JSPM

  • Created
  • Published
  • Downloads 245
  • Score
    100M100P100Q87855F
  • License ISC

Fetch and parse SEC earnings reports and other filings. Useful for financial analysis.

Package Exports

    This package does not declare an exports field, so the exports above have been automatically detected and optimized by JSPM instead. If any package subpath is missing, it is recommended to post an issue to the original package (sec-edgar-api) to support the "exports" field. If that is not possible, create a JSPM override to customize the exports field for this package.

    Readme

    sec-edgar-api

    Fetch and parse earnings reports and other documents filed with the SEC using the EDGAR API. This package is focused on the earnings reports for stock analysis.

    Resolvers

    The main problem with the edgar API is that the property names and data provided are not uniform. You have to deal with companies omitting important data in some filings, or using different property keys for the same data point.

    Resolvers attempt to get information from each report and output a uniform interface. The resolvers will calculate missing data if there is other data that can be used to derive from.

    Resolver Formula used to derive values
    resolveAssetCurrent assetTotal - assetNonCurrent = assetCurrent
    resolveAssetNonCurrentPpeGross assetNonCurrentPPENet + expenseDepreciationAccumulated = assetNonCurrentPpeGross
    resolveCashFlowCapex Q1 + Q2 + Q3 + Q4 = FY (if FY known, divides evenly between missing quarters)
    resolveCashFlowFree cashFlowOperating - cashFlowCapex = cashFlowFree
    resolveCashFlowOperating incomeNet + expenseDepreciation - changeInWorkingCapitalNonCash = cashFlowOperating
    resolveCashFlowWorkingCapitalNonCash (assetCurrent - assetCurrentCashEquivalents) - (liabilityCurrent - liabilityCurrentDebt) = cashFlowWorkingCapitalNonCash
    resolveEbit expenseDepreciation + ebitda = ebit
    resolveExpenseDepreciation (expenseDepreciationFY / assetNonCurrentPpeGrossFY) x assetNonCurrentPpeGross = expenseDepreciation
    resolveExpenseOperating revenueTotal - incomeOperating - revenueCost = expenseOperating
    resolveExpenseTotal revenueTotal - incomeNet = expenseTotal
    resolveFiscalYearCumulativeProperties Q1 + Q2 + Q3 + Q4 = FY (for quarterly properties that add to annual)
    resolveQ4FiscalYearMatchingProperties Q4 = FY (for non-cumulative properties such as sharesOutstanding)
    resolveRevenueTotal revenueCost + profitGross = revenueTotal