik_table.loc[:, 'Ticker'] == ticker, 'CIK']).iloc[0])
def get_base_url(ticker, formtype, ownership = False, datefrom = dt.date.today().strftime('%Y%m%d'), count = 100):
"""F: to get base url ie of EDGAR from where we will fetch relavent links to Financial Statements
params:
ticker: (str)
formtype: 10-K or 10-Q (str)
ownership(optional): boolean
datefrom(optional): YYYYMMDD (str)
count (optional): 100 default (int)
returns:
base url (str)
"""
ticker = ticker.upper()
cik_table = pd.read_csv('cik_ticker.csv', delimiter= '|')
cik = str((cik_table.loc[cik_table.loc[:, 'Ticker'] == ticker, 'CIK']).iloc[0])
if not ownership:
url = "https://www.sec.gov/cgi-bin/browse-edgar?\
action=getcompany&CIK={0}&type={1}&dateb={2}&owner=exclude&count={3}".format(cik, formtype, datefrom, count)
elif ownership:
url = "https://www.sec.gov/cgi-bin/browse-edgar?\
action=getcompany&CIK={0}&type={1}&dateb={2}&owner=include&count={3}".format(cik, formtype, datefrom, count)
return (url)
def get_inner_link(main_link, formtype):
"""F: to scrape inner link of 10-K 10-Q ie the html file that has the fin report
params:
main_link: str
formatype: 10-K or 10-Q (str)
returns:
innerlink as html"""
user_agent = 'Mozilla/4.0 (compatible; MSIE 5.5; Windows NT)'
headers = { 'User-Agent' : user_agent }
req = urllib.request.Request(main_link, headers = headers)
resp = urllib.request.urlopen(req)
page = resp.read()
soup1 = BeautifulSoup(page, 'html.parser')
try:
innertable = soup1.find('table', {'summary': 'Document Format Files'})
except:
'No Table found'
links = []
for row in innertable.findAll('tr'):
cells = row.findAll('td')
if len(cells) == 5:
if formtype in cells[3]:
link = cells[2].find('a')
filelink = "https://www.sec.gov" + link['href']
filelink = filelink.strip()
links.append(filelink)
if len(links) == 1:
return links[0]
def get_indices(ticker,
formtype,
ownership = False,
datefrom = dt.date.today().strftime('%Y%m%d'),
count = 100):
"""function to scrape the main link from where the report link is generated:
params:
ticker: (str)
formatype: 10-K or 10-Q (str)
ownership (optional): boolean
datefrom (optional): (str) YYYYMMDD
count (optional): number of statements
returns: csv file in Data/Ticker/10-K (10-Q)/IndexList.csv"""
try:
url = get_base_url(ticker,
formtype,
ownership,
datefrom,
count
)
indexfile = 'IndexLinks.csv'
index_path = 'Data/{0}/{1}/'.format(ticker, formtype)
if not os.path.exists(index_path):
os.makedirs(index_path)
csvOutput = open(index_path+indexfile,'w')
csvWriter = csv.writer(csvOutput)
user_agent = 'Mozilla/4.0 (compatible; MSIE 5.5; Windows NT)'
headers = { 'User-Agent' : user_agent }
pageRequest = urllib.request.Request(url, headers = headers)
pageOpen = urllib.request.urlopen(pageRequest)
pageRead = pageOpen.read()
soup = BeautifulSoup(pageRead,"html.parser")
try:
table = soup.find('table', {'class': 'tableFile2'})
except:
"No Table found"
docIndex = 1
# table
csvWriter.writerow(['SEC Link',
'{} File Link'.format(formtype),
'Report type',
'File Size',
'Filing Date']
)
for row in table.findAll("tr")[::-1]:
cells = row.findAll("td")
if len(cells)==5:
if formtype in cells[0].text.strip():
link = cells[1].find('a', {'id' : 'documentsbutton'})
docLink = "https://www.sec.gov"+link['href']
description = cells[2].text.encode('utf8').strip()
description = description.decode('utf8')
size = description.split()[-2] +' '+ description.split()[-1]
filingDate = cells[3].text.strip()
inlink = get_inner_link(docLink, formtype)
textlist = [docLink, inlink, description, size, filingDate]
csvWriter.writerow(textlist)
docIndex += 1
csvOutput.close()
except IndexError:
print('cik information for {} is not available'.format(ticker))
def main():
"""Function to run the module"""
print("\n\n\n\nLet's get started with getting links to 10-K and 10-Q files on your PC/work-station. \nThe \
operation will save the file in the follwoing directory /data/TickerName/10-K/IndexList.csv")
nyears = 3
qrtrs = 4
print("Please input the ticker name of stocks separated by space. Tickers are not case sensitive\n\n")
tickers = [str(x.upper()) for x in input().split()]
if tickers:
for i in tqdm(tickers, total= len(tickers), unit = 'Ticker'):
print('Fetching {} links'.format(i))
get_indices(i, '10-K', count= nyears)
get_indices(i, '10-Q', count = nyears * qrtrs)
print("You're all done")
else:
print('Oh no, you did not enter any names')
if __name__ == "__main__":
main()