SEC-information-tables

Requirements

This script needs BeautifulSoup, Pandas, and lxml to run

$ pip install beautifulsoup4
$ pip install pandas
$ pip install lxml

Running

The Behavior of the script is can be broken down into a few parts:

1. First fetch the CIK data from the user parameters or from cik.csv. If getting from cik.csv, pickle the dataframe for faster future queries.
2. Search the pickled SEC DataFrame based on parameters (cik, start date, end date, position) for P-Purchase transactions. If unable to find the data based on parameters, query the SEC Edgar site, adding the pulled data to the pickle.
3. Return an html table (--html) with data found in parameters, an .html is created. If no data is found, message indicating situation is printed.
4. Headers can be dynamically sorted. More info about that here

E.G for querying Forward Industries Inc

$ python program.py FORD --html

Full argument parameters listed below

$ python program.py -h
usage: program.py [-h] [-c CIK] [--html] [-p POSITION] [-s [Date]] [-e [Date]]
                  [--cikpath [Path]]
                  stock

positional arguments:
  stock                 Stock symbol e.g. AAL, AAPL

  optional arguments:
    -h, --help            show this help message and exit
    -c CIK, --cik CIK     Company's CIK identifier
    --html                Return sql to html table.
    -p POSITION, --position POSITION
                          Restrict search by position e.g. CEO
    -s [Date], --startdate [Date]
                          Choose a start date in format YYYY-MM-DD. Default is 1
                          year prior.
    -e [Date], --enddate [Date]
                          Choose a start date in format YYYY-MM-DD. Default is
                          today.
    --cikpath [Path]      Path to cik.csv. Default location is
                          /.../.../.../.../.../cik.csv
    --transaction-type Transaction
                          Specify what transaction type to parse on. Default is
                          'P-Purchase'.
    --flush               Delete preexisting pickle files.